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Truvestments Capital LLC
Truvestments Capital LLC is a registered investment adviser headquartered in Sarasota, Florida. Founded in 2016, the firm employs 16 professionals, all of whom are investors. Truvestments Capital provides investment advisory services primarily to individual investors, including both high net worth and other individuals. They serve over 2,700 client accounts with a focus on U.S.-based clients.
Investment Strategy
Truvestments Capital LLC manages portfolios with a focus on U.S. equities that include large-cap technology and industrial names such as Nvidia, Broadcom, Apple, and Microsoft. The firm primarily provides discretionary portfolio management to individual clients, both high net worth and non-high net worth, seeking balanced growth and income strategies. Their approach is characterized by diversified holdings across sectors and a commitment to long-term value creation based on fundamental analysis.
Latest 13F Filing Activity
Truvestments Capital LLC filed their most recent 13F report on Jun 30, 2025 disclosing 961 equity positions with a total 13F market value of $500M. The fund increased holdings in Nvidia Corporation, Broadcom Inc., Invesco QQQ TR among other positions. Truvestments Capital LLC reduced exposure to Berkshire Hathaway Inc. Del, Wells Fargo Co. New, Apple Inc. among others.
Top Holdings
Equity Positions (961)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 5.71% | $28.5M | 180,594 | $93.93 | $157.99 | +$8.8M |
| BERKSHIRE HATHAWAY INC DEL | 5.63% | $28.1M | 57,911 | $426.21 | $485.77 | -$2.4M | |
Q QQQ | INVESCO QQQ TR | 4.21% | $21.1M | 38,160 | $462.09 | $551.64 | +$3.1M |
A AVGO | BROADCOM INC | 3.10% | $15.5M | 56,232 | $65.16 | $275.65 | +$6.0M |
A AAPL | APPLE INC | 1.74% | $8.7M | 42,495 | $140.33 | $205.17 | -$1.7M |
Industry Allocation
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