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Three Cord True Wealth Management - Q1 2026 13F Filings

TH

Three Cord True Wealth Management, LLC

CIK: 0002056001
Address: Pennsylvania Beaver 535 Third Street
$179.96 M
Portfolio Value
39
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/23/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. RECS Columbia Research Enhanced Core Etf
+$1.3 M
2. AVLV Avantis Us Large Cap Value Etf
+$1.29 M
3. SPYG Spdr Portfolio S&P 500 Growth Etf
+$1.2 M
4. IDMO Invesco S&P International Developed Momentum Etf
+$969,900.23
5. FNX First Trust Mid Cap Core Alphadex Fund
+$854,092.19

Top Sells

Q1 2026
1. GLD Spdr Gold Shares
−$343,601
2. JPM Jpmorgan Chase & Co
−$211,066
3. BA The Boeing Company
−$211,041
4. NOBL Proshares S&P 500 Dividend Aristocrats Etf
−$11,661.09
5. NVDA Nvidia Corporation
−$4,883.38

Asset Allocation

Stocks/ETFs
+4.67%
$179.96 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Three Cord True Wealth Management Q1 2026 Filing Summary

Three Cord True Wealth Management, LLC filed its 13F report for Q1 2026 on April 27, 2026. The portfolio totaled 179.96 M reflecting a +4.67% change from the prior quarter, spanning 39 assets. The top 10 holdings comprised 90.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 3 complete exits.

Report Type

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Three Cord True Wealth Management’s Q1 2026 Filing

Three Cord True Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 04/27/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Three Cord True Wealth Management reported a managed portfolio value of 179.96 M, consisting of 39 individual positions.

This page displays the raw filing documents. To see which stocks Three Cord True Wealth Management bought or sold during Q1 2026, please visit Three Cord True Wealth Management's Portfolio Analysis page.