Trueblood Wealth Management Q2 2026: Major Investments in VO and Significant Reductions in TSCO Shares
Trueblood Wealth Management, LLC disclosed notable changes to its portfolio during the second quarter of 2026, including a substantial increase in Vanguard ETF holdings (VO) and a significant reduction in Tractor Supply Company shares.
According to data from Trueblood Wealth Management, the portfolio held by this investment advisor as of June 30, 2026 (Q2 2026), showed several significant changes compared to the previous quarter.
One of the most prominent activities was a substantial increase in holdings. The firm added shares worth $1,353,540 at an average price of approximately $80 each, representing a nearly 324% jump in value for VANGUARD INDEX FDS (VO). This ETF is listed as one of the significant buys by Trueblood this quarter.
Another major addition was to KLA CORP (KLAC), which saw its portfolio allocation increase from $5,142,044 in Q1 2026 to a substantial $13,145,159 as of the most recent filing date. This represents an over 700% increase for this Technology sector stock.
Conversely, Trueblood significantly reduced its exposure to TRACTOR SUPPLY CO (TSCO). The value of TSCO holdings dropped from $1,760,366 in Q1 2026 to just $580,366 as of June 30, a reduction of over 67%.
Additionally, the firm sold shares worth approximately $49,921 at FARMERS NATIONAL BANC CORP (FMNB), which experienced a 100% change in its portfolio allocation during this period.
Trueblood also noted other activities, including the initiation of positions in AMRIZE LTD (AMRZ), a small investment worth $225,249. Furthermore, there were slight increases observed in some holdings like INVESCO EXCHANGE TRADED FD T (RSP) and significant additions to funds such as FIRST TR EXCHANGE-TRADED FD (FGD).
In summary, Trueblood's portfolio saw notable shifts in Q2 2026. The firm demonstrated strong buying interest in large-cap ETFs like VO and Technology stock KLAC while simultaneously reducing its stake in Consumer Cyclical company TSCO.