13F Filings History of Trueblood Wealth Management, LLC

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$256,207,428
Signature - Title
Phillip G. Trueblood - Managing Partner
Location
Lima, OH
Summary
This page shows a list of all the recent 13F filings made by Trueblood Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Trueblood Wealth Management, LLC reported 252 stock holdings with total value $256,207,428 as of Q4 2025. Top holdings included JPM, AAPL, MSFT, RSP, and NVDA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 252 $256,207,428 +$13,824,091 -$14,135,312 -$311,221 JPM, AAPL, MSFT, RSP, NVDA 13F-HR 20 Jan 2026, 21:27
Q3 2025 254 $256,406,145 +$9,161,452 -$4,950,959 +$4,210,493 JPM, AAPL, MSFT, RSP, ORCL 13F-HR 23 Oct 2025, 20:13
Q2 2025 249 $239,145,003 +$13,864,400 -$2,676,354 +$11,188,046 JPM, AAPL, MSFT, RSP, RDVI 13F-HR 22 Jul 2025, 18:18
Q1 2025 235 $215,577,980 +$20,059,720 -$6,682,602 +$13,377,118 JPM, AAPL, MSFT, AJG, RSP 13F-HR 15 Apr 2025, 09:56
Q4 2024 225 $202,905,540 +$13,461,440 -$7,253,929 +$6,207,511 JPM, AAPL, MSFT, ACN, SDVY 13F-HR 16 Jan 2025, 11:09
Q3 2024 231 $199,186,426 +$13,343,067 -$3,432,929 +$9,910,138 JPM, AAPL, MSFT, ACN, SDVY 13F-HR 23 Oct 2024, 17:09
Q2 2024 218 $177,206,307 +$8,145,776 -$4,012,274 +$4,133,502 JPM, AAPL, MSFT, ACN, CVX 13F-HR 07 Aug 2024, 19:22
Q1 2024 224 $174,632,611 +$11,742,294 -$9,360,696 +$2,381,598 JPM, AAPL, MSFT, ACN, CVX 13F-HR 26 Apr 2024, 12:31
Q4 2023 208 $159,404,841 $0 $0 $0 JPM, AAPL, MSFT, ACN, UNH 13F-HR 18 Jan 2024, 09:40