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Three Cord True Wealth Management - Q4 2025 13F Filings

TH

Three Cord True Wealth Management, LLC

CIK: 0002056001
Address: Pennsylvania Beaver 535 Third Street
$171.92 M
Portfolio Value
39
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/23/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. BUFR Ft Vest Laddered Buffer Etf
+$6.19 M
2. RECS Columbia Research Enhanced Core Etf
+$3.93 M
3. JAAA Janus Henderson Aaa Clo Etf
+$2.11 M
4. AVLV Avantis Us Large Cap Value Etf
+$2.05 M
5. FNX First Trust Mid Cap Core Alphadex Fund
+$1.32 M

Top Sells

Q4 2025
1. SPYG Spdr Portfolio S&P 500 Growth Etf
−$839,089.16
2. NOBL Proshares S&P 500 Dividend Aristocrats Etf
−$387,449.4
3. QQQM Invesco Nasdaq 100 Etf
−$348,783.08
4. FSGS First Trust Smid Growth Strength Etf
−$96,441.79
5. IOO Ishares Global 100 Etf
−$78,412.5

Asset Allocation

Stocks/ETFs
+16.36%
$171.92 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Three Cord True Wealth Management Q4 2025 Filing Summary

Three Cord True Wealth Management, LLC filed its 13F report for Q4 2025 on February 05, 2026. The portfolio totaled 171.92 M reflecting a +16.36% change from the prior quarter, spanning 39 assets. The top 10 holdings comprised 89.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 0 complete exits.

Report Type

Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Three Cord True Wealth Management’s Q4 2025 Filing

Three Cord True Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 02/05/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Three Cord True Wealth Management reported a managed portfolio value of 171.92 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 Q4 2025, please visit Three Cord True Wealth Management's Portfolio Analysis page.