Tru Independence Asset Management 2, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 90Value: $133.6MLatest: 2025Q1

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 90 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  "RIOT",
  null,
  null,
  null,
  null,
  null,
  "NAD",
  "IREN",
  null,
  null,
  null,
  null,
  null,
  null,
  "QCOM",
  null,
  "BKNG",
  "META",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  "MSFT",
  "CIFR",
  null,
  "IJR",
  null,
  null,
  null,
  "IEMG",
  null,
  "IVV",
  null,
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "LMT",
  null,
  null,
  null,
  "SHOP",
  "SPDW",
  null,
  "SPLG",
  "IBM",
  "UL",
  "VNQ",
  "VV",
  null,
  null,
  null,
  null,
  null,
  null,
  "IEF",
  null,
  "SGOL",
  "AMZN",
  null,
  "VUG",
  "VEA",
  null,
  "VXUS",
  "BND",
  "VB",
  "VTV",
  "WMT",
  null,
  null,
  null,
  null,
  "ZM",
  "BRK-B",
  "CMG",
  "COIN",
  null,
  null,
  "DFAX",
  "DFAC",
  "EWJ",
  "WULF",
  "QQQ",
  "EPD",
  "DIS",
  null,
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 90
Total Value: 133638369
Accession Number: 0001785445-25-000007
Form Type: 13F-HR
CIK: tru-independence-asset-management-2
Manager Name: Tru-Independence-Asset-Management-2

Data Enrichment

51% identified

46 identified44 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

90 positions • $133.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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25434V708

DFAC|25434V708

Shares:368.8K

Value:$12.2M

% of Portfolio:9.1% ($12.2M/$133.6M)

25434V567

Shares:137.1K

Value:$7.3M

% of Portfolio:5.5% ($7.3M/$133.6M)

25434V864

Shares:150.3K

Value:$7.1M

% of Portfolio:5.3% ($7.1M/$133.6M)

25434V872

Shares:157.3K

Value:$6.6M

% of Portfolio:5.0% ($6.6M/$133.6M)

464288661

Shares:46.0K

Value:$5.4M

% of Portfolio:4.1% ($5.4M/$133.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:10.0K

Value:$5.3M

% of Portfolio:4.0% ($5.3M/$133.6M)

464287440

IEF|464287440

Shares:53.6K

Value:$5.1M

% of Portfolio:3.8% ($5.1M/$133.6M)

464287200

IVV|464287200

Shares:8.0K

Value:$4.5M

% of Portfolio:3.4% ($4.5M/$133.6M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:8.4K

Value:$4.0M

% of Portfolio:3.0% ($4.0M/$133.6M)

25434V575

Shares:70.0K

Value:$3.7M

% of Portfolio:2.7% ($3.7M/$133.6M)

25434V583

Shares:68.4K

Value:$3.7M

% of Portfolio:2.7% ($3.7M/$133.6M)

381430529

Shares:30.8K

Value:$3.1M

% of Portfolio:2.3% ($3.1M/$133.6M)

25434V815

Shares:107.7K

Value:$3.0M

% of Portfolio:2.3% ($3.0M/$133.6M)

AMAZON COM INC

AMZN|023135106

Shares:15.3K

Value:$2.9M

% of Portfolio:2.2% ($2.9M/$133.6M)

25434V781

Shares:96.5K

Value:$2.8M

% of Portfolio:2.1% ($2.8M/$133.6M)

464288679

Shares:23.8K

Value:$2.6M

% of Portfolio:2.0% ($2.6M/$133.6M)

464287457

Shares:31.7K

Value:$2.6M

% of Portfolio:2.0% ($2.6M/$133.6M)

464287432

Shares:27.0K

Value:$2.5M

% of Portfolio:1.8% ($2.5M/$133.6M)

25434V831

Shares:68.2K

Value:$2.3M

% of Portfolio:1.7% ($2.3M/$133.6M)

25434V799

Shares:80.3K

Value:$2.2M

% of Portfolio:1.7% ($2.2M/$133.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(DFACcusip25434V708)	368.8K	QoQ +9.27% (+31.3K) YoY-	All Managers (Combined)	$12.2M	9.1% ($12.2M/$133.6M)	QoQ +4.22% (+$492.8K) YoY-
(cusip25434V567)✕	137.1K	QoQ +45.07% (+42.6K) YoY-	All Managers (Combined)	$7.3M	5.5% ($7.3M/$133.6M)	QoQ +46.64% (+$2.3M) YoY-
(cusip25434V864)✕	150.3K	QoQ -12.55% (-21.6K) YoY-	All Managers (Combined)	$7.1M	5.3% ($7.1M/$133.6M)	QoQ -11.36% (-$915.7K) YoY-
(cusip25434V872)✕	157.3K	QoQ -9.40% (-16.3K) YoY-	All Managers (Combined)	$6.6M	5.0% ($6.6M/$133.6M)	QoQ -7.67% (-$549.7K) YoY-
(cusip464288661)✕	46.0K	QoQ +127.07% (+25.8K) YoY-	All Managers (Combined)	$5.4M	4.1% ($5.4M/$133.6M)	QoQ +132.15% (+$3.1M) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	10.0K	QoQ -0.46% (-47) YoY-	All Managers (Combined)	$5.3M	4.0% ($5.3M/$133.6M)	QoQ +16.94% (-$771.0K) YoY-
(IEFcusip464287440)	53.6K	QoQ +55.57% (+19.1K) YoY-	All Managers (Combined)	$5.1M	3.8% ($5.1M/$133.6M)	QoQ +60.48% (+$1.9M) YoY-
(IVVcusip464287200)	8.0K	QoQ +96.44% (+3.9K) YoY-	All Managers (Combined)	$4.5M	3.4% ($4.5M/$133.6M)	QoQ +89.33% (+$2.1M) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	8.4K	QoQ +272.93% (+6.2K) YoY-	All Managers (Combined)	$4.0M	3.0% ($4.0M/$133.6M)	QoQ +242.06% (+$2.8M) YoY-
(cusip25434V575)✕	70.0K	QoQ +26.80% (+14.8K) YoY-	All Managers (Combined)	$3.7M	2.7% ($3.7M/$133.6M)	QoQ +26.63% (+$769.0K) YoY-
(cusip25434V583)✕	68.4K	QoQ +42.21% (+20.3K) YoY-	All Managers (Combined)	$3.7M	2.7% ($3.7M/$133.6M)	QoQ +43.83% (+$1.1M) YoY-
(cusip381430529)✕	30.8K	QoQ -47.21% (-27.6K) YoY-	All Managers (Combined)	$3.1M	2.3% ($3.1M/$133.6M)	QoQ -47.28% (-$2.8M) YoY-
(cusip25434V815)✕	107.7K	QoQ -6.22% (-7.1K) YoY-	All Managers (Combined)	$3.0M	2.3% ($3.0M/$133.6M)	QoQ -14.23% (-$503.1K) YoY-
AMAZON COM INC(AMZNcusip023135106)	15.3K	QoQ -0.77% (-120) YoY-	All Managers (Combined)	$2.9M	2.2% ($2.9M/$133.6M)	QoQ -13.95% (-$471.8K) YoY-
(cusip25434V781)✕	96.5K	QoQ -17.08% (-19.9K) YoY-	All Managers (Combined)	$2.8M	2.1% ($2.8M/$133.6M)	QoQ -9.12% (-$282.3K) YoY-
(cusip464288679)✕	23.8K	QoQ -59.53% (-35.0K) YoY-	All Managers (Combined)	$2.6M	2.0% ($2.6M/$133.6M)	QoQ -59.40% (-$3.8M) YoY-
(cusip464287457)✕	31.7K	QoQ -12.90% (-4.7K) YoY-	All Managers (Combined)	$2.6M	2.0% ($2.6M/$133.6M)	QoQ -12.10% (-$360.8K) YoY-
(cusip464287432)✕	27.0K	QoQ +265.99% (+19.6K) YoY-	All Managers (Combined)	$2.5M	1.8% ($2.5M/$133.6M)	QoQ +281.54% (+$1.8M) YoY-
(cusip25434V831)✕	68.2K	QoQ +33.36% (+17.1K) YoY-	All Managers (Combined)	$2.3M	1.7% ($2.3M/$133.6M)	QoQ +30.80% (+$532.0K) YoY-
(cusip25434V799)✕	80.3K	QoQ +25.04% (+16.1K) YoY-	All Managers (Combined)	$2.2M	1.7% ($2.2M/$133.6M)	QoQ +34.36% (+$570.2K) YoY-