Three Cord True Wealth Management, LLC
Three Cord True Wealth Management, LLC is an SEC-registered investment adviser headquartered in Beaver, Pennsylvania, founded in 2020. The firm has 8 employees and provides comprehensive financial planning, investment management, and tax solutions to individuals, high net worth individuals, small business owners, and select institutional clients. Services include retirement planning, personalized portfolio management, efficient tax planning, and legacy planning, all grounded in long-term client partnerships and a client-centric fiduciary ethos.
Investment Strategy
Three Cord True Wealth Management adopts a personalized and holistic approach to wealth management, starting with an in-depth understanding of each client's financial aspirations and concerns. Their strategy emphasizes tax efficiency, adaptive portfolio construction, and ongoing client engagement to help clients reach their long-term goals such as retirement, philanthropy, or legacy creation. Investment portfolios are individually tailored, periodically reviewed, and adjusted to align with changing life circumstances and evolving market conditions. The firm places strong emphasis on transparency, education, and collaborative financial planning.
Top Holdings
Equity Positions (27)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYG | SPDR SERIES TRUST | 17.15% | $23.0M | 240,937 | $88.16 | $95.32 | +$4.9M |
R RECS | COLUMBIA ETF TR I | 14.37% | $19.2M | 523,209 | $34.65 | $36.79 | +$3.1M |
A AVLV | AMERICAN CENTY ETF TR | 12.60% | $16.9M | 247,459 | $66.75 | $68.21 | +$1.8M |
J JAAA | JANUS DETROIT STR TR | 12.02% | $16.1M | 317,267 | $50.71 | $50.75 | +$231.4K |
F FNX | FIRST TR EXCHANGE-TRADED ALP | 10.02% | $13.4M | 116,858 | $115.43 | $114.85 | +$1.3M |