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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Trueblood Wealth Management LLC
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| CRD # | 321659 |
| SEC # | 801-125794 |
| CIK # | 0002005380 |
| AUM | $430.8 M (2025-02-12) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 419-812-2998 |
| Address | 2500 Shawnee Road Lima, OH 45806 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 13.0 | ||
| Apple Inc | 7.3 | ||
| Microsoft Corp | 7.3 | ||
| Gallagher Arthur J & Co | 3.2 | ||
| Nvidia Corp | 3.2 | ||
| Oracle Corp | 3.1 | ||
| Accenture PLC | 2.7 | ||
| Republic Services Inc | 2.7 | ||
| Cincinnati Financial Corp | 2.6 | ||
| Caterpillar Inc | 2.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 221 | 49.9 |
| (b) Individuals (high net worth individuals) | 75 | 323.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 23.5 |
| (h) Charitable organizations | 7 | 24.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 9.1 |
| (n) Other | 0 | 0.0 |
| Total | 973 | 430.8 |
| By Discretionary | ||
| Discretionary | 802 | 405.7 |
| Non-Discretionary | 171 | 25.2 |
| Total | 973 | 430.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 430.8 | |
| Total | 973 | 430.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002005380] |
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