§ 13F · FUND PROFILE
Blue Trust, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $8479.4T (13F)Positions · 3786Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8850.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IEF | ISHARES TR | 5.98M | $575.0T | 6.5% | NEW |
| 2 | ITOT | ISHARES TR | 3.77M | $560.3T | 6.3% | NEW |
| 3 | QUAL | ISHARES TR | 2.60M | $517.2T | 5.8% | NEW |
| 4 | VUSE | ETF SER SOLUTIONS | 7.81M | $515.5T | 5.8% | NEW |
| 5 | VBND | ETF SER SOLUTIONS | 10.41M | $460.0T | 5.2% | NEW |
| 6 | IPAC | ISHARES TR | 6.18M | $452.1T | 5.1% | NEW |
| 7 | IUSV | ISHARES TR | 4.30M | $441.3T | 5.0% | NEW |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | 6.12M | $366.9T | 4.1% | NEW |
| 9 | VIDI | ETF SER SOLUTIONS | 9.84M | $331.6T | 3.7% | NEW |
| 10 | JMOM | J P MORGAN EXCHANGE TRADED F | 4.52M | $308.3T | 3.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BLUE SIGNAL
AC read
Blue Trust, Inc. is a Other fund managing $8479380.9 trillion 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
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