See what you actually own.
Your accounts look diversified. Combined, they may not be. True Stock Holdings looks through every ETF and fund — across all your accounts — to reveal your real stock-by-stock exposure and hidden concentration.
Three “diversified” accounts can hide one big bet.
An S&P 500 fund, a total-market fund, and a tech ETF all load up on the same handful of mega-caps. Each account looks balanced on its own statement — but stacked together, you may be far more concentrated than you think.
can sit inside a dozen different funds you own
revealed across every account
Everything you own, seen clearly.
We break your funds down to the underlying shares, roll them up across every account, and trace each holding back to exactly where it came from.
Combined True Holdings
Roll every account into one master view. See your genuine, portfolio-wide exposure instead of a stack of separate statements.
Full ETF look-through
We decompose each ETF and fund into its underlying stocks, so a fund position becomes hundreds of real company exposures.
Source attribution
Trace every underlying share back to the exact account and ETF it came from — direct holding or via a fund.
Concentration & overlap
Instantly spot where the same stock hides across multiple funds and how much of your portfolio really rides on it.
Country exposure
Look through to geographic exposure and confirm whether your portfolio is as globally diversified as you intended.
Works with your exports
Upload a positions CSV from your brokerage or enter holdings by hand. No account linking or credentials required.
From statements to clarity in three steps.
Add your portfolios
Upload a positions CSV or enter holdings manually — one account or all of them.
We look through every fund
Each ETF is expanded into its underlying stocks and matched across your accounts.
See your true exposure
Get a combined, stock-by-stock breakdown with concentration, overlap and source attribution.
Most tools compare two funds. We reveal your whole portfolio.
Pairwise overlap checkers only look at two tickers at a time, and premium research suites lock look-through behind a paywall and manual data entry. True Stock Holdings is built around one idea: your real risk lives across all of your accounts at once.
See what you actually own.
Add your accounts and get a combined, look-through view of your real stock exposure in minutes.
Free plan includes 1 portfolio, your holdings grid and top 5 look-through stocks. Upgrade for sectors, countries, overlap and the combined view.