TRUE BLUE FINANCIAL, LLC — 13F Holdings & Portfolio

CIK 2010212 · latest 13F-HR filed 2026-07-17

TRUE BLUE FINANCIAL, LLC manages $236.9M in 13F-reported U.S. long-equity assets across 61 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPYG (8.93%), SPYV (8.29%), FMB (6.11%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 10 new positions, exited 1, added to 46, and trimmed 3.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
7889 RED ARROW HIGHWAY
STEVENSVILLE, MI 49127
Phone
(269) 982-2710
Filing Manager
True Blue Financial, LLC
STEVENSVILLE, MI
Signatory
Lucas M. Brown
CCO
Loading holdings…
AUM

$236.9M

Long-equity book

Holdings

61

Distinct positions

Period

2026-06-30

Filed 2026-07-17

Q/Q Activity

+10 / −1 / ↑46 / ↓3

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPDR SERIES TRUST$20.2M +2109.4%
  • SPDR SERIES TRUST$18.8M +2164.5%
  • SPDR SERIES TRUST$13.1M +2280.5%
  • SPDR INDEX SHS FDS$8.0M +2121.4%
  • SPDR SERIES TRUST$8.0M +316.1%
Show all 46

Top Trims

  • NUSHARES ETF TR-$2.5M -43.4%
  • SPDR SERIES TRUST-$1.8M -13.5%
  • STRYKER CORPORATION-$11.3K -5.3%
Show all 3

New Positions

  • NUSHARES ETF TR$6.3M
  • SPDR SERIES TRUST$3.0M
  • SPDR SERIES TRUST$2.9M
  • ISHARES TR$1.5M
  • FIRST TR EXCHANGE-TRADED FD$985.5K
Show all 10

Exited Positions

  • FIRST TR EXCHANGE-TRADED FD$866.2K
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR SERIES TRUST SPYG 78464A409 $21.2M 8.93% 177,816 SH
2 SPDR SERIES TRUST SPYV 78464A508 $19.6M 8.29% 322,945 SH
3 FIRST TR EXCH TRADED FD III FMB 33739N108 $14.5M 6.11% 281,978 SH
4 SPDR SERIES TRUST SPTI 78464A672 $13.6M 5.75% 479,886 SH
5 SPDR SERIES TRUST SPIB 78464A375 $11.3M 4.76% 337,154 SH
6 SPDR SERIES TRUST SPSM 78468R853 $10.5M 4.43% 182,168 SH
7 DIMENSIONAL ETF TRUST DFAX 25434V880 $8.8M 3.72% 239,116 SH
8 SPDR INDEX SHS FDS SPDW 78463X889 $8.4M 3.55% 166,870 SH
9 SPDR SERIES TRUST SPTM 78464A805 $7.9M 3.32% 86,731 SH
10 DIMENSIONAL ETF TRUST DFAC 25434V708 $6.7M 2.84% 151,468 SH
11 SPDR SERIES TRUST SPMB 78464A383 $6.5M 2.72% 289,271 SH
12 NUSHARES ETF TR NULV 67092P300 $6.3M 2.67% 126,415 SH
13 NUSHARES ETF TR NULG 67092P201 $5.3M 2.26% 45,647 SH
14 ISHARES TR ESGD 46435G516 $5.1M 2.17% 50,024 SH
15 CAPITAL GROUP GROWTH ETF CGGR 14020G101 $5.0M 2.11% 105,788 SH
16 CAPITAL GROUP DIVIDEND VALUE CGDV 14020W106 $4.9M 2.06% 98,977 SH
17 FIRST TR EXCH TRADED FD III FSMB 33739P830 $4.8M 2.01% 238,019 SH
18 SPDR INDEX SHS FDS SPEM 78463X509 $4.6M 1.94% 88,617 SH
19 ISHARES TR ESGU 46435G425 $4.4M 1.87% 27,079 SH
20 ISHARES TR DSI 464288570 $4.4M 1.86% 30,923 SH
21 CAPITAL GROUP CORE EQUITY ET CGUS 14020V108 $4.0M 1.69% 90,176 SH
22 FIRST TR EXCHANGE-TRADED FD FRI 33734G108 $3.9M 1.65% 123,223 SH
23 FIRST TR EXCHANGE-TRADED FD FTSL 33738D309 $3.4M 1.45% 76,879 SH
24 NUSHARES ETF TR NUSC 67092P607 $3.3M 1.38% 62,651 SH
25 ISHARES INC ESGE 46434G863 $3.2M 1.34% 58,081 SH
26 CAPITAL GROUP INTL FOCUS EQT CGXU 14019W109 $3.1M 1.31% 89,407 SH
27 FIRST TR EXCHANGE-TRADED FD EMLP 33738D101 $3.1M 1.30% 70,943 SH
28 SPDR SERIES TRUST SLYG 78464A201 $3.0M 1.27% 25,282 SH
29 CAPITAL GRP FIXED INCM ETF T CGCB 14020Y508 $2.9M 1.24% 111,881 SH
30 SPDR SERIES TRUST SLYV 78464A300 $2.9M 1.22% 26,561 SH
31 FIRST TR EXCHANGE-TRADED FD HYLS 33738D408 $2.4M 1.02% 59,266 SH
32 FIRST TR EXCH TRADED FD III FPEI 33739P855 $2.4M 1.02% 124,755 SH
33 FIRST TR EXCHANGE TRADED FD RDVY 33738R506 $2.2M 0.95% 27,751 SH
34 ISHARES TR TIP 464287176 $2.1M 0.89% 19,351 SH
35 CAPITAL GRP FIXED INCM ETF T CGCP 14020Y102 $2.0M 0.83% 88,180 SH
36 FIRST TR EXCHANGE-TRADED FD FVD 33734H106 $2.0M 0.82% 40,477 SH
37 FIRST TR EXCHANGE-TRADED FD LMBS 33739Q200 $1.9M 0.79% 37,554 SH
38 ISHARES TR USMV 46429B697 $1.5M 0.64% 15,802 SH
39 ISHARES TR LQD 464287242 $1.3M 0.56% 12,269 SH
40 CAPITAL GROUP NEW GEOGRAPHY CGNG 14021N105 $1.1M 0.46% 28,941 SH
41 FIRST TR EXCHANGE-TRADED FD FPXI 33734X853 $1.1M 0.45% 12,749 SH
42 FIRST TR EXCHANGE-TRADED FD FIIG 33738D796 $985.5K 0.42% 47,587 SH
43 CAPITAL GRP FIXED INCM ETF T CGMS 14020Y300 $947.6K 0.40% 34,672 SH
44 ISHARES TR MBB 464288588 $888.7K 0.38% 9,402 SH
45 QUAKER INVT TR OWNS 74741A106 $845.0K 0.36% 48,914 SH
46 VANECK ETF TRUST GRNB 92189F171 $816.9K 0.34% 33,849 SH
47 SCHWAB STRATEGIC TR SCHB 808524102 $805.1K 0.34% 27,801 SH
48 ISHARES TR IXUS 46432F834 $668.7K 0.28% 7,006 SH
49 ISHARES TR GOVT 46429B267 $551.7K 0.23% 24,218 SH
50 SPDR SERIES TRUST SPIP 78464A656 $550.2K 0.23% 21,424 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-17 $236.9M 61 0002010212-26-000007
2026-03-31 2026-04-24 $126.9M 52 0002010212-26-000005
2025-12-31 2026-02-05 $121.1M 51 0002010212-26-000002