Three Cord True Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Three Cord True Wealth Management, LLC held in its portfolio 38 assets valued at $171,923,339 (i.e. $171.92M).

The most valuable assets in the portfolio included: SPDR SERIES TRUST ($28.00M), COLUMBIA ETF TR I ($25.83M), and AMERICAN CENTY ETF TR ($21.23M).

The chart below shows the top 10 valuable assets, and the table below shows the top 38 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Three Cord True Wealth Management, LLC Portfolio

SPDR SERIES TRUST

COLUMBIA ETF TR I

AMERICAN CENTY ETF TR

JANUS DETROIT STR TR

FIRST TR EXCHANGE-TRADED ALP

INVESCO EXCH TRADED FD TR II

AMERICAN CENTY ETF TR

SPDR INDEX SHS FDS

VANECK MERK GOLD ETF

FIRST TR EXCHNG TRADED FD VI

Three Cord True Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
SPDR SERIES TRUST	266696	27999810	STATE STREET SPD
COLUMBIA ETF TR I	632410	25827640	RESH ENHNC COR
AMERICAN CENTY ETF TR	280189	21229960	US LARGE CAP VLU
JANUS DETROIT STR TR	370270	18728250	HENDRSON AAA CL
FIRST TR EXCHANGE-TRADED ALP	130118	16391704	COM SHS
INVESCO EXCH TRADED FD TR II	272325	15133092	S&P INTL MOMNT
AMERICAN CENTY ETF TR	114585	11685357	US SML CP VALU
SPDR INDEX SHS FDS	185388	7257942	S&P EM MKT DIV
VANECK MERK GOLD ETF	154665	6415498	GOLD SHS
FIRST TR EXCHNG TRADED FD VI	180737	6192058	FT VEST LADDERED
PROSHARES TR	28045	2918619	S&P 500 DV ARIST
SPDR INDEX SHS FDS	19916	932255	PORTFOLIO EMG MK
INVESCO EXCH TRADED FD TR II	3636	919634	NASDAQ 100 ETF
ISHARES TR	7033	890913	GLOBAL 100 ETF
FIRST TR EXCHANGE TRADED FD	27428	834713	FIRST TRUST SMID
VANECK ETF TRUST	9139	783852	GOLD MINERS ETF
APPLE INC	2701	734179	COM
ISHARES GOLD TR	8843	717788	ISHARES NEW
MICROSOFT CORP	1166	563834	COM
PGIM ETF TR	9982	511679	AAA CLO ETF
INVESCO QQQ TR	822	505107	UNIT SER 1
INVESCO EXCHANGE TRADED FD T	8775	501405	DJ INDL AVG DV
FIRST TR EXCHANGE-TRADED FD	1567	360739	SHS
ISHARES TR	2867	353385	S&P 500 GRWT ETF
SPDR GOLD TR	867	343601	GOLD SHS
NVIDIA CORPORATION	1625	303076	COM
ISHARES TR	439	300723	CORE S&P500 ETF
ISHARES TR	3103	298726	RUS MID CAP ETF
INTERDIGITAL INC	858	273170	COM
MONSTER BEVERAGE CORP NEW	3202	245497	COM
AMAZON COM INC	1055	243515	COM
ALPHABET INC	733	230100	CAP STK CL C
ISHARES TR	1060	227572	US AER DEF ETF
ISHARES TR	1115	222643	U.S. TECH ETF
ISHARES TR	711	214024	ISHARES SEMICDTR
JPMORGAN CHASE & CO.	655	211066	COM
BOEING CO	972	211041	COM
SNAP ON INC	607	209172	COM