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THREE CORD TRUE WEALTH MANAGEMENT, LLC 13F portfolio summary

THREE CORD TRUE WEALTH MANAGEMENT, LLC of THREE CORD TRUE WEALTH MANAGEMENT, LLC has 43 current stock holdings with a reported portfolio value of $210.2M. The portfolio 1 year return is +20.04%. Top holdings include SPYG (15.06%), RECS (14.57%), AVLV (13.56%), FNX (10.09%), JAAA (9.49%).

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THREE CORD TRUE WEALTH MANAGEMENT, LLC

THREE CORD TRUE WEALTH MANAGEMENT, LLC
Latest filing: 2026-06-30

THREE CORD TRUE WEALTH MANAGEMENT, LLC runs THREE CORD TRUE WEALTH MANAGEMENT, LLC and currently holds 43 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $210.19M. Their top holdings are SPYG, RECS, AVLV, FNX, JAAA. The top five represent 62.8% of reported portfolio weight. THREE CORD TRUE WEALTH MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, THREE CORD TRUE WEALTH MANAGEMENT, LLC initiated 3 new positions. They added to 23 existing positions. They trimmed 2 positions. Their current best-performing preview position is SOXX with returns of +94.96%.

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Top 5 Holdings
SPYG15.1%
RECS14.6%
AVLV13.6%
FNX10.1%
JAAA9.5%
Top 5: 62.8%
Portfolio Returns
1 Year
+20.04%
#0/1000
3 Year
+24.38%
#0/1000
5 Year
+24.38%
#0/1000

Portfolio Value

$210.19M

Alpha Score

22.1

#0 of 1000

Holdings

43

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43 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
SPYG
SPDR SERIES TRUST
15.06%$90.80$120.23+32.41%
Added
+6.80%
RECS
COLUMBIA ETF TR I
14.57%$36.31$45.14+24.32%
Added
+6.27%
AVLV
AMERICAN CENTY ETF TR
13.56%$69.62$94.63+35.92%
Added
+5.50%
FNX
FIRST TR EXCHANGE-TRADED ALP
10.09%$118.71$145.88+22.88%
Added
+5.95%
JAAA
JANUS DETROIT STR TR
9.49%$50.68$50.67-0.02%
Added
+2.47%
IDMO
INVESCO EXCH TRADED FD TR II
9.01%$52.50$62.87+19.74%
Added
+8.27%
AVUV
AMERICAN CENTY ETF TR
7.61%$98.66$126.43+28.15%
Added
+5.61%
EDIV
SPDR INDEX SHS FDS
4.11%$36.42$42.11+15.62%
Added
+7.28%
BUFR
FIRST TR EXCHNG TRADED FD VI
3.61%$34.39$37.30+8.45%
Added
+7.42%
OUNZ
VANECK MERK GOLD ETF
3.20%$34.77$44.35+27.55%
Added
+6.84%

Showing 1-10 of 43