Truvestments Capital LLC
RIA/Wealth
Truvestments Capital LLC is a RIA/Wealth based in Sarasota, FL led by Kaleb Donald Mccarty, reporting $601.2M in AUM as of Q3 2025 with NVDA as the largest holding (6% allocation).
Managing PartnerKaleb Donald Mccarty
- Portfolio Value
- $552.2M
- Positions
- 1,054
- Top Holding
- NVDA at 6.1%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Truvestments Capital LLC's portfolio (27.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $33.7M | 6.10% | -$24.8K Sold | 0.00% 180.5K shares | |
Insurance - Diversified Financial Services | $28.8M | 5.21% | -$362.0K Sold | 0.00% 57.2K shares | |
ETF ETF | $22.4M | 4.06% | -$463.5K Sold | — 37.4K shares | |
Semiconductors Technology | $17.7M | 3.21% | -$825.8K Sold | 0.00% 53.7K shares | |
Consumer Electronics Technology | $11.2M | 2.04% | +$426.5K Bought | 0.00% 44.2K shares | |
Software - Infrastructure Technology | $9.0M | 1.63% | +$709.1K Bought | 0.00% 17.4K shares | |
Hardware, Equipment & Parts Technology | $7.4M | 1.34% | -$878.6K Sold | 0.01% 90.1K shares | |
Semiconductors Technology | $7.0M | 1.26% | -$438.2K Sold | 0.00% 41.9K shares | |
ETF ETF | $7.0M | 1.26% | +$4.8M Bought | — 107.1K shares | |
Hardware, Equipment & Parts Technology | $6.2M | 1.13% | -$430.2K Sold | 0.02% 25.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Truvestments Capital LLC's latest filing
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Analytics
Portfolio insights and performance metrics for Truvestments Capital LLC
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