Three Cord True Wealth Management, LLC
All 13F Filings
- Location
- Beaver, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 210,187
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 43 | 210,187 | 13F-HR | Three Cord True Wealth Management, LLC |
| Q1 2026 | 4/27/2026 | 39 | 179,958 | 13F-HR | Three Cord True Wealth Management, LLC |
| Q4 2025 | 2/5/2026 | 39 | 171,923 | 13F-HR | Three Cord True Wealth Management, LLC |
| Q3 2025 | 11/4/2025 | 32 | 147,757 | 13F-HR | Three Cord True Wealth Management, LLC |
| Q2 2025 | 8/6/2025 | 28 | 133,931 | 13F-HR/A - RESTATEMENT | Three Cord True Wealth Management, LLC |
| Q2 2025 | 7/22/2025 | 17 | 54,688 | 13F-HR | Three Cord True Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 45.11 K | 21.5% | 0 | 1.561 K | -1.561 K |
| ETFs | 165.1 K | 78.5% | 31.79 K | 0 | 31.79 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
210,187
Holdings
43
QoQ value change ($000)
30,229
(16.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.