13F Filings History of Three Cord True Wealth Management, LLC

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$171,923,339
Signature - Title
Amanda Lee Albanese - CCO
Location
Beaver, PA
Summary
This page shows a list of all the recent 13F filings made by Three Cord True Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Three Cord True Wealth Management, LLC reported 39 stock holdings with total value $171,923,339 as of Q4 2025. Top holdings included RECS, SPYG, AVLV, JAAA, and FNX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 39 $171,923,339 +$22,774,608 -$1,771,143 +$21,003,465 RECS, SPYG, AVLV, JAAA, FNX 13F-HR 05 Feb 2026, 17:10
Q3 2025 32 $147,756,620 +$5,708,890 -$1,306,092 +$4,402,798 SPYG, RECS, AVLV, JAAA, FNX 13F-HR 04 Nov 2025, 09:03
Q2 2025 28 $133,931,145 +$22,758,680 -$14,772,034 +$7,986,646 SPYG, RECS, AVLV, JAAA, FNX Restatement 06 Aug 2025, 09:34
Q1 2025 27 $116,603,728 +$6,652,626 -$923,016 +$5,729,610 SPYG, RECS, JAAA, AVLV, FNX 13F-HR 22 Apr 2025, 16:58
Q4 2024 27 $115,595,256 $0 $0 $0 SPYG, JAAA, RECS, AVLV, FNX 13F-HR 19 Feb 2025, 14:36