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Three Cord True Wealth Management - Q2 2026 13F Filings

TH

Three Cord True Wealth Management, LLC

CIK: 0002056001
Address: Pennsylvania Beaver 535 Third Street
$210.19 M
Portfolio Value
43
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/23/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. SPYG Spdr Portfolio S&P 500 Growth Etf
+$2.02 M
2. RECS Columbia Research Enhanced Core Etf
+$1.81 M
3. NOBL Proshares S&P 500 Dividend Aristocrats Etf
+$1.56 M
4. AVLV Avantis Us Large Cap Value Etf
+$1.49 M
5. IDMO Invesco S&P International Developed Momentum Etf
+$1.45 M

Top Sells

Q2 2026
1. DJD Invesco Dow Jones Industrial Average Dividend Etf
−$21,102.23
2. QQQ Invesco Qqq Trust Series I
−$19,143.03
3. IOO Ishares Global 100 Etf
−$12,703.37
4. FSGS First Trust Smid Growth Strength Etf
−$12,272.09

Asset Allocation

Stocks/ETFs
+16.80%
$210.19 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Three Cord True Wealth Management Q2 2026 Filing Summary

Three Cord True Wealth Management, LLC filed its 13F report for Q2 2026 on July 23, 2026. The portfolio totaled 210.19 M reflecting a +16.80% change from the prior quarter, spanning 43 assets. The top 10 holdings comprised 90.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 0 complete exits.

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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 Q2 2026 Filing

Three Cord True Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 07/23/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Three Cord True Wealth Management reported a managed portfolio value of 210.19 M, consisting of 43 individual positions.

This page displays the raw filing documents. To see which stocks Three Cord True Wealth Management bought or sold during Q2 2026, please visit Three Cord True Wealth Management's Portfolio Analysis page.