Three Cord True Wealth Management, LLC

CIK

2056001

Location

Beaver, PA

Portfolio Value

Micro $11,188,287

Diversification

Highly concentrated

Filing Date

Global Rank

#8,058 / 8,517 ▲ 239

Top Industry

Consumer Electronics 25.9%

3Y Alpha vs SPY

+1.4%

Period ended 46 days ago

Filed Jul 23, 2026 · 23d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+28.9%

SPY

+27.3%

Annualised alpha

+1.0%

Max drawdown

−14.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

12 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

60.1%

+8.6 pts

Top 5

84.0%

−1.0 pts

Top 10

96.2%

+0.8 pts

HHI

3,799

Highly concentrated+670

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	71.8%	$8,031,302	3
Technology	17.2%	$1,928,070	4
Consumer Defensive	4.6%	$517,321	2
Industrials	4.1%	$454,664	2
Consumer Cyclical	2.3%	$256,930	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
OUNZ	VanEck Merk Gold ETF	+11,164	174,355	$6,728,359
MSFT	Microsoft Corp	+116	1,470	$548,339
AAPL	Apple Inc.	+40	2,823	$816,863
AMZN	Amazon Com Inc	+17	1,078	$256,930
NVDA	Nvidia Corp	+2	1,599	$319,943
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
QQQ	Invesco Qqq Trust, Series 1	−26	851	$626,676
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
BA	Boeing Co	972	$210,408
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	30,275	$2,774,401
GOOGL	Alphabet Inc.	733	$210,268
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

12 tracked positions · $11,188,287 total · as of Jun 30, 2026

All sectors Consumer Cyclical Consumer Defensive Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
OUNZ	VanEck Merk Gold ETF	Added	174,355	+11,164	$6,728,359	−8.5%	60.14%
AAPL	Apple Inc. Technology	Added	2,823	+40	$816,863	+15.7%	7.30%
IAU	Ishares Gold Trust	Held	8,956	0	$676,267	−14.3%	6.04%
QQQ	Invesco Qqq Trust, Series 1	Reduced	851	-26	$626,676	+23.8%	5.60%
MSFT	Microsoft Corp Technology	Added	1,470	+116	$548,339	+9.4%	4.90%
NVDA	Nvidia Corp Technology	Added	1,599	+2	$319,943	+14.9%	2.86%
MNST	Monster Beverage Corp Consumer Defensive	Held	3,202	0	$307,776	+32.7%	2.75%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,078	+17	$256,930	+16.3%	2.30%
SNA	Snap-on Inc Industrials	Held	607	0	$244,256	+10.8%	2.18%
IDCC	InterDigital, Inc. Technology	Held	858	0	$242,925	−6.2%	2.17%
BA	Boeing Co Industrials	NEW	972	NEW	$210,408	NEW	1.88%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	224	0	$209,545	−6.1%	1.87%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.