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Three Cord True Wealth Management, LLC
RIA/Wealth
Three Cord True Wealth Management, LLC is a RIA/Wealth based in Bend, OR led by Mathew W Hunnicutt, managing $146.8M across 31 long positions as of Q3 2025 with 95% ETF concentration, 92% concentrated in top 10 holdings, and 17% allocation to SPYG.
MemberMathew W Hunnicutt
- Portfolio Value
- $146.8M
- Positions
- 31
- Top Holding
- SPYG at 17.42%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Three Cord True Wealth Management, LLC's portfolio (92.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $25.6M | 17.42% | +$398.5K Bought | — 244.8K shares | |
ETF ETF | $21.6M | 14.74% | +$527.2K Bought | — 536.3K shares | |
ETF ETF | $18.3M | 12.46% | +$411.1K Bought | — 253.1K shares | |
ETF ETF | $16.7M | 11.37% | +$577.4K Bought | — 328.6K shares | |
ETF ETF | $15.0M | 10.22% | +$345.5K Bought | — 119.6K shares | |
ETF ETF | $13.5M | 9.21% | +$374.2K Bought | — 250.5K shares | |
ETF ETF | $10.2M | 6.98% | +$248.5K Bought | — 102.9K shares | |
ETF ETF | $6.6M | 4.49% | +$199.7K Bought | — 169.6K shares | |
Unknown Unknown | $4.7M | 3.22% | +$344.6K Bought | — 126.9K shares | |
ETF ETF | $3.3M | 2.23% | -$42.2K Sold | — 31.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Three Cord True Wealth Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+109.13% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-58.78% | |
-26.56% | |
-20.26% | |
-7.43% |
Analytics
Portfolio insights and performance metrics for Three Cord True Wealth Management, LLC
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