• 13F History

Trueblood Wealth Management, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 15, 2025
Value $
$216M
Signature - Title
Phillip G. Trueblood - Managing Partner
Location
Lima, OH
Summary
This page shows a list of all the recent 13F filings made by Trueblood Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Trueblood Wealth Management, LLC reported 235 stock holdings with total value $216M as of Q1 2025. Top holdings included JPM, AAPL, MSFT, AJG, and RSP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 235 $216M +$20.1M -$6.68M +$13.4M JPM, AAPL, MSFT, AJG, RSP 13F-HR 4/15/2025, 09:56 AM
Q4 2024 225 $203M +$13.5M -$7.25M +$6.21M JPM, AAPL, MSFT, ACN, SDVY 13F-HR 1/16/2025, 11:09 AM
Q3 2024 231 $199M +$13.3M -$3.43M +$9.91M JPM, AAPL, MSFT, ACN, SDVY 13F-HR 10/23/2024, 05:09 PM
Q2 2024 218 $177M +$8.15M -$4M +$4.15M JPM, AAPL, MSFT, ACN, CVX 13F-HR 8/7/2024, 07:22 PM
Q1 2024 223 $175M +$11.7M -$9.36M +$2.38M JPM, AAPL, MSFT, ACN, CVX 13F-HR 4/26/2024, 12:31 PM
Q4 2023 208 $159M JPM, AAPL, MSFT, ACN, UNH 13F-HR 1/18/2024, 09:40 AM