Institutional Fund
Trunorth Financial Services, Inc.
Chambersburg, PACIK 21082012 filings on record
Portfolio Value
$96.70M
Q1 2026
Holdings
49
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+4.9%
from $92.21M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr16.5%
- Schwab Strategic Tr15.2%
- Vanguard Whitehall Fds13.4%
- Wisdomtree Tr13.3%
- Spdr Gold Tr6.6%
- Vanguard Scottsdale Fds5.4%
- Other29.5%
Portfolio Holdings
49 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 227.1K | $15.94M | 16.5% | +16.2K | Added |
| 2 | Schwab Strategic Tr | 480.3K | $14.74M | 15.2% | +8.3K | Added |
| 3 | Vanguard Whitehall Fds | 87.6K | $12.97M | 13.4% | +2.3K | Added |
| 4 | Wisdomtree Tr | 144.4K | $12.90M | 13.3% | +5.6K | Added |
| 5 | Spdr Gold Tr | 14.8K | $6.39M | 6.6% | −778 | Reduced |
| 6 | Vanguard Scottsdale Fds | 66.4K | $5.26M | 5.4% | +4.0K | Added |
| 7 | Ishares Silver Tr | 46.9K | $3.20M | 3.3% | −10.2K | Reduced |
| 8 | Spdr Series Trust | 15.4K | $2.25M | 2.3% | +359 | Added |
| 9 | Vanguard Specialized Funds | 8.7K | $1.87M | 1.9% | +232 | Added |
| 10 | Spdr S&P 500 ETF Tr | 2.8K | $1.80M | 1.9% | +83 | Added |
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