Institutions / truNorth Financial Services, Inc.
truNorth Financial Services, Inc.
CIK 2108201 · Institution · as of Dec 31, 2025
Portfolio value
$92.21M
Positions
48
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 48 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $14.64M | 15.9% |
| Schwab Strategic Tr | $12.95M | 14.0% |
| Vanguard Whitehall Fds | $12.25M | 13.3% |
| WisdomTree Trust | $12.23M | 13.3% |
| SPDR Gold Tr | $6.19M | 6.7% |
| Vanguard Scottsdale Fds | $4.97M | 5.4% |
| iShares Silver Tr | $3.68M | 4.0% |
| SPDR Series Trust | $2.10M | 2.3% |
| NVIDIA Corp | $2.01M | 2.2% |
| Vanguard Specialized Funds | $1.86M | 2.0% |
| SPDR S&P 500 ETF Tr | $1.83M | 2.0% |
| Apple Inc. | $1.17M | 1.3% |
| SPDR Dow Jones Indl Average | $1.06M | 1.2% |
| Invesco Exchange Traded Fd T | $1.03M | 1.1% |
| Vanguard Index Fds | $886.7K | 1.0% |
| Palantir Technologies Inc | $854.4K | 0.9% |
| Orrstown Financial Services Inc | $831.2K | 0.9% |
| Amazon.com Inc | $686.7K | 0.7% |
| Vanguard Index Fds | $678.6K | 0.7% |
| Invesco Qqq Tr | $676.5K | 0.7% |
| WisdomTree Tr | $633.9K | 0.7% |
| Alphabet Inc. | $514.9K | 0.6% |
| AbbVie Inc. | $512.7K | 0.6% |
| iShares Tr | $489.8K | 0.5% |
| Vanguard Index Fds | $484.9K | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.