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Tru Independence Asset Management 2

Latest statistics and disclosures from Tru Independence Asset Management 2's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, QQQ, IVV, AMZN, DFGP, and represent 27.90% of Tru Independence Asset Management 2's stock portfolio.
Added to shares of these 10 stocks: AMZN, IAU, DFGP, DGCB, DDOG, SLNH, NVDA, AMD, EEM, DUHP.
Started 21 new stock positions in DGS, DDOG, BLZE, IBND, VNQ, LRCX, BWZ, LWLG, EMB, AVGO. AMD, AAOI, VCIT, JNK, SLNH, VGLT, IREN, EMLC, EEM, HOOD, PGX.
Reduced shares in these 10 stocks: DISV, SUB, ASTS, DFCF, ZM, DFSD, NU, DFAE, DFIV, DFSV.
Sold out of its positions in ASTS, SUB, ROKU, OPTX, ZM, NU.
Tru Independence Asset Management 2 was a net buyer of stock by $10M.
Tru Independence Asset Management 2 has $185M in assets under management (AUM), dropping by 13.60%.
Central Index Key (CIK): 0001849497

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Portfolio Holdings for Tru Independence Asset Management 2

Tru Independence Asset Management 2 holds 97 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	10.9	$20M		456k	44.36	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.5	$8.3M		11k	737.20	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.2	$7.8M	+3%	10k	748.89	View chart
Amazon (AMZN)	4.2	$7.7M	+18%	32k	238.34	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	4.1	$7.6M	+11%	139k	54.46	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.9	$7.2M	+3%	20k	357.37	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	3.8	$7.0M	-4%	146k	47.75	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.6	$6.7M	+5%	133k	50.23	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	3.0	$5.6M	-6%	132k	42.21	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	3.0	$5.5M		47k	117.45	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	2.9	$5.4M		57k	94.57	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	2.8	$5.1M	+10%	123k	41.73	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.7	$5.0M		10k	500.39	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	2.7	$4.9M		92k	53.59	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.3	$4.3M		116k	37.26	View chart
NVIDIA Corporation (NVDA)	2.2	$4.0M	+15%	20k	200.09	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	2.0	$3.6M	+23%	67k	54.67	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	1.8	$3.3M	-6%	85k	38.79	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	1.6	$3.0M	-2%	30k	100.16	View chart
Ishares Tr Core Msci Euro (IEUR)	1.5	$2.9M	+5%	38k	75.17	View chart
Microsoft Corporation (MSFT)	1.5	$2.8M	+6%	7.4k	373.02	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.5	$2.8M	+7%	36k	77.11	View chart
Ishares Core Msci Emkt (IEMG)	1.5	$2.8M	+7%	33k	82.84	View chart
Apple (AAPL)	1.4	$2.6M	+5%	9.0k	289.36	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.3	$2.4M	+3%	27k	86.42	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.1	$2.0M	+4%	24k	82.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$1.7M	+6%	12k	148.31	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.9	$1.6M	-4%	37k	42.67	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.8	$1.5M	-6%	22k	69.90	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.8	$1.5M		36k	40.64	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.8	$1.4M	+11%	49k	28.97	View chart
Meta Platforms Cl A (META)	0.8	$1.4M	+2%	2.5k	563.29	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.7	$1.4M	+3%	13k	110.35	View chart
Ishares Msci Pac Jp Etf (EPP)	0.7	$1.3M	+5%	25k	53.26	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.7	$1.3M	+4%	38k	34.12	View chart
Ishares Msci Japan Etf (EWJ)	0.7	$1.3M	+3%	14k	93.27	View chart
Ishares Gold Tr Ishares New (IAU)	0.7	$1.3M	+369%	17k	75.51	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.7	$1.3M	-6%	23k	55.01	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.6	$1.2M	-18%	29k	40.21	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.6	$1.1M		22k	51.05	View chart
Enterprise Products Partners (EPD)	0.6	$1.0M		28k	36.76	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.5	$1.0M		9.7k	103.05	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.5	$926k		18k	50.39	View chart
Lockheed Martin Corporation (LMT)	0.5	$917k		1.8k	509.46	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$881k	+4%	1.2k	748.67	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.5	$865k	-36%	22k	40.13	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$800k	-25%	15k	54.02	View chart
Ishares Msci Cda Etf (EWC)	0.4	$738k	+6%	13k	57.64	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.4	$681k		12k	57.64	View chart
Grayscale Ethereum Staking E SHS (ETHE)	0.3	$643k		50k	12.76	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.3	$611k		16k	38.23	View chart
Datadog Cl A Com (DDOG)	0.3	$600k	NEW	2.3k	260.36	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$582k		1.7k	343.91	View chart
Soluna Holdings Com New (SLNH)	0.3	$582k	NEW	431k	1.35	View chart
Kraneshares Trust Bose Msc Chi Etf (KBA)	0.3	$539k	-3%	16k	34.41	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.3	$531k		7.9k	67.56	View chart
Netflix (NFLX)	0.3	$531k	+148%	7.4k	71.40	View chart
Advanced Micro Devices (AMD)	0.3	$525k	NEW	903.00	580.91	View chart
Wal-Mart Stores (WMT)	0.3	$519k	+7%	4.6k	113.26	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$507k	NEW	7.4k	68.41	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$482k	-19%	12k	41.25	View chart
Goldman Sachs Etf Tr Ultr Shor Bd Etf (GSST)	0.3	$479k		9.5k	50.58	View chart
Blackrock Etf Trust Ii Isha Sh Term Etf (CALI)	0.3	$462k		9.1k	50.53	View chart
Applied Optoelectronics (AAOI)	0.2	$445k	NEW	3.0k	148.16	View chart
Tesla Motors (TSLA)	0.2	$437k	+6%	1.0k	420.60	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.2	$432k	NEW	17k	25.56	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$432k		12k	36.26	View chart
Ea Series Trust Brid Omn Sma Etf (BSVO)	0.2	$415k	-15%	14k	29.19	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.2	$408k	-18%	9.9k	41.26	View chart
Qualcomm (QCOM)	0.2	$371k	+2%	2.0k	184.79	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$349k	NEW	6.3k	55.18	View chart
Backblaze Com Cl A (BLZE)	0.2	$348k	NEW	22k	15.86	View chart
Iren Ordinary Shares (IREN)	0.2	$338k	NEW	7.4k	45.73	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.2	$330k		6.6k	50.37	View chart
Lam Research Corp Com New (LRCX)	0.2	$318k	NEW	734.00	433.59	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$312k		3.1k	100.81	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.2	$295k		1.0k	283.79	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.2	$289k		3.3k	87.88	View chart
Spdr Series Trust Sst Spdr Bloombe (IBND)	0.2	$280k	NEW	9.0k	31.18	View chart
Unilever Spon Adr New (UL)	0.2	$278k	-11%	4.6k	60.12	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$265k	+16%	720.00	368.38	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$261k	NEW	3.2k	82.65	View chart
Broadcom (AVGO)	0.1	$253k	NEW	670.00	377.75	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	0.1	$253k	-30%	5.0k	50.78	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$237k	NEW	2.5k	96.44	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$234k	NEW	2.4k	96.43	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.1	$231k	NEW	3.6k	64.71	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$230k		5.1k	45.52	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$229k	NEW	2.3k	100.28	View chart
Agnico (AEM)	0.1	$221k		1.4k	155.13	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.1	$210k	NEW	2.2k	96.37	View chart
Spdr Series Trust Sst Spdr Bloombe (BWZ)	0.1	$207k	NEW	7.7k	26.75	View chart
Milestone Pharmaceuticals (MIST)	0.1	$201k	+50%	150k	1.34	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$195k		16k	12.19	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$165k	NEW	15k	10.84	View chart
Lightwave Logic Inc C ommon (LWLG)	0.1	$95k	NEW	10k	9.46	View chart
Ensysce Biosciences Com New (ENSC)	0.0	$3.8k		13k	0.29	View chart

Past Filings by Tru Independence Asset Management 2

SEC 13F filings are viewable for Tru Independence Asset Management 2 going back to 2020

Tru Independence Asset Management 2 2026 Q2 filed Aug. 11, 2026
Tru Independence Asset Management 2 2026 Q1 filed April 22, 2026
Tru Independence Asset Management 2 2025 Q4 filed Feb. 24, 2026
Tru Independence Asset Management 2 2025 Q3 filed Oct. 22, 2025
Tru Independence Asset Management 2 2025 Q2 filed July 16, 2025
Tru Independence Asset Management 2 2025 Q1 filed April 30, 2025
Tru Independence Asset Management 2 2024 Q4 filed Jan. 22, 2025
Tru Independence Asset Management 2 2024 Q3 filed Nov. 4, 2024
Tru Independence Asset Management 2 2023 Q1 filed April 26, 2023
Tru Independence Asset Management 2 2022 Q3 filed Oct. 31, 2022
Tru Independence Asset Management 2 2022 Q2 filed Aug. 2, 2022
Tru Independence Asset Management 2 2022 Q1 filed April 27, 2022
Tru Independence Asset Management 2 2021 Q4 filed Jan. 20, 2022
Tru Independence Asset Management 2 2021 Q3 filed Nov. 5, 2021
Tru Independence Asset Management 2 2021 Q2 filed July 21, 2021
Tru Independence Asset Management 2 2021 Q1 filed May 19, 2021

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