truNorth Financial Services, Inc. — 13F Holdings & Portfolio

CIK 2108201 · latest 13F-HR filed 2026-05-05

truNorth Financial Services, Inc. manages $96.7M in 13F-reported U.S. long-equity assets across 49 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are DGRO (16.48%), SCHD (15.24%), VYM (13.42%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 1, added to 17, and trimmed 17.

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

$96.7M

Long-equity book

Holdings

49

Distinct positions

Period

2026-03-31

Filed 2026-05-05

Q/Q Activity

+2 / −1 / ↑17 / ↓17

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SCHWAB STRATEGIC TR$1.8M +13.8%
  • ISHARES TR$1.3M +8.9%
  • VANGUARD WHITEHALL FDS$725.8K +5.9%
  • WISDOMTREE TR$671.6K +5.5%
  • VANGUARD SCOTTSDALE FDS$290.7K +5.8%
Show all 17

Top Trims

  • ISHARES SILVER TR-$480.3K -13.1%
  • NVIDIA CORPORATION-$269.3K -13.4%
  • PALANTIR TECHNOLOGIES INC-$151.3K -17.7%
  • VANGUARD INDEX FDS-$119.5K -17.6%
  • QUALCOMM INC-$107.5K -34.6%
Show all 17

New Positions

  • VANGUARD SCOTTSDALE FDS$460.4K
  • CHEVRON CORPORATION$228.5K
Show all 2

Exited Positions

  • SPDR SERIES TRUST$249.4K
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 ISHARES TR DGRO 46434V621 $15.9M 16.48% 227,073 SH
2 SCHWAB STRATEGIC TR SCHD 808524797 $14.7M 15.24% 480,288 SH
3 VANGUARD WHITEHALL FDS VYM 921946406 $13.0M 13.42% 87,598 SH
4 WISDOMTREE TR DLN 97717W307 $12.9M 13.34% 144,372 SH
5 SPDR GOLD TR GLD 78463V107 $6.4M 6.60% 14,841 SH
6 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $5.3M 5.44% 66,362 SH
7 ISHARES SILVER TR SLV 46428Q109 $3.2M 3.31% 46,945 SH
8 SPDR SERIES TRUST SDY 78464A763 $2.3M 2.33% 15,418 SH
9 VANGUARD SPECIALIZED FUNDS VIG 921908844 $1.9M 1.93% 8,690 SH
10 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.8M 1.86% 2,766 SH
11 NVIDIA CORPORATION NVDA 67066G104 $1.7M 1.80% 10,004 SH
12 INVESCO EXCHANGE TRADED FD T PKW 46137V308 $1.3M 1.31% 9,626 SH
13 APPLE INC AAPL 037833100 $1.1M 1.14% 4,341 SH
14 STATE STR SPDR DOW JONES IND DIA 78467X109 $1.0M 1.06% 2,215 SH
15 ORRSTOWN FINL SVCS INC ORRF 687380105 $846.7K 0.88% 23,467 SH
16 VANGUARD INDEX FDS VBR 922908611 $809.2K 0.84% 3,725 SH
17 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $703.2K 0.73% 4,807 SH
18 WISDOMTREE TR DGRW 97717X669 $622.6K 0.64% 7,088 SH
19 INVESCO QQQ TR QQQ 46090E103 $619.5K 0.64% 1,073 SH
20 AMAZON COM INC AMZN 023135106 $593.6K 0.61% 2,850 SH
21 VANGUARD INDEX FDS VUG 922908736 $559.1K 0.58% 1,280 SH
22 ISHARES TR DVY 464287168 $525.4K 0.54% 3,470 SH
23 ABBVIE INC ABBV 00287Y109 $488.0K 0.50% 2,244 SH
24 CATERPILLAR INC CAT 149123101 $478.3K 0.49% 675 SH
25 ALPHABET INC GOOGL 02079K305 $468.7K 0.48% 1,630 SH
26 VANGUARD INDEX FDS VOO 922908363 $464.5K 0.48% 777 SH
27 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $460.4K 0.48% 7,865 SH
28 ISHARES TR IVV 464287200 $459.2K 0.47% 703 SH
29 EXXON MOBIL CORP XOM 30231G102 $417.9K 0.43% 2,463 SH
30 MERCK & CO INC MRK 58933Y105 $382.6K 0.40% 3,180 SH
31 INVESCO EXCH TRD SLF IDX FD OMFL 46138J619 $373.7K 0.39% 6,215 SH
32 VANGUARD INDEX FDS VTV 922908744 $357.9K 0.37% 1,824 SH
33 WALMART INC WMT 931142103 $349.2K 0.36% 2,810 SH
34 WEC ENERGY GROUP INC WEC 92939U106 $329.0K 0.34% 2,842 SH
35 JPMORGAN CHASE & CO JPM 46625H100 $320.3K 0.33% 1,089 SH
36 PRINCIPAL EXCHANGE TRADED FD PY 74255Y607 $311.5K 0.32% 5,434 SH
37 LOUISIANA PAC CORP LPX 546347105 $305.6K 0.32% 4,200 SH
38 MICROSOFT CORP MSFT 594918104 $303.6K 0.31% 820 SH
39 TRUIST FINL CORP TFC 89832Q109 $288.1K 0.30% 6,267 SH
40 SELECT SECTOR SPDR TR XLK 81369Y803 $269.7K 0.28% 2,029 SH
41 RTX CORPORATION RTX 75513E101 $268.6K 0.28% 1,392 SH
42 PEPSICO INC PEP 713448108 $261.6K 0.27% 1,685 SH
43 BROADCOM INC AVGO 11135F101 $260.0K 0.27% 840 SH
44 LAM RESEARCH CORP LRCX 512807306 $240.4K 0.25% 1,125 SH
45 DEERE & CO DE 244199105 $233.8K 0.24% 415 SH
46 ACNB CORP ACNB 000868109 $230.1K 0.24% 4,806 SH
47 CHEVRON CORPORATION CVX 166764100 $228.5K 0.24% 1,104 SH
48 CRANE COMPANY CR 224408104 $226.6K 0.23% 1,325 SH
49 QUALCOMM INC QCOM 747525103 $203.0K 0.21% 1,576 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-05 $96.7M 49 0002000324-26-001807
2025-12-31 2026-02-17 $92.2M 48 0001999371-26-003391