Three Cord True Wealth Management, LLC
Annual return '25
+15.7%
SPY '25
+17.7%
Alpha
-2.0ptsvs SPY
Invested
$180M
Holdings
39
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$RECS
COLUMBIA ETF TR I
Q1 2026: Exited (was 632.4k shares)
14.4%
02
$SPYG
SPDR SERIES TRUST
Q1 2026: Exited (was 236.9k shares)
13.6%
03
$AVLV
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 280.2k shares)
13.3%
04
$JAAA
JANUS DETROIT STR TR
Q1 2026: Exited (was 370.3k shares)
10.8%
05
$FNX
FIRST TR EXCHANGE-TRADED ALP
Q1 2026: Exited (was 130.1k shares)
9.7%
06
$IDMO
INVESCO EXCH TRADED FD TR II
Q1 2026: Exited (was 272.3k shares)
8.8%
07
$AVUV
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 114.6k shares)
7.4%
08
$EDIV
SPDR INDEX SHS FDS
Q1 2026: Exited (was 185.4k shares)
4.3%
09
$OUNZ
VANECK MERK GOLD ETF
Q1 2026: Exited (was 154.7k shares)
4.1%
10
$BUFR
FIRST TR EXCHNG TRADED FD VI
Q1 2026: Exited (was 180.7k shares)
3.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:28 UTC.