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TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
hedge fundUpdated 33 days agoManaged by Tru Independence Asset Management 2, Llc • Latest filing Q2 2026
Portfolio value
$184.7M
Q2 2026
Filings
8
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
23.3%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 8 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2024 | $118.7M |
| Q4 2024 | $120.1M |
| Q1 2025 | $133.6M |
| Q2 2025 | $146.1M |
| Q3 2025 | $152.1M |
| Q4 2025 | $159.8M |
| Q1 2026 | $162.6M |
| Q2 2026 | $184.7M |
Top holdings
97 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $20.2M | 455.6K | 10.94% | — |
| 2 | Q QQQ INVESCO QQQ TR | $8.3M | 11.3K | 4.50% | — |
| 3 | E ETHA ISHARES TR | $7.8M | 10.4K | 4.21% | — |
| 4 | A AMZN AMAZON COM INC | $7.7M | 32.2K | 4.15% | — |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $7.6M | 138.8K | 4.09% | — |
| 6 | G GOOGN ALPHABET INC | $7.2M | 20.1K | 3.89% | — |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $7M | 145.9K | 3.77% | — |
| 8 | V VGES VANGUARD MALVERN FDS | $6.7M | 132.9K | 3.62% | — |
| 9 | ? N/A DIMENSIONAL ETF TRUST | $5.6M | 132.0K | 3.02% | — |
| 10 | E ETHA ISHARES TR | $5.5M | 47.0K | 2.99% | — |
| 11 | E ETHA ISHARES TR | $5.4M | 57.4K | 2.94% | — |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $5.1M | 122.8K | 2.78% | — |
| 13 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $5M | 10.0K | 2.70% | — |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $4.9M | 92.2K | 2.68% | — |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $4.3M | 116.4K | 2.35% | — |
| 16 | N NVDA NVIDIA CORPORATION | $4M | 20.0K | 2.16% | — |
| 17 | ? N/A DIMENSIONAL ETF TRUST | $3.6M | 66.7K | 1.98% | — |
| 18 | ? N/A DIMENSIONAL ETF TRUST | $3.3M | 85.1K | 1.79% | — |
| 19 | G GS-PD GOLDMAN SACHS ETF TR | $3M | 30.0K | 1.63% | — |
| 20 | E ETHA ISHARES TR | $2.9M | 38.0K | 1.55% | — |