Institutional filer · SEC 13F · Q4 2025
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
The reported 13F portfolio of TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC (CIK 1849497) - top holdings, how concentrated the book is, and what changed last quarter.
- $159.8M
- Reported book
- 86
- Positions
- #242
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC ranks #242 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2025 the reported book is $159.8M across 86 positions, a moderately concentrated portfolio.
- $159.8M
- reported 13F value
- 86
- disclosed positions
- 11.1%
- in DIMENSIONAL ETF TRUST
- #242
- of 360 filers
Top-5 share 27.1% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC ranks #242 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC sits by disclosed position count
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC reports 86 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
86 201st of 360 higher than 159 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC reports $0.16B across 86 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1849497 · Q4 2025 $160M book
BOOK-LIGHT · POS-FOCUS · CONC-MID · LEAD-HEAVY · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #242/360
- POS-FOCUS 86 names
- CONC-MID 27% top-5
- LEAD-HEAVY 11.1% top
- PHOTO-FINISH Cypress ,
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2025
Photo-finish peer on reported book: Cypress Capital Advisors, LLC
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$159.8M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $17.7M | 11.1% |
| 2 | DIMENSIONAL ETF TRUST | $7.0M | 4.4% |
| 3 | DIMENSIONAL ETF TRUST | $6.4M | 4.0% |
| 4 | ISHARES TR | $6.1M | 3.8% |
| 5 | ALPHABET INC | $6.0M | 3.8% |
| 6 | INVESCO QQQ TR | $6.0M | 3.8% |
| 7 | VANGUARD MALVERN FDS | $6.0M | 3.7% |
| 8 | DIMENSIONAL ETF TRUST | $5.8M | 3.6% |
| 9 | ISHARES TR | $5.5M | 3.5% |
| 10 | ISHARES TR | $5.5M | 3.4% |
| 11 | AMAZON COM INC | $5.2M | 3.3% |
| 12 | BERKSHIRE HATHAWAY INC DEL | $5.0M | 3.1% |
| 13 | DIMENSIONAL ETF TRUST | $4.2M | 2.6% |
| 14 | DIMENSIONAL ETF TRUST | $4.1M | 2.5% |
| 15 | DIMENSIONAL ETF TRUST | $4.0M | 2.5% |
| 16 | GOLDMAN SACHS ETF TR | $3.1M | 1.9% |
| 17 | DIMENSIONAL ETF TRUST | $3.0M | 1.9% |
| 18 | DIMENSIONAL ETF TRUST | $2.7M | 1.7% |
| 19 | ISHARES TR | $2.6M | 1.6% |
| 20 | ISHARES TR | $2.5M | 1.6% |
| 21 | ISHARES TR | $2.4M | 1.5% |
| 22 | ISHARES TR | $2.3M | 1.4% |
| 23 | APPLE INC | $2.2M | 1.4% |
| 24 | ISHARES TR | $2.1M | 1.3% |
| 25 | ISHARES INC | $2.0M | 1.3% |
Latest Quarter Trades · Q4 2025
New positions (86)
Frequently Asked Questions
- How big is TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's 13F portfolio?
- TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC reports $159.8M of long US-equity positions across 86 securities as of Q4 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC ranks #242 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's largest position?
- TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's largest reported position is DIMENSIONAL ETF TRUST at $17.7M, about 11.1% of its reported book as of Q4 2025.
- What did TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC trade last quarter?
- In its Q4 2025 filing, TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC opened 86 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($159.8M here).
Similar holding count
Nearest filers by number of disclosed positions (86 here).
Using this filing
- The rankings sort every tracked filer the same way TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Cypress Capital Advisors, LLC reported the nearest book value ($159.8M) this quarter, a useful scale comparison for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.