True Blue Financial, LLC

True Blue Financial, LLC is a wealth-management firm allocating client money, running a $126.9M US long book across 52 positions.

The portfolio is concentrated: the top 10 names carry 55% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: FIRST TRUST MANAGED MUNICIPA, SS SPDR P INT C CORP ETF, DIMENSIONAL WORLD EX US CORE, SS SPDR P S&P 1500 COMP ETF, DIMENSIONAL US CORE EQUITY 2.

Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.