Three Cord True Wealth Management, LLC Top Holdings and 13F Report (2026) About Three Cord True Wealth Management, LLCInvestment ActivityThree Cord True Wealth Management, LLC has $179.96 million in total holdings as of March 31, 2026.Three Cord True Wealth Management, LLC owns shares of 39 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 5.27% of the portfolio was purchased this quarter.About 0.44% of the portfolio was sold this quarter.This quarter, Three Cord True Wealth Management, LLC has purchased 39 new stocks and bought additional shares in 21 stocks.Three Cord True Wealth Management, LLC sold shares of 4 stocks and completely divested from 3 stocks this quarter.Largest Holdings Columbia Research Enhanced Core ETF $25,952,377SPDR Portfolio S&P 500 Growth ETF $24,391,435Avantis U.S. Large Cap Value ETF $23,873,592Janus Henderson AAA CLO ETF $19,416,175First Trust Mid Cap Core AlphaDEX Fund $17,540,694 Largest New Holdings this Quarter 37954Y848 - Global X Silver Miners ETF $306,092 Holding22160K105 - Costco Wholesale $223,230 Holding46138J783 - Invesco BulletShares 2027 Corporate Bond ETF $213,049 Holding Largest Purchases this Quarter Columbia Research Enhanced Core ETF 33,376 shares (about $1.30M)Avantis U.S. Large Cap Value ETF 15,973 shares (about $1.29M)SPDR Portfolio S&P 500 Growth ETF 12,235 shares (about $1.20M)Invesco S&P International Developed Momentum ETF 17,686 shares (about $969.90K)First Trust Mid Cap Core AlphaDEX Fund 6,660 shares (about $854.09K) Largest Sales this Quarter ProShares S&P 500 Aristocrats ETF 110 shares (about $11.66K)NVIDIA 28 shares (about $4.88K)Small Cap US Equity Select ETF 16 shares (about $467.34)SPDR Portfolio Emerging Markets ETF 5 shares (about $234.55) Sector Allocation Over TimeMap of 500 Largest Holdings ofThree Cord True Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRECSColumbia Research Enhanced Core ETF$25,952,377$1,300,998 ▲5.3%665,78614.4%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$24,391,435$1,197,929 ▲5.2%249,12113.6%ETFAVLVAvantis U.S. Large Cap Value ETF$23,873,592$1,287,582 ▲5.7%296,16213.3%ETFJAAAJanus Henderson AAA CLO ETF$19,416,175$765,674 ▲4.1%385,47110.8%ETFFNXFirst Trust Mid Cap Core AlphaDEX Fund$17,540,694$854,092 ▲5.1%136,7789.7%ManufacturingIDMOInvesco S&P International Developed Momentum ETF$15,904,203$969,900 ▲6.5%290,0118.8%ETFAVUVAvantis U.S. Small Cap Value ETF$13,404,158$746,001 ▲5.9%121,3387.4%ETFEDIVSPDR S&P Emerging Markets Dividend ETF$7,761,788$442,688 ▲6.0%196,6014.3%ETFOUNZVanEck Merk Gold ETF$7,351,771$384,097 ▲5.5%163,1914.1%ETFBUFRFT Vest Laddered Buffer ETF$6,525,069$421,584 ▲6.9%193,2213.6%ETFNOBLProShares S&P 500 Aristocrats ETF$2,961,387$11,661 ▼-0.4%27,9351.6%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$2,774,410$42,613 ▲1.6%30,2751.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$934,013$235 ▼0.0%19,9110.5%ETFQQQMInvesco NASDAQ 100 ETF$909,399$45,387 ▲5.3%3,8270.5%ETFIOOiShares Global 100 ETF$850,8250.0%7,0330.5%ETFGDXVanEck Gold Miners ETF$838,778$92 ▲0.0%9,1400.5%ETFRNSCSmall Cap US Equity Select ETF$800,669$467 ▼-0.1%27,4120.4%ETFIAUiShares Gold Trust$789,561$9,962 ▲1.3%8,9560.4%FinanceAAPLApple$706,249$20,809 ▲3.0%2,7830.4%Computer and TechnologyPGIM ETF TR$614,939$104,051 ▲20.4%12,0150.3%AAA CLO ETFDJDInvesco Dow Jones Industrial Average Dividend ETF$524,2170.0%8,7750.3%ETFQQQInvesco QQQ$506,100$31,739 ▲6.7%8770.3%FinanceMSFTMicrosoft$501,349$69,611 ▲16.1%1,3540.3%Computer and TechnologyQTECFirst Trust NASDAQ-100 Technology Sector Index Fund$338,4410.0%1,5670.2%ManufacturingIVWiShares S&P 500 Growth ETF$324,2860.0%2,8670.2%ETFSILGlobal X Silver Miners ETF$306,092$306,092 ▲New Holding3,3980.2%ETFIWRiShares Russell Mid-Cap ETF$301,7040.0%3,1030.2%ETFIVViShares Core S&P 500 ETF$301,226$14,375 ▲5.0%4610.2%ETFNVDANVIDIA$278,527$4,883 ▼-1.7%1,5970.2%Computer and TechnologySOXXiShares Semiconductor ETF$261,301$27,609 ▲11.8%7950.1%ETFIDCCInterDigital$259,1160.0%8580.1%Computer and TechnologyMNSTMonster Beverage$232,0170.0%3,2020.1%Consumer StaplesITAiShares U.S. Aerospace & Defense ETF$231,8760.0%1,0600.1%ETFCOSTCostco Wholesale$223,230$223,230 ▲New Holding2240.1%Retail/WholesaleAMZNAmazon.com$220,974$1,250 ▲0.6%1,0610.1%Retail/WholesaleSNASnap-On$220,4740.0%6070.1%Consumer DiscretionaryBSCRInvesco BulletShares 2027 Corporate Bond ETF$213,049$213,049 ▲New Holding10,8560.1%ETFGOOGAlphabet$210,3570.0%7330.1%Computer and TechnologyIYWiShares U.S. Technology ETF$202,2830.0%1,1150.1%ManufacturingGLDSPDR Gold Shares$0$343,601 ▼-100.0%00.0%FinanceJPMJPMorgan Chase & Co.$0$211,066 ▼-100.0%00.0%FinanceBABoeing$0$211,041 ▼-100.0%00.0%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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