TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
All 13F Filings
- Location
- Portland, OR
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 162,556
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/22/2026 | 82 | 162,556 | 13F-HR | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC |
| Q4 2025 | 2/24/2026 | 86 | 159,761 | 13F-HR | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC |
| Q3 2025 | 10/22/2025 | 86 | 152,093 | 13F-HR | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC |
| Q2 2025 | 7/16/2025 | 90 | 146,113 | 13F-HR | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 34.85 K | 21.4% | 0 | 104 K | -104 K |
| ETFs | 127.2 K | 78.3% | 106.8 K | 0 | 106.8 K |
| Debt | 478 | 0.3% | 0 | 2 | -2 |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
162,556
Holdings
82
QoQ value change ($000)
2,795
(1.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.