Sign In
test

Amanda Lee Albanese

Three Cord True Wealth Management, Llc

Assets Managed
$179.958M
Holdings
39
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
4.68%(2Q avg: 10.52%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Three Cord True Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 39 positions.

Assets under management

The assets under management (AUM) of Three Cord True Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 179.958M in assets, with a quarterly growth rate of 4.68% and a 2-quarter average growth rate of 10.52%. The portfolio is managed by Amanda Lee Albanese, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
RECS
Columbia Resrh Enhanced Core
Recent Activity
Increased 5.28%
14.43%
$25.952M
665,786 shares@ $38.99 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 5.17%
13.56%
$24.391M
249,121 shares@ $97.91 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Increased 5.71%
13.27%
$23.874M
296,162 shares@ $80.61 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 4.11%
10.79%
$19.416M
385,471 shares@ $50.38 avg price
FNX
First Trust Mid Cap Core Alp
Recent Activity
Increased 5.12%
9.75%
$17.541M
136,778 shares@ $128.25 avg price
IDMO
Invesco S&p International De
Recent Activity
Increased 6.5%
8.84%
$15.904M
290,011 shares@ $54.84 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 5.9%
7.45%
$13.404M
121,338 shares@ $110.47 avg price
EDIV
Spdr S&p Emerging Markets Di
Recent Activity
Increased 6.05%
4.32%
$7.762M
196,601 shares@ $39.48 avg price
OUNZ
Vaneck Merk Gold Etf
Recent Activity
Increased 5.52%
4.09%
$7.352M
163,191 shares@ $45.06 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Increased 6.91%
3.63%
$6.525M
193,221 shares@ $33.77 avg price

1-10 of 39