§ 13F · FUND PROFILE
Blue Trust, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $8.5B (13F)Positions · 3786Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$28M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IEF | ISHARES TR | 6.33M | $604M | 6.9% | +6% |
| 2 | ITOT | ISHARES TR | 3.75M | $534M | 6.1% | −1% |
| 3 | QUAL | ISHARES TR | 2.60M | $499M | 5.7% | ±0% |
| 4 | VUSE | ETF SER SOLUTIONS | 7.65M | $481M | 5.5% | −2% |
| 5 | VBND | ETF SER SOLUTIONS | 10.71M | $465M | 5.3% | +3% |
| 6 | IPAC | ISHARES TR | 5.99M | $458M | 5.2% | −3% |
| 7 | IUSV | ISHARES TR | 4.13M | $422M | 4.8% | −4% |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | 7.08M | $422M | 4.8% | +15% |
| 9 | VIDI | ETF SER SOLUTIONS | 9.42M | $340M | 3.9% | −4% |
| 10 | JMOM | J P MORGAN EXCHANGE TRADED F | 4.62M | $314M | 3.6% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BLUE SIGNAL
AC read
Blue Trust, Inc. is a Other fund managing $8.5 billion in assets. The fund runs a massive portfolio of 3,786 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed