Trueblood Wealth Management, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 262 separate positions held by the firm.
The portfolio includes a mix of large-cap technology companies, energy firms, and exchange-traded funds. Apple Inc. is the largest individual holding, with 34,310 shares. Other major technology names listed include Microsoft Corporation, Amazon.com Inc., Alphabet Inc. Class A and C shares, NVIDIA Corporation, and Broadcom Inc. The filing also lists significant positions in energy companies such as Exxon Mobil Holdings Corp., Chevron Corporation, and Kinder Morgan Inc. Del.
In addition to individual stocks, the portfolio includes a variety of exchange-traded funds (ETFs). Notable ETF holdings include the Invesco S&P 500 Equal Weight ETF, the Invesco QQQ Trust, and the First Trust Nasdaq BuyWrite ETF. The filing indicates that all positions are held in a Sole capacity.
