TruNorth Capital Management, LLC
Sector Allocation
- Other91.5%$586.8M
- Technology4.7%$29.8M
- Financials1.3%$8.3M
- Healthcare1.2%$7.5M
- Consumer Discretionary0.5%$3.4M
- Industrials0.5%$3.0M
- Energy0.1%$947,616
- Materials0.1%$630,297
- Consumer Staples0.1%$515,021
- Communication Services0.1%$444,851
AUM History
13fpro.ai/research/fund/trunorth-capital-management-llc-1639695
Conviction and streaks
Concentrating · top 10 = 75.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- SCHWAB$164.2M
- SCHWAB$69.5M
- DIMENSIONAL$62.8M
- SCHWAB$53.4M
- SCHWAB$31.6M
- SCHWAB$30.2M
- ISHARES$26.2M
- SCHWAB$18.9M
- DIMENSIONAL$16.2M
SPY
$11.1MQQQ
$9.2M- VANGUARD$9.0M
- DIMENSIONAL$9.0M
- VANGUARD$8.9M
NVDA
$7.1M- ISHARES$6.3M
AAPL
$6.2M- VANGUARD$5.0M
SYK
$5.0M- DIMENSIONAL$4.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/trunorth-capital-management-llc-1639695
TruNorth Capital Management, LLC 13F holdings — Q3 2026
$641.3M portfolio (+3.0% QoQ) · 123 holdings · Q3 2026 13F · top 10 are 76% of the stock portfolio
- 1
SCHWAB STRATEGIC TR - US BRD MKT ETF
$164.2M
25.6% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SCHWAB STRATEGIC TR - INTL EQTY ETF
$69.5M
10.8% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
DIMENSIONAL ETF TRUST - CORE FIXE IN ETF
$62.8M
9.8% of stocks
+113%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SCHWAB STRATEGIC TR - SHT TM US TRES
$53.4M
8.3% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SCHWAB STRATEGIC TR - US SML CAP ETF
$31.6M
4.9% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
SCHWAB STRATEGIC TR - FUNDAMENTAL US L
$30.2M
4.7% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - CORE S&P TTL STK
$26.2M
4.1% of stocks
-0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
SCHWAB STRATEGIC TR - EMRG MKTEQ ETF
$18.9M
2.9% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
DIMENSIONAL ETF TRUST - GLOB CO PLUS ETF
$16.2M
2.5% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $11.1M
1.7% of stocks
-0.5%This quarter-0.6%Since filed10+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR - US BRD MKT ETF | $164.2M | 25.6% | +3% | — | — | — | — | |
| 2 | SCHWAB STRATEGIC TR - INTL EQTY ETF | $69.5M | 10.8% | +6% | — | — | — | — | |
| 3 | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $62.8M | 9.8% | +113% | — | — | — | — | |
| 4 | SCHWAB STRATEGIC TR - SHT TM US TRES | $53.4M | 8.3% | +6% | — | — | — | — | |
| 5 | SCHWAB STRATEGIC TR - US SML CAP ETF | $31.6M | 4.9% | +2% | — | — | — | — | |
| 6 | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $30.2M | 4.7% | +1% | — | — | — | — | |
| 7 | ISHARES TR - CORE S&P TTL STK | $26.2M | 4.1% | -0.6% | — | — | — | — | |
| 8 | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $18.9M | 2.9% | +4% | — | — | — | — | |
| 9 | DIMENSIONAL ETF TRUST - GLOB CO PLUS ETF | $16.2M | 2.5% | +5% | — | — | — | — | |
| 10 | $11.1M | 1.7% | -0.5% | -0.6% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial |
All holdings — TruNorth Capital Management, LLC (Q3 2026)
123 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $9.2M | 1.4% | 12K | +0.2% | 10+ qtrs | — | 13F | |
| 12 | — | VANGUARD MUN BD FDS - TAX EXEMPT BDetf/fund | — | $9.0M | 1.4% | 190K | New | — | — | 13F |
| 13 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUEetf/fund | — | $9.0M | 1.4% | 163K | +0.0% | — | — | 13F |
| 14 | — | VANGUARD WELLINGTON FD - SHORT TRM TAX EXetf/fund | — | $8.9M | 1.4% | 91K | New | — | — | 13F |
| 15 | NVIDIA CORP | Technology | $7.1M | 1.1% | 31K | +11% | 10+ qtrs | 86.0 | 13F | |
| 16 | — | ISHARES TR - CORE MSCI EAFEetf/fund | — | $6.3M | 1.0% | 65K | +0.1% | — | — | 13F |
| 17 | Apple Inc. | Technology | $6.2M | 1.0% | 19K | +13% | 10+ qtrsAdded 4 qtrs in a row | 75.7 | 13F | |
| 18 | — | VANGUARD INDEX FDS - MRNGSTR TTL STKetf/fund | — | $5.0M | 0.8% | 13K | +0.8% | — | — | 13F |
| 19 | STRYKER CORP | Healthcare | $5.0M | 0.8% | 18K | -19% | 10+ qtrs | 72.1 | 13F | |
| 20 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VALetf/fund | — | $4.8M | 0.8% | 86K | -0.2% | — | — | 13F |
| 21 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETFetf/fund | — | $4.5M | 0.7% | 58K | +0.0% | — | — | 13F |
| 22 | MICROSOFT CORP | Technology | $4.3M | 0.7% | 8,306 | +13% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | SPDR SERIES TRUST - ST NUVE TERM ETFetf/fund | — | $2.9M | 0.5% | 63K | -67% | — | — | 13F |
| 24 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $2.9M | 0.5% | 21K | — | — | — | 13F |
| 25 | — | DIMENSIONAL ETF TRUST - US TARGETED VLUetf/fund | — | $2.8M | 0.4% | 42K | — | — | — | 13F |
| 26 | — | SPDR SERIES TRUST - ST STR NUVEE ETF | — | $2.7M | 0.4% | 62K | -60% | |||
| 27 | — | ISHARES TR - CORE HIGH DV ETF | — | $2.6M | 0.4% | 92K | — | |||
| 28 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $2.2M | 0.3% | 31K | — | |||
| 29 | $GOOGL | Alphabet Inc. | Technology | $2.1M | 0.3% | 6,105 | +13% | |||
| 30 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.9M | 0.3% | 7,473 | +23% | |||
| 31 | — | ISHARES TR - NATIONAL MUN ETF | — | $1.8M | 0.3% | 18K | -66% | |||
| 32 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $1.8M | 0.3% | 2,698 | — | |||
| 33 | — | ISHARES TR - CORE S&P500 ETF | — | $1.7M | 0.3% | 2,190 | — | |||
| 34 | $PHYS | Sprott Physical Gold Trust | Financials | $1.7M | 0.3% | 53K | — | |||
| 35 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $1.7M | 0.3% | 5,049 | — | |||
| 36 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $1.5M | 0.2% | 47K | +0.0% | |||
| 37 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $1.4M | 0.2% | 32K | — | |||
| 38 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.4M | 0.2% | 2,740 | +6% | |||
| 39 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $1.4M | 0.2% | 37K | — | |||
| 40 | $TT | Trane Technologies plc | Technology | $1.4M | 0.2% | 3,029 | +1.0% | |||
| 41 | $IVZ | Invesco Ltd. | Financials | $1.4M | 0.2% | 6,581 | — | |||
| 42 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.3M | 0.2% | 1,901 | +5% | |||
| 43 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | — | $1.3M | 0.2% | 32K | — | |||
| 44 | $JPM | JPMORGAN CHASE & CO | Financials | $1.2M | 0.2% | 3,770 | +11% | |||
| 45 | — | VANGUARD INDEX FDS - MRNGSTR SML CP V | — | $1.2M | 0.2% | 5,382 | — | |||
| 46 | $V | VISA INC. | Financials | $1.1M | 0.2% | 3,127 | +9% | |||
| 47 | — | ISHARES INC - CORE MSCI EMKT | — | $1.1M | 0.2% | 14K | +0.6% | |||
| 48 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.1M | 0.2% | 3,097 | +14% | |||
| 49 | $META | Meta Platforms, Inc. | Technology | $1.0M | 0.2% | 1,440 | +30% | |||
| 50 | $GOOG | Alphabet Inc. | Technology | $1.0M | 0.2% | 3,016 | +32% | |||
| 51 | — | ISHARES TR - SHRT NAT MUN ETF | — | $1.0M | 0.2% | 9,734 | — | |||
| 52 | $LLY | ELI LILLY & Co | Healthcare | $859K | 0.1% | 742 | +18% | |||
| 53 | $AVGO | Broadcom Inc. | Technology | $850K | 0.1% | 2,420 | +28% | |||
| 54 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $849K | 0.1% | 10K | — | |||
| 55 | — | SPDR SERIES TRUST - ST STR SP500DIV | — | $793K | 0.1% | 17K | — | |||
| 56 | — | FIRST TR EXCHANGE-TRADED ALP - SML CP GRW ALP | — | $775K | 0.1% | 6,720 | — | |||
| 57 | $ORCL | ORACLE CORP | Technology | $766K | 0.1% | 5,577 | +0.9% | |||
| 58 | — | ISHARES TR - MSCI EAFE ETF | — | $732K | 0.1% | 7,044 | — | |||
| 59 | — | ISHARES TR - CORE US AGGBD ET | — | $694K | 0.1% | 7,344 | -32% | |||
| 60 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $651K | 0.1% | 3,011 | +2% | |||
| 61 | — | ISHARES TR - ESG OPTIMIZED | — | $633K | 0.1% | 4,066 | — | |||
| 62 | $ETN | Eaton Corp plc | Industrials | $604K | 0.1% | 1,406 | +8% | |||
| 63 | $IBKR | Interactive Brokers Group, Inc. | Financials | $597K | 0.1% | 6,991 | +2% | |||
| 64 | — | ISHARES TR - ISHARES SEMICDTR | — | $594K | 0.1% | 1,044 | — | |||
| 65 | $ABBV | AbbVie Inc. | Healthcare | $576K | 0.1% | 2,201 | +15% | |||
| 66 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $573K | 0.1% | 936 | +37% | |||
| 67 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $551K | 0.1% | 3,759 | — | |||
| 68 | $MU | MICRON TECHNOLOGY INC | Technology | $541K | 0.1% | 508 | +42% | |||
| 69 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $529K | 0.1% | 16K | — | |||
| 70 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $528K | 0.1% | 1,061 | +84% | |||
| 71 | — | ISHARES TR - ESG MSCI KLD ETF | — | $490K | 0.1% | 3,349 | — | |||
| 72 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $482K | 0.1% | 2,963 | -6% | |||
| 73 | $JNJ | JOHNSON & JOHNSON | Healthcare | $468K | 0.1% | 1,768 | +18% | |||
| 74 | $CVX | CHEVRON CORP | Energy | $465K | 0.1% | 2,279 | +5% | |||
| 75 | — | ISHARES TR - IBOXX HI YD ETF | — | $464K | 0.1% | 6,015 | — | |||
| 76 | $MCD | MCDONALDS CORP | Consumer Discretionary | $463K | 0.1% | 2,004 | +8% | |||
| 77 | $IAU | ISHARES GOLD TRUST | Financials | $448K | 0.1% | 5,732 | +16% | |||
| 78 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $446K | 0.1% | 1,569 | — | |||
| 79 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $429K | 0.1% | 1,950 | +3% | |||
| 80 | $CSCO | CISCO SYSTEMS, INC. | Technology | $392K | 0.1% | 3,645 | +16% | |||
| 81 | $NUE | NUCOR CORP | Materials | $386K | 0.1% | 1,651 | +0.4% | |||
| 82 | $META | Meta Platforms, Inc. | Technology | $377K | 0.1% | 4,936 | -62% | |||
| 83 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 VAL | — | $376K | 0.1% | 3,414 | — | |||
| 84 | $WRB | BERKLEY W R CORP | Financials | $373K | 0.1% | 5,520 | +5% | |||
| 85 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $366K | 0.1% | 1,567 | — | |||
| 86 | $NDSN | NORDSON CORP | Industrials | $365K | 0.1% | 1,112 | +4% | |||
| 87 | — | VANGUARD WORLD FD - INF TECH ETF | — | $362K | 0.1% | 2,881 | — | |||
| 88 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ-100 SEL | — | $352K | 0.1% | 2,162 | — | |||
| 89 | $MA | Mastercard Inc | Financials | $340K | 0.1% | 617 | +32% | |||
| 90 | $DOV | DOVER Corp | Industrials | $339K | 0.1% | 2,149 | +0.3% | |||
| 91 | — | ETF SER SOLUTIONS - BAHL GA GROW ETF | — | $335K | 0.1% | 9,527 | -15% | |||
| 92 | $ZWS | Zurn Elkay Water Solutions Corp | Industrials | $333K | 0.1% | 7,176 | — | |||
| 93 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $327K | 0.1% | 3,631 | +11% | |||
| 94 | — | ISHARES TR - RUSSELL 2000 ETF | — | $317K | 0.1% | 1,141 | — | |||
| 95 | $PH | Parker-Hannifin Corp | Industrials | $310K | 0.1% | 324 | +5% | |||
| 96 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | — | $307K | 0.1% | 2,810 | — | |||
| 97 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $296K | 0.1% | 325 | +1% | |||
| 98 | $TDY | TELEDYNE TECHNOLOGIES INC | Technology | $294K | 0.1% | 484 | +0.8% | |||
| 99 | $USB | US BANCORP \DE\ | Financials | $292K | 0.1% | 5,057 | +3% | |||
| 100 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $289K | 0.1% | 633 | +5% | |||
| 101 | — | VANGUARD INDEX FDS - MRNGSTR MD CP VA | — | $288K | 0.0% | 1,472 | — | |||
| 102 | $CAT | CATERPILLAR INC | Industrials | $280K | 0.0% | 345 | +19% | |||
| 103 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $275K | 0.0% | 204 | +3% | |||
| 104 | $LPLA | LPL Financial Holdings Inc. | Financials | $272K | 0.0% | 891 | — | |||
| 105 | $RTX | RTX Corp | Industrials | $271K | 0.0% | 1,460 | +18% | |||
| 106 | $GE | GENERAL ELECTRIC CO | Industrials | $268K | 0.0% | 857 | +39% | |||
| 107 | — | ISHARES TR - LOW CA OP MS ETF | — | $257K | 0.0% | 1,003 | — | |||
| 108 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $256K | 0.0% | 1,520 | — | |||
| 109 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $254K | 0.0% | 1,638 | — | |||
| 110 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US B | — | $249K | 0.0% | 8,148 | — | |||
| 111 | $ECL | ECOLAB INC. | Materials | $244K | 0.0% | 890 | +4% | |||
| 112 | $INTC | INTEL CORP | Technology | $244K | 0.0% | 2,026 | +34% | |||
| 113 | $ZBRA | ZEBRA TECHNOLOGIES CORP | Industrials | $243K | 0.0% | 652 | New | |||
| 114 | — | SPDR SERIES TRUST - SP O&G EXPL PRO | — | $233K | 0.0% | 1,300 | — | |||
| 115 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | — | $232K | 0.0% | 4,705 | — | |||
| 116 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $227K | 0.0% | 618 | New | |||
| 117 | $ABT | ABBOTT LABORATORIES | Healthcare | $226K | 0.0% | 2,288 | New | |||
| 118 | $DIS | Walt Disney Co | Communication Services | $223K | 0.0% | 2,123 | New | |||
| 119 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $222K | 0.0% | 4,843 | New | |||
| 120 | $KO | COCA COLA CO | Consumer Staples | $219K | 0.0% | 2,546 | New | |||
| 121 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $218K | 0.0% | 6,421 | — | |||
| 122 | $GSK | GSK plc | Healthcare | $207K | 0.0% | 4,289 | — | |||
| 123 | $PLTR | Palantir Technologies Inc. | Technology | $203K | 0.0% | 1,086 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 9 new, 61 added to, 11 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (9)
- VANGUARD MUN BD FDS - TAX EXEMPT BD$9.0M
first bought this quarter
- VANGUARD WELLINGTON FD - SHORT TRM TAX EX$8.9M
first bought this quarter
$ZBRAZEBRA TECHNOLOGIES CORP$243K
first bought this quarter
$UNHUNITEDHEALTH GROUP INC$227K
first bought this quarter
$ABTABBOTT LABORATORIES$226K
first bought this quarter
$DISWalt Disney Co$223K
first bought this quarter
+3 more in the Excel export
Added to (61)
- DIMENSIONAL ETF TRUST - CORE FIXE IN ETF+113%
now $62.8M
- SCHWAB STRATEGIC TR - US BRD MKT ETF+3%
now $164.2M
- SCHWAB STRATEGIC TR - INTL EQTY ETF+6%
now $69.5M
- SCHWAB STRATEGIC TR - SHT TM US TRES+6%
now $53.4M
- SCHWAB STRATEGIC TR - EMRG MKTEQ ETF+4%
now $18.9M
now $6.2M · held 10+ qtrs, 4 adds in a row
+55 more in the Excel export
Trimmed (11)
- SPDR SERIES TRUST - ST NUVE TERM ETF-67%
now $2.9M
- SPDR SERIES TRUST - ST STR NUVEE ETF-60%
now $2.7M
- ISHARES TR - NATIONAL MUN ETF-66%
now $1.8M
now $5.0M · held 10+ qtrs
- ISHARES TR - CORE US AGGBD ET-32%
now $694K
- ISHARES TR - CORE S&P TTL STK-0.6%
now $26.2M
+5 more in the Excel export
Holdings by quarter
Every 13F TruNorth Capital Management, LLC has filed, 10 earlier quarters. Pick one to see what it held then.
Is it too late to follow TruNorth Capital Management?
Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of TruNorth Capital Management's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)
Top 10 since filing
-0.5%
Value-weighted move of the 10 largest stock positions
Turnover
8%
Last quarter; 13% over the last 4
Top 10 weight
76%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
94%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
TruNorth Capital Management, LLC disclosed 123 positions worth $641.3M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 9 new positions and exited 9. The portfolio is most concentrated in Other (91.5% of disclosed assets). All figures are sourced directly from TruNorth Capital Management, LLC’s Form 13F-HR filing with the SEC under CIK 1639695.
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AI-Powered Hedge Fund Analysis: TruNorth Capital Management, LLC
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Every holding in TruNorth Capital Management, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.