True Vision MN LLC — 13F Holdings & Portfolio

CIK 2013460 · latest 13F-HR filed 2026-04-16

True Vision MN LLC manages $193.9M in 13F-reported U.S. long-equity assets across 98 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IUSB (8.82%), IVV (8.10%), IVE (5.36%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 18 new positions, exited 31, added to 27, and trimmed 22.

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.

Loading holdings…
AUM

$193.9M

Long-equity book

Holdings

98

Distinct positions

Period

2026-03-31

Filed 2026-04-16

Q/Q Activity

+18 / −31 / ↑27 / ↓22

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$5.3M +521.1%
  • ISHARES TR$4.5M +742.4%
  • ISHARES TR$3.3M +26.8%
  • ISHARES TR$2.4M +16.4%
  • ISHARES TR$815.4K +16.6%
Show all 27

Top Trims

  • ISHARES GOLD TR-$1.8M -58.6%
  • ISHARES TR-$1.6M -87.8%
  • ISHARES TR-$1.6M -67.3%
  • BLACKROCK ETF TRUST-$1.3M -11.6%
  • ISHARES INC-$797.4K -8.4%
Show all 22

New Positions

  • BLACKROCK ETF TRUST$3.4M
  • BLACKROCK ETF TRUST$2.9M
  • ISHARES TR$2.4M
  • SALESFORCE INC$747.4K
  • MICROSOFT CORP$747.0K
Show all 18

Exited Positions

  • ISHARES TR$7.6M
  • ETF SER SOLUTIONS$2.4M
  • ETF SER SOLUTIONS$1.8M
  • ETF SER SOLUTIONS$1.5M
  • ISHARES TR$1.4M
Show all 31
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 ISHARES TR IUSB 46434V613 $17.1M 8.82% 370,169 SH
2 ISHARES TR IVV 464287200 $15.7M 8.10% 24,056 SH
3 ISHARES TR IVE 464287408 $10.4M 5.36% 49,229 SH
4 ISHARES TR IVW 464287309 $9.6M 4.95% 84,840 SH
5 BLACKROCK ETF TRUST DYNF 09290C103 $9.6M 4.95% 164,898 SH
6 ISHARES INC IEMG 46434G103 $8.7M 4.46% 124,107 SH
7 ISHARES TR EFV 464288877 $7.8M 4.02% 104,946 SH
8 ISHARES TR GOVT 46429B267 $6.3M 3.27% 276,957 SH
9 ISHARES TR MUB 464288414 $5.9M 3.02% 55,118 SH
10 ISHARES TR MBB 464288588 $5.7M 2.96% 60,402 SH
11 ISHARES TR TLH 464288653 $5.1M 2.65% 51,080 SH
12 ISHARES TR EFG 464288885 $5.1M 2.63% 45,748 SH
13 ISHARES TR QUAL 46432F339 $4.6M 2.37% 23,961 SH
14 BLACKROCK ETF TRUST BAI 09290C780 $4.4M 2.28% 134,207 SH
15 BLACKROCK ETF TRUST THRO 09290C806 $4.2M 2.18% 116,710 SH
16 ISHARES TR MTUM 46432F396 $4.0M 2.04% 16,478 SH
17 ISHARES TR IAGG 46435G672 $3.6M 1.85% 71,738 SH
18 BLACKROCK ETF TRUST BLCR 09290C855 $3.4M 1.73% 81,599 SH
19 BLACKROCK ETF TRUST II BINC 092528603 $3.2M 1.64% 61,162 SH
20 BLACKROCK ETF TRUST IDEF 09290C699 $2.9M 1.48% 87,908 SH
21 SCHWAB STRATEGIC TR SCHG 808524300 $2.5M 1.26% 84,164 SH
22 ISHARES TR LMUB 46438G448 $2.4M 1.21% 47,072 SH
23 GRACO INC GGG 384109104 $2.2M 1.16% 26,562 SH
24 INVESCO EXCH TRD SLF IDX FD BSCT 46138J577 $2.1M 1.08% 112,028 SH
25 INVESCO EXCH TRD SLF IDX FD BSCU 46138J460 $2.0M 1.03% 118,937 SH
26 AMERICAN CENTY ETF TR AVDV 025072802 $1.7M 0.90% 17,459 SH
27 VANGUARD INDEX FDS VTI 922908769 $1.7M 0.88% 5,293 SH
28 TIDAL TRUST I SPSK 886364702 $1.6M 0.84% 91,385 SH
29 INVESCO EXCH TRD SLF IDX FD BSCQ 46138J791 $1.4M 0.71% 70,292 SH
30 VANGUARD STAR FDS VXUS 921909768 $1.3M 0.69% 17,262 SH
31 UNION PAC CORP UNP 907818108 $1.3M 0.66% 5,259 SH
32 ISHARES GOLD TR IAU 464285204 $1.2M 0.64% 14,044 SH
33 SSGA ACTIVE TR FISR 78470P507 $1.2M 0.60% 45,419 SH
34 ISHARES TR SYSB 46435U796 $1.1M 0.55% 11,959 SH
35 SPDR GOLD TR GLD 78463V107 $958.3K 0.49% 2,227 SH
36 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $915.1K 0.47% 1,403 SH
37 CROWDSTRIKE HLDGS INC CRWD 22788C105 $912.0K 0.47% 2,336 SH
38 LEGG MASON ETF INVT LVHI 52468L505 $883.4K 0.46% 21,791 SH
39 APPLE INC AAPL 037833100 $857.3K 0.44% 3,378 SH
40 SELECT SECTOR SPDR TR XLF 81369Y605 $822.8K 0.42% 16,666 SH
41 ARISTA NETWORKS INC ANET 040413205 $784.3K 0.40% 6,388 SH
42 SELECT SECTOR SPDR TR XLI 81369Y704 $775.5K 0.40% 4,795 SH
43 ISHARES TR IBB 464287556 $761.7K 0.39% 4,511 SH
44 SALESFORCE INC CRM 79466L302 $747.4K 0.39% 4,004 SH
45 MICROSOFT CORP MSFT 594918104 $747.0K 0.39% 2,018 SH
46 SPDR SERIES TRUST SPTL 78464A664 $746.0K 0.38% 28,364 SH
47 VERTIV HOLDINGS CO VRT 92537N108 $743.5K 0.38% 2,967 SH
48 TRAVELERS COMPANIES INC TRV 89417E109 $738.5K 0.38% 2,532 SH
49 GE VERNOVA INC GEV 36828A101 $733.3K 0.38% 840 SH
50 INVESCO EXCH TRD SLF IDX FD BSCS 46138J643 $726.2K 0.37% 35,560 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-16 $193.9M 98 0001951757-26-000625
2025-12-31 2026-01-14 $196.8M 111 0001951757-26-000079