Tru Independence Llc Portfolio Shifts in Q3 2026
This quarter, Tru Independence Llc saw significant changes in its holdings, including major exits from Cisco stock and substantial additions to Vanguard World Fund stocks.
According to the latest filing data available on InsiderSet, Tru Independence Llc experienced notable shifts in its portfolio during Q3 2026. The investor's holdings reflect a mix of significant stock purchases and sales, indicating active management of their assets.
Major Exits: Significant Reductions This Quarter
The most prominent change involves the reduction of shares in Cisco Systems Inc (CSCO). The position saw a massive decrease, with 70,802 fewer shares held compared to the previous quarter. This represents an unprecedented -97.05% change in holdings for this stock and accounts for approximately 0.11% of Tru Independence Llc's total portfolio value.
Prominent Purchases: Boosting Positions
In contrast to the heavy selling, there were substantial purchases reported by Tru Independence Llc this quarter:
- Vanguard Total Stock Market ETF (VGT) experienced a significant increase in allocation. The investor added over 22,600 shares to this position during Q3.
- Fidelity MERRIMACK STR TR (FBND) also saw a substantial boost. The number of shares increased by more than 41,000 in this quarter alone, marking an increase of +10.53%.
Other Notable Activity: Smaller Changes and New Positions
The investor also engaged in other noteworthy transactions:
- Harbor ETF Trust (HGER) was another stock with increased holdings, showing a modest +6.47% change.
- WisdomTree TR (RDVY), despite being listed in the top holdings by weight previously, is included here as it appears in changed_holdings with a positive share change.
- Several other funds were added or increased slightly: Fiduciary COVINGTON TRUST (FESM), SCHWAB STRATEGIC TR (SCHM), COLUMBIA ETF TR II (INCO), and FIRST TR EXCHANGE-TRADED FD (HISF).
These changes, along with the significant reduction in Cisco stock, demonstrate Tru Independence Llc's dynamic approach to managing its portfolio. The investor continues to adjust their positions based on market opportunities.
No Activity Disclosed for Certain Categories
The available data does not disclose any specific activity related to certain sectors or categories:
- There is no information provided about changes in the investor's allocation of bonds or fixed income securities during this period.
- No transactions involving commodities, currencies, or real estate are detailed within these disclosures.
The overall portfolio value stood at $221,517,187 as of September 30th, reflecting the changes observed in this quarter's filing. Further details on holdings can be explored through InsiderSet.