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Christopher J. Jackson

Trunorth Financial Services, Inc.

Assets Managed
$96.7M
Holdings
49
Last Quarter
2026 - Q1
Filed Date
1mo 15d ago
Growth Rate
4.88%(2Q avg: 2.44%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Trunorth Financial Services, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 49 positions.

Assets under management

The assets under management (AUM) of Trunorth Financial Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 96.7M in assets, with a quarterly growth rate of 4.88% and a 2-quarter average growth rate of 2.44%. The portfolio is managed by Christopher J. Jackson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 7.69%
16.48%
$15.936M
227,073 shares@ $70.19 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 1.77%
15.24%
$14.735M
480,288 shares@ $30.68 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 2.65%
13.42%
$12.973M
87,598 shares@ $148.11 avg price
DLN
Wisdomtree Us Largecap Divid
Recent Activity
Increased 4.02%
13.34%
$12.897M
144,372 shares@ $89.33 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -4.98%
6.61%
$6.386M
14,841 shares@ $430.3 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 6.47%
5.45%
$5.26M
66,362 shares@ $79.27 avg price
SLV
Ishares Silver Trust
Recent Activity
Decreased -17.8%
3.31%
$3.199M
46,945 shares@ $68.14 avg price
SDY
Spdr S&p Dividend Etf
Recent Activity
Increased 2.39%
2.33%
$2.25M
15,418 shares@ $145.94 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 2.75%
1.94%
$1.869M
8,690 shares@ $215.06 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 3.1%
1.87%
$1.799M
2,766 shares@ $650.3 avg price

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