TRUEFG, LLC

Institutional manager (13F) · CIK 1766067

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $372M

#	Issuer	Value	Shares
1	SPDR INDEX SHS FDS	$63M	1,378,289
2	ISHARES TR	$56M	830,771
3	VANGUARD INDEX FDS	$48M	246,498
4	SPDR SERIES TRUST	$45M	454,660
5	SPDR SERIES TRUST	$32M	1,241,952
6	ISHARES TR	$27M	216,066
7	FIDELITY COVINGTON TRUST	$19M	691,622
8	SPDR SERIES TRUST	$18M	541,472
9	SPDR INDEX SHS FDS	$13M	275,306
10	SPDR SERIES TRUST	$9M	310,765
11	ISHARES TR	$6M	8,680
12	SPDR SERIES TRUST	$6M	72,799
13	SPDR SERIES TRUST	$5M	83,537
14	VANGUARD INDEX FDS	$2M	5,243
15	APPLE INC	$2M	7,134
16	VISA INC	$1M	3,844
17	SPDR SERIES TRUST	$1M	50,344
18	ISHARES TR	$1M	11,302
19	ISHARES TR	$1M	11,680
20	VANGUARD WORLD FD	$946k	8,424
21	ISHARES TR	$906k	6,363
22	MARSH & MCLENNAN COS INC	$867k	5,000
23	PROSHARES TR	$846k	11,909
24	VANGUARD INDEX FDS	$792k	1,326
25	MICROSOFT CORP	$780k	2,106
26	BROADCOM INC	$770k	2,488
27	ISHARES TR	$715k	8,571
28	ISHARES TR	$640k	6,448
29	NVIDIA CORPORATION	$627k	3,596
30	AMAZON COM INC	$617k	2,964
31	MERCADOLIBRE INC	$616k	356
32	ISHARES TR	$612k	7,069
33	LOCKHEED MARTIN CORP	$612k	1,013
34	ISHARES TR	$600k	12,622
35	VANGUARD BD INDEX FDS	$589k	7,994
36	BERKSHIRE HATHAWAY INC DEL	$575k	1,199
37	SEAGATE TECHNOLOGY HLDNGS PL	$539k	1,376
38	ISHARES TR	$502k	4,437
39	VANGUARD INDEX FDS	$497k	2,415
40	INVESCO EXCHANGE TRADED FD T	$476k	10,016
41	ISHARES TR	$464k	18,506
42	ISHARES TR	$447k	9,508
43	TESLA INC	$439k	1,182
44	ROCKET LAB CORP	$426k	6,638
45	ISHARES TR	$416k	4,352
46	ALPHABET INC	$406k	1,415
47	ISHARES TR	$372k	7,073
48	VANGUARD INTL EQUITY INDEX F	$356k	4,735
49	IREN LIMITED	$325k	9,473
50	ISHARES TR	$312k	3,977

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.