tru Independence LLC
RIA/Wealth
tru Independence LLC is a RIA/Wealth based in Portland, OR led by David Vaughan, reporting $575.3M in AUM as of Q3 2025 with 42% ETF concentration.
CFODavid Vaughan
- Portfolio Value
- $385.0M
- Positions
- 125
- Top Holding
- DFAC at 4.81%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in tru Independence LLC's portfolio (32.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $18.5M | 4.81% | +$751.5K Bought | — 480.3K shares | |
ETF ETF | $15.7M | 4.08% | +$782.6K Bought | — 233.6K shares | |
ETF ETF | $15.7M | 4.07% | +$992.4K Bought | — 339.1K shares | |
ETF ETF | $15.3M | 3.99% | +$950.0K Bought | — 163.9K shares | |
ETF ETF | $13.7M | 3.55% | +$518.0K Bought | — 376.4K shares | |
ETF ETF | $10.3M | 2.67% | +$171.7K Bought | — 179.1K shares | |
Consumer Electronics Technology | $9.8M | 2.53% | +$76.6K Bought | 0.00% 38.3K shares | |
Auto - Manufacturers Consumer Cyclical | $9.4M | 2.44% | -$198.3K Sold | 0.02% 153.8K shares | |
Banks - Diversified Financial Services | $9.1M | 2.37% | -$111.7K Sold | 0.00% 177.1K shares | |
Banks - Diversified Financial Services | $8.9M | 2.32% | -$51.7K Sold | 0.00% 28.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in tru Independence 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 | |
+477.1% | |
+35.77% | |
+32.51% | |
+24.98% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-40.38% | |
-23.82% | |
-20.58% |
Analytics
Portfolio insights and performance metrics for tru Independence LLC
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