§ 13F · FUND PROFILE
Blue Trust, Inc..
AUM · $9.5B (13F)Positions · 3745Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$53M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IEF | ISHARES TR | 7.08M | $670M | 7.0% | +12% |
| 2 | ITOT | ISHARES TR | 3.96M | $651M | 6.8% | +6% |
| 3 | QUAL | ISHARES TR | 2.63M | $578M | 6.1% | +1% |
| 4 | VUSE | ETF SER SOLUTIONS | 7.69M | $556M | 5.8% | ±0% |
| 5 | IPAC | ISHARES TR | 5.85M | $479M | 5.0% | −2% |
| 6 | MTUM | ISHARES TR | 1.38M | $471M | 4.9% | +11% |
| 7 | VBND | ETF SER SOLUTIONS | 10.68M | $466M | 4.9% | ±0% |
| 8 | IUSV | ISHARES TR | 4.12M | $454M | 4.8% | −1% |
| 9 | JMOM | J P MORGAN EXCHANGE TRADED F | 4.67M | $399M | 4.2% | +1% |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | 6.40M | $377M | 4.0% | −10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BLUE SIGNAL
AC read
Blue Trust, Inc. is a Other fund managing $9.5 billion in assets. The fund runs a massive portfolio of 3,745 positions.
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