truNorth Financial Services, Inc.
truNorth Financial Services, Inc. reported 59 positions worth $111.7M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: DGRO (16.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DGRO | SH | $17.9M | 16.02% | 236,045 | — | — | |
| ▸ 2 | SCHD | SH | $15.5M | 13.86% | 488,015 | — | — | |
| ▸ 3 | DLN | SH | $14.5M | 12.96% | 150,248 | — | — | |
| ▸ 4 | VYM | SH | $14.3M | 12.77% | 90,239 | — | — | |
| ▸ 5 | VGSH | SH | $6.0M | 5.40% | 103,562 | — | — | |
| ▸ 6 | GLD | SH | $5.4M | 4.81% | 14,579 | — | — | |
| ▸ 7 | VCSH | SH | $4.3M | 3.89% | 54,977 | — | — | |
| ▸ 8 | SDY | SH | $2.4M | 2.19% | 16,065 | — | — | |
| ▸ 9 | SLV | SH | $2.3M | 2.03% | 42,395 | — | — | |
| ▸ 10 | NVDA | SH | $2.2M | 2.00% | 11,160 | — | — |
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Frequently Asked Questions
What stocks does truNorth Financial Services, Inc. hold as of Q2 2026?
truNorth Financial Services, Inc. reported 59 positions worth $111.7M in its Q2 2026 13F filing. Largest positions: DGRO (16.0%), SCHD (13.9%), DLN (13.0%), VYM (12.8%) and VGSH (5.4%).
What did truNorth Financial Services, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did truNorth Financial Services, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.