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Lucas M. Brown

True Blue Financial, Llc

Assets Managed
$236.898M
Holdings
61
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
86.74%(2Q avg: 45.73%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in True Blue Financial, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 61 positions.

Assets under management

The assets under management (AUM) of True Blue Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 236.898M in assets, with a quarterly growth rate of 86.74% and a 2-quarter average growth rate of 45.73%. The portfolio is managed by Lucas M. Brown, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 1717.98%
8.94%
$21.158M
177,816 shares@ $119.0 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 2007.73%
8.29%
$19.632M
322,945 shares@ $60.79 avg price
FMB
First Trust Managed Municipa
Recent Activity
Increased 4.66%
6.12%
$14.484M
281,978 shares@ $51.37 avg price
SPTI
Spdr Port Int Treasury Term
Recent Activity
Increased 2303.16%
5.76%
$13.624M
479,886 shares@ $28.4 avg price
SPIB
Spdr Port Int Corp Bond Etf
Recent Activity
Decreased -13.26%
4.77%
$11.281M
337,154 shares@ $33.46 avg price
SPSM
Spdr Portfolio S&p 600 Small
Recent Activity
Increased 248.62%
4.44%
$10.506M
182,168 shares@ $57.68 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Decreased -1.02%
3.72%
$8.809M
239,116 shares@ $36.85 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 1912.43%
3.55%
$8.409M
166,870 shares@ $50.4 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Increased 4.25%
3.33%
$7.874M
86,731 shares@ $90.79 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -4.28%
2.84%
$6.719M
151,468 shares@ $44.36 avg price

1-10 of 61