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Showing Q3 2025 data
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
•CIK: 1849497•Filing: Q3 2025
**TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC** manages $152M across a diversified portfolio of 86 positions. The fund exhibits notable concentration in specific sectors, with top holdings including DFAC at $16.6M and DFSD at $6.7M. Significant allocations are also maintained in core ETFs such as IEF ($5.4M) and IVV ($4.8M), alongside technology and market-weighted vehicles like NDQ ($5.3M) and VTIP ($5.3M). This structure suggests a tactical approach balancing concentrated equity bets with broad market exposure.
Total AUM
$152.1M
QoQ Performance
+4.1%
Positions
49
Top 10 Concentration
44.0%
Latest Filing
Q3 2025
Top Holdings Allocation
DFAC
DFAC10.9%
DFSD4.4%
DFGP4.1%
DFCF3.8%
IEI3.8%
IEF3.6%
VTIP3.5%
NDQ3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other81.1%
Technology8.5%
ETF3.7%
Financial3.3%
Consumer2.5%
Industrial0.6%
Communication0.3%
🚪 Exited Positionssold since Q2 2025
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TIDAL TR II
SOLD
$242.2K
+5 more exited positions
Changes from Q2 2025
NEW6 new positions
↑26 increased
↓31 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024