Tru Independence Asset Management 2, LLC reported 31 positions worth $42.40M for the quarter ended Jun 30, 2026, up 25.8% on the prior quarter. It opened 10 new positions, added to 15, trimmed 1 and exited 5. Its largest holding is Amazon Com Inc at 18.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMZN Amazon Com Inc | +5,033 | +18.5% | $1.20M | 18.08% |
| IAU Ishares Gold Trust | +13.2K | +370.0% | $999.90K | 3% |
| DDOG Datadog, Inc. | +2,304 | – | $599.87K | 1.41% |
| SLNH Soluna Holdings, Inc | +430.7K | – | $581.50K | 1.37% |
| NVDA Nvidia Corp | +2,747 | +15.9% | $549.65K | 9.42% |
| AMD Advanced Micro Devices Inc | +903 | – | $524.56K | 1.24% |
| AAOI Applied Optoelectronics, Inc. | +3,000 | – | $444.48K | 1.05% |
| BLZE Backblaze, Inc. | +22.0K | – | $348.13K | 0.821% |
| IREN IREN Ltd | +7,391 | – | $337.99K | 0.797% |
| LRCX Lam Research Corp | +734 | – | $318.26K | 0.751% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ASTS AST SpaceMobile, Inc. | -5,141 | -100.0% | $426.04K | Exited |
| ZM Zoom Communications, Inc. | -4,523 | -100.0% | $363.60K | Exited |
| NU Nu Holdings Ltd. | -20.1K | -100.0% | $289.10K | Exited |
| ROKU Roku, Inc | -2,292 | -100.0% | $216.87K | Exited |
| OPTX Syntec Optics Holdings, Inc. | -10.0K | -100.0% | $70.30K | Exited |
| UL Unilever Plc | -610 | -11.7% | $36.67K | 0.654% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| DDOG Datadog, Inc. | +2,304 | $599.87K | 1.41% |
| SLNH Soluna Holdings, Inc | +430.7K | $581.50K | 1.37% |
| AMD Advanced Micro Devices Inc | +903 | $524.56K | 1.24% |
| AAOI Applied Optoelectronics, Inc. | +3,000 | $444.48K | 1.05% |
| BLZE Backblaze, Inc. | +22.0K | $348.13K | 0.821% |
| IREN IREN Ltd | +7,391 | $337.99K | 0.797% |
| LRCX Lam Research Corp | +734 | $318.26K | 0.751% |
| AVGO Broadcom Inc. | +670 | $253.09K | 0.597% |
| HOOD Robinhood Markets, Inc. | +2,286 | $229.24K | 0.541% |
| LWLG Lightwave Logic, Inc. | +10.0K | $94.60K | 0.223% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN Amazon Com Inc | Consumer Discretionary | 32.2K | $7.67M | 18.08% | +5,033 | +18.5% | Added | 0% |
| 2 | GOOGL Alphabet Inc. | Technology | 20.1K | $7.19M | 16.96% | +702 | +3.6% | Added | 0% |
| 3 | BRK-B Berkshire Hathaway Inc | Financial Services | 9,976 | $4.99M | 11.77% | +25 | +0.3% | Added | 0% |
| 4 | NVDA Nvidia Corp | Technology | 20.0K | $4.00M | 9.42% | +2,747 | +15.9% | Added | 0% |
| 5 | MSFT Microsoft Corp | Technology | 7,441 | $2.78M | 6.55% | +424 | +6.0% | Added | 0% |
| 6 | AAPL Apple Inc. | Technology | 8,987 | $2.60M | 6.13% | +508 | +6.0% | Added | 0% |
| 7 | META Meta Platforms, Inc. | Technology | 2,540 | $1.43M | 3.37% | +50 | +2.0% | Added | 0% |
| 8 | IAU Ishares Gold Trust | Others | 16.8K | $1.27M | 3% | +13.2K | +370.0% | Added | 0% |
| 9 | FBTC Fidelity Wise Origin Bitcoin Fund | Others | 22.0K | $1.12M | 2.65% | 0 | 0.0% | Unchanged | 0.01% |
| 10 | EPD Enterprise Products Partners L.P. | Energy | 28.4K | $1.04M | 2.46% | 0 | 0.0% | Unchanged | 0% |
| 11 | LMT Lockheed Martin Corp | Industrials | 1,799 | $916.52K | 2.16% | +3 | +0.2% | Added | 0% |
| 12 | SGOL abrdn Gold ETF Trust | Others | 16.0K | $611.18K | 1.44% | 0 | 0.0% | Unchanged | 0.01% |
| 13 | DDOG Datadog, Inc. | Technology | 2,304 | $599.87K | 1.41% | +2,304 | – | New | 0% |
| 14 | SLNH Soluna Holdings, Inc | Technology | 430.7K | $581.50K | 1.37% | +430.7K | – | New | 0.19% |
| 15 | NFLX Netflix Inc | Technology | 7,437 | $531.00K | 1.25% | +4,443 | +148.4% | Added | 0% |
Tip. Select a row to see that position’s full history at Tru Independence Asset Management 2.
As of its Q2 2026 13F filing, Tru Independence Asset Management 2, LLC’s five largest positions were Amazon Com Inc (AMZN) at 18.1%, Alphabet Inc. (GOOGL) at 17.0%, Berkshire Hathaway Inc (BRK-B) at 11.8%, Nvidia Corp (NVDA) at 9.4%, Microsoft Corp (MSFT) at 6.5% of the reported portfolio.
Tru Independence Asset Management 2, LLC reported a 13F portfolio worth $42.40M across 31 positions for Q2 2026. That is up 25.8% from the previous quarter.
Its largest purchases by value were Amazon Com Inc ($1.20M), Ishares Gold Trust ($999.90K), Datadog, Inc. ($599.87K). It opened 10 new positions.
Its largest sales by value were AST SpaceMobile, Inc. ($426.04K), Zoom Communications, Inc. ($363.60K), Nu Holdings Ltd. ($289.10K). It exited 5 positions entirely.
From the Form 13F-HR reports Tru Independence Asset Management 2, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.