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Manager record

Three Cord True Wealth Management, LLC

Beaver, PA · CIK 2056001 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$210.19MReported 13F valueQ2 2026 · as filed
43Holdings listed
+16.8%vs prior quartervalue change includes market moves
5Quarters on record
Jul 23Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $133.9M$133.9MQ2 202528 holdingsQ3 2025: $147.8M$147.8MQ3 202532 holdingsQ4 2025: $171.9M$171.9MQ4 202539 holdingsQ1 2026: $180.0M$180.0MQ1 202639 holdingsQ2 2026: $210.2M$210.2MQ2 202643 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 23 2026 13F-HR · period Q2 2026

$210.19M · 43 holdings listed · View original SEC filing ↗
Apr 27 2026 13F-HR · period Q1 2026

$179.96M · 39 holdings listed · View original SEC filing ↗
Feb 05 2026 13F-HR · period Q4 2025

$171.92M · 39 holdings listed · View original SEC filing ↗
Nov 04 2025 13F-HR · period Q3 2025

$147.76M · 32 holdings listed · View original SEC filing ↗
Aug 06 2025 13F-HR/A · period Q2 2025

$133.93M · 28 holdings listed · amendment (restatement) · View original SEC filing ↗
Jul 22 2025 13F-HR · period Q2 2025

$54.69M · 17 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 23, 2026 · Change methodology