TRUE Private Wealth Advisors
Latest statistics and disclosures from TRUE Private Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IXUS, IBTH, IBIE, IBTJ, IBTL, and represent 23.23% of TRUE Private Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VXX (+$21M), IVW (+$11M), IXUS, IEUR, ULST, Lazard Active Etf Tr, SDY, EMXC, ARKF, EZU.
- Started 26 new stock positions in TSLR, FBTC, FEZ, IJS, AMAT, XLK, VXX, Lazard Active Etf Tr, ETHE, SDY.
- Reduced shares in these 10 stocks: ONEQ, , SMIZ, XMMO, ARKK, CLOI, FLOT, ITOT, SMOT, GS.
- Sold out of its positions in BBAI, DIV, RPG, XMMO, IEI, XLU.
- TRUE Private Wealth Advisors was a net buyer of stock by $41M.
- TRUE Private Wealth Advisors has $980M in assets under management (AUM), dropping by 10.13%.
- Central Index Key (CIK): 0001667074
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Portfolio Holdings for TRUE Private Wealth Advisors
TRUE Private Wealth Advisors holds 264 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Msci Total (IXUS) | 5.9 | $58M | +8% | 698k | 82.58 |
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| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 4.5 | $45M | 2.0M | 22.52 |
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| Ishares Tr Ibonds Oct 2028 (IBIE) | 4.4 | $43M | 1.6M | 26.45 |
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| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 4.4 | $43M | 2.0M | 21.95 |
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| Ishares Tr Ibonds Dec 2031 (IBTL) | 4.0 | $40M | 1.9M | 20.57 |
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| Ishares Tr Ibonds Oct 2030 (IBIG) | 4.0 | $40M | 1.5M | 26.68 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 4.0 | $39M | 207k | 189.70 |
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| Ishares Msci Emrg Chn (EMXC) | 3.9 | $39M | +6% | 573k | 67.51 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 3.4 | $33M | -2% | 229k | 145.65 |
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| Ishares Tr Core Msci Euro (IEUR) | 3.4 | $33M | +14% | 484k | 68.12 |
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| First Tr Exchange-traded SHS (FDL) | 3.3 | $33M | 751k | 43.41 |
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| Apple (AAPL) | 2.8 | $27M | 108k | 254.63 |
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| Zacks Trust Small/mid Cap (SMIZ) | 2.3 | $22M | -11% | 595k | 37.35 |
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| Barclays Bank Ipath S&p 500 Sh (VXX) | 2.1 | $21M | NEW | 623k | 33.16 |
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| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 1.8 | $18M | +3% | 673k | 26.85 |
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| Vaneck Etf Trust Clo Etf (CLOI) | 1.8 | $18M | -6% | 337k | 53.10 |
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| Microsoft Corporation (MSFT) | 1.7 | $17M | 32k | 517.96 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 1.7 | $16M | +5% | 348k | 46.93 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.6 | $16M | 66k | 241.96 |
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| Vanguard World Inf Tech Etf (VGT) | 1.5 | $14M | -4% | 19k | 746.67 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.3 | $13M | +597% | 108k | 120.72 |
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| NVIDIA Corporation (NVDA) | 1.3 | $13M | 69k | 186.58 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.3 | $13M | +7% | 463k | 27.30 |
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| Amazon (AMZN) | 1.0 | $10M | 45k | 219.57 |
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| Zacks Trust Earngs Constant (ZECP) | 0.9 | $9.0M | -2% | 268k | 33.62 |
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| Ishares Tr Core 60/40 Balan (AOR) | 0.8 | $7.8M | +3% | 122k | 64.38 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $7.4M | 12k | 612.39 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $7.0M | -5% | 22k | 315.44 |
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| Graniteshares Etf Tr 2x Long Nvda Dai (NVDL) | 0.7 | $6.4M | -2% | 69k | 93.62 |
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| Abbvie (ABBV) | 0.6 | $6.3M | 27k | 231.54 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $6.1M | 12k | 502.77 |
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| Johnson & Johnson (JNJ) | 0.6 | $6.0M | +3% | 32k | 185.42 |
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| Eli Lilly & Co. (LLY) | 0.6 | $5.6M | 7.4k | 763.07 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $5.5M | +4% | 16k | 355.48 |
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| Chevron Corporation (CVX) | 0.5 | $5.2M | 34k | 155.29 |
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| Costco Wholesale Corporation (COST) | 0.5 | $4.8M | 5.2k | 925.71 |
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| Goldman Sachs (GS) | 0.5 | $4.8M | -13% | 6.0k | 796.46 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $4.7M | +5% | 19k | 243.11 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $4.5M | +2% | 40k | 112.75 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.4 | $4.3M | +36% | 16k | 271.13 |
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| United Rentals (URI) | 0.4 | $4.1M | -10% | 4.3k | 954.68 |
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| Emerson Electric (EMR) | 0.4 | $3.8M | -7% | 29k | 131.18 |
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| Spdr Series Trust Portfolio Agrgte (SPAB) | 0.4 | $3.8M | +3% | 148k | 25.85 |
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| 3M Company (MMM) | 0.4 | $3.8M | 24k | 155.18 |
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| Us Bancorp Del Com New (USB) | 0.4 | $3.7M | 78k | 48.33 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $3.7M | -3% | 18k | 203.60 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.4 | $3.6M | -27% | 42k | 86.30 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $3.6M | +2% | 41k | 87.31 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $3.5M | -4% | 54k | 65.26 |
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| Micron Technology (MU) | 0.3 | $3.4M | 20k | 167.32 |
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| Pepsi (PEP) | 0.3 | $3.4M | 24k | 140.44 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $3.3M | +8% | 14k | 243.56 |
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| Ark Etf Tr Fintech Innova (ARKF) | 0.3 | $3.2M | +94% | 57k | 56.80 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $3.2M | +9% | 75k | 42.79 |
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| Dutch Bros Cl A (BROS) | 0.3 | $3.2M | 61k | 52.34 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $3.1M | -2% | 4.6k | 669.31 |
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| Tesla Motors (TSLA) | 0.3 | $2.8M | -2% | 6.3k | 444.77 |
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| Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 0.3 | $2.8M | NEW | 68k | 40.69 |
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| Ishares Gold Tr Ishares New (IAU) | 0.3 | $2.7M | 37k | 72.77 |
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| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 0.3 | $2.6M | -8% | 29k | 90.50 |
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| Verizon Communications (VZ) | 0.3 | $2.6M | 58k | 43.95 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $2.6M | -6% | 18k | 140.95 |
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| Bank Montreal Que Cal Lkd 45 (FNGU) | 0.3 | $2.5M | -4% | 87k | 29.16 |
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| Lazard Active Etf Tr Us Systematic Sm | 0.3 | $2.5M | NEW | 100k | 25.02 |
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| Ishares Tr Core 40/60 Moder (AOM) | 0.3 | $2.5M | -10% | 52k | 47.58 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $2.4M | 12k | 206.53 |
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| Ishares Tr Agency Bond Etf (AGZ) | 0.2 | $2.4M | -11% | 22k | 110.37 |
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| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.2 | $2.4M | -25% | 66k | 36.08 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.3M | -5% | 3.9k | 600.47 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $2.3M | +54% | 12k | 195.86 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.2 | $2.3M | NEW | 16k | 140.06 |
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| Meta Platforms Cl A (META) | 0.2 | $2.2M | -9% | 3.0k | 734.42 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $2.2M | +5% | 33k | 65.92 |
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| Direxion Shs Etf Tr Dly Tech Bull 3x (TECL) | 0.2 | $2.2M | 17k | 124.37 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $2.1M | -8% | 18k | 118.83 |
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| International Business Machines (IBM) | 0.2 | $2.0M | +6% | 7.2k | 282.18 |
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| Direxion Shs Etf Tr Daily Msft 2x Sh (MSFU) | 0.2 | $2.0M | 38k | 52.10 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.2 | $2.0M | 22k | 89.77 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $1.9M | -11% | 59k | 31.62 |
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| Wells Fargo & Company (WFC) | 0.2 | $1.9M | +8% | 22k | 83.82 |
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| Direxion Shs Etf Tr Direxion 2x Shar (AMZU) | 0.2 | $1.9M | 54k | 34.78 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.2 | $1.8M | -36% | 36k | 51.09 |
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| Graniteshares Etf Tr 2x Long Meta Dai (FBL) | 0.2 | $1.8M | 42k | 43.47 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $1.8M | -4% | 21k | 82.96 |
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| Direxion Shs Etf Tr Dly Aapl Bull 2x (AAPU) | 0.2 | $1.7M | -7% | 54k | 32.32 |
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| Pfizer (PFE) | 0.2 | $1.7M | +5% | 66k | 25.48 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.2 | $1.7M | +5% | 42k | 39.61 |
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| Spdr Series Trust Portfolio Intrmd (SPIB) | 0.2 | $1.6M | +7% | 47k | 33.89 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.2 | $1.5M | 33k | 46.96 |
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| Morgan Stanley Com New (MS) | 0.2 | $1.5M | 9.5k | 158.96 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.5M | 8.8k | 167.35 |
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| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.2 | $1.5M | +31% | 37k | 39.62 |
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| Ishares Msci Eurzone Etf (EZU) | 0.2 | $1.5M | NEW | 24k | 61.94 |
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| Visa Com Cl A (V) | 0.1 | $1.4M | +2% | 4.2k | 341.43 |
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| Palo Alto Networks (PANW) | 0.1 | $1.4M | 7.1k | 203.62 |
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| Boeing Company (BA) | 0.1 | $1.4M | 6.7k | 215.85 |
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| salesforce (CRM) | 0.1 | $1.4M | 6.0k | 237.01 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $1.4M | +6% | 30k | 46.81 |
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| Pacer Fds Tr Developed Mrkt (ICOW) | 0.1 | $1.4M | -12% | 38k | 36.42 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.3M | -3% | 6.3k | 208.72 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.1 | $1.3M | 21k | 62.22 |
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| Fortinet (FTNT) | 0.1 | $1.3M | -3% | 16k | 84.08 |
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| UnitedHealth (UNH) | 0.1 | $1.3M | +138% | 3.7k | 345.39 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $1.3M | +371% | 25k | 50.78 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.3M | 6.8k | 186.51 |
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| Key (KEY) | 0.1 | $1.2M | 63k | 18.69 |
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| Direxion Shs Etf Tr Daily Pltr Bull (PLTU) | 0.1 | $1.2M | NEW | 11k | 101.85 |
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| Broadcom (AVGO) | 0.1 | $1.2M | 3.5k | 329.96 |
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| Nike CL B (NKE) | 0.1 | $1.1M | -8% | 16k | 69.73 |
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| Caterpillar (CAT) | 0.1 | $1.1M | -11% | 2.4k | 477.31 |
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| Procter & Gamble Company (PG) | 0.1 | $1.1M | 7.2k | 153.66 |
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| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.1 | $988k | NEW | 16k | 62.12 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $988k | -3% | 11k | 89.37 |
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| Philip Morris International (PM) | 0.1 | $987k | 6.1k | 162.20 |
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| Cisco Systems (CSCO) | 0.1 | $986k | -11% | 14k | 68.42 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $973k | +44% | 12k | 79.93 |
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| Direxion Shs Etf Tr Daily Tsla 2x Sh (TSLL) | 0.1 | $954k | +3% | 45k | 21.11 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $952k | -7% | 9.2k | 103.40 |
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| Netflix (NFLX) | 0.1 | $948k | 790.00 | 1199.50 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $944k | 2.0k | 468.41 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.1 | $920k | -18% | 10k | 88.15 |
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.1 | $893k | -41% | 9.7k | 91.76 |
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| Direxion Shs Etf Tr Daily Googl 2x S (GGLL) | 0.1 | $871k | 14k | 63.15 |
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| Bank of America Corporation (BAC) | 0.1 | $845k | 16k | 51.59 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $826k | 1.7k | 479.61 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $812k | 4.8k | 170.85 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $801k | +56% | 11k | 73.46 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $773k | +27% | 4.2k | 182.44 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $754k | 1.00 | 754200.00 |
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| Abbott Laboratories (ABT) | 0.1 | $691k | 5.2k | 133.95 |
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| Zacks Trust Focus Growth Etf (GROZ) | 0.1 | $659k | -27% | 23k | 29.34 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $658k | -4% | 11k | 58.85 |
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| Kroger (KR) | 0.1 | $656k | -3% | 9.7k | 67.41 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $656k | 1.8k | 365.48 |
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| Coca-Cola Company (KO) | 0.1 | $639k | +27% | 9.6k | 66.32 |
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| Direxion Shs Etf Tr Dly Enrgy Bull2x (ERX) | 0.1 | $628k | -14% | 11k | 56.37 |
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| Merck & Co (MRK) | 0.1 | $623k | +6% | 7.4k | 83.93 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $614k | 4.6k | 133.92 |
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| Zscaler Incorporated (ZS) | 0.1 | $594k | 2.0k | 299.80 |
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| Alaska Air (ALK) | 0.1 | $591k | -11% | 12k | 49.78 |
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| Oracle Corporation (ORCL) | 0.1 | $587k | -11% | 2.1k | 281.35 |
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| Direxion Shs Etf Tr Dly Aerospc 3x (DFEN) | 0.1 | $580k | +5% | 8.4k | 68.75 |
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| McDonald's Corporation (MCD) | 0.1 | $577k | +16% | 1.9k | 304.04 |
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| Home Depot (HD) | 0.1 | $562k | +3% | 1.4k | 405.19 |
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| Louisiana-Pacific Corporation (LPX) | 0.1 | $557k | 6.3k | 88.85 |
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.1 | $556k | 6.2k | 89.64 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $556k | -16% | 5.0k | 111.22 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $550k | 1.1k | 490.38 |
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| Tidal Trust Iii Mrp Synthequity (SNTH) | 0.1 | $548k | +80% | 18k | 30.35 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $539k | 3.0k | 178.73 |
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| Starbucks Corporation (SBUX) | 0.1 | $537k | 6.3k | 84.61 |
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| Northwest Natural Holdin (NWN) | 0.1 | $536k | 12k | 44.93 |
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| At&t (T) | 0.1 | $524k | +10% | 19k | 28.24 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $520k | 4.2k | 124.35 |
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| Wal-Mart Stores (WMT) | 0.1 | $517k | -2% | 5.0k | 103.08 |
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| Advanced Micro Devices (AMD) | 0.1 | $514k | +7% | 3.2k | 161.84 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $509k | 11k | 47.52 |
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| Ishares Tr Core 30/70 Conse (AOK) | 0.1 | $508k | +11% | 13k | 40.16 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $499k | -6% | 4.1k | 121.42 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $497k | -11% | 4.5k | 111.48 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $488k | 3.0k | 164.57 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $473k | +8% | 832.00 | 568.87 |
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| Lowe's Companies (LOW) | 0.0 | $465k | 1.8k | 251.42 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $465k | NEW | 6.9k | 67.27 |
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| Altria (MO) | 0.0 | $464k | +8% | 7.0k | 66.06 |
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| RBB Motley Fol Etf (TMFC) | 0.0 | $463k | 6.6k | 70.54 |
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| Tidal Trust I Fundstrat Granny (GRNY) | 0.0 | $463k | +3% | 19k | 24.99 |
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| Bristol Myers Squibb (BMY) | 0.0 | $457k | -8% | 10k | 45.10 |
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| Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $454k | -4% | 13k | 36.00 |
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| Qualcomm (QCOM) | 0.0 | $453k | +8% | 2.7k | 166.36 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $443k | 3.6k | 123.78 |
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| Walt Disney Company (DIS) | 0.0 | $443k | 3.9k | 114.53 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $437k | 4.4k | 99.96 |
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| Sherwin-Williams Company (SHW) | 0.0 | $436k | 1.3k | 346.26 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $423k | -7% | 6.2k | 68.08 |
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| Roblox Corp Cl A (RBLX) | 0.0 | $420k | -17% | 3.0k | 138.55 |
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| Honeywell International (HON) | 0.0 | $406k | +2% | 1.9k | 210.55 |
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| World Fds Tr T Rex Target Etf (BTCL) | 0.0 | $404k | +17% | 7.2k | 56.19 |
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| Marvell Technology (MRVL) | 0.0 | $401k | -2% | 4.8k | 84.07 |
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| Ge Aerospace Com New (GE) | 0.0 | $400k | 1.3k | 300.85 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $399k | 22k | 18.24 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $397k | +5% | 4.3k | 93.37 |
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| Ishares Tr Core Total Usd (IUSB) | 0.0 | $391k | -17% | 8.4k | 46.71 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $389k | 1.4k | 273.77 |
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| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.0 | $386k | NEW | 11k | 34.27 |
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| Ford Motor Company (F) | 0.0 | $377k | 32k | 11.96 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $363k | 4.1k | 89.57 |
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| Constellation Energy (CEG) | 0.0 | $349k | 1.1k | 329.20 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $349k | -3% | 1.8k | 194.52 |
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| Ge Vernova (GEV) | 0.0 | $347k | +44% | 564.00 | 615.98 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $346k | -5% | 13k | 26.34 |
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| Stagwell Com Cl A (STGW) | 0.0 | $343k | 61k | 5.63 |
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| Columbia Banking System (COLB) | 0.0 | $343k | 13k | 25.74 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $343k | -25% | 3.5k | 99.12 |
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| Ishares Tr Expanded Tech (IGV) | 0.0 | $339k | -46% | 2.9k | 115.04 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $333k | 744.00 | 447.23 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $332k | 13k | 24.79 |
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| California Water Service (CWT) | 0.0 | $330k | 7.2k | 45.89 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $329k | -11% | 840.00 | 391.99 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $318k | 2.5k | 128.35 |
|
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.0 | $318k | 4.3k | 73.74 |
|
|
| Ats (ATS) | 0.0 | $317k | 12k | 26.20 |
|
|
| Deere & Company (DE) | 0.0 | $315k | -7% | 688.00 | 457.26 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $313k | -3% | 3.3k | 95.16 |
|
| Paypal Holdings (PYPL) | 0.0 | $311k | -6% | 4.6k | 67.06 |
|
| Citigroup Com New (C) | 0.0 | $311k | +3% | 3.1k | 101.52 |
|
| AutoZone (AZO) | 0.0 | $309k | +24% | 72.00 | 4290.24 |
|
| Iron Mountain (IRM) | 0.0 | $305k | 3.0k | 101.94 |
|
|
| Linde SHS (LIN) | 0.0 | $303k | NEW | 638.00 | 475.00 |
|
| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.0 | $299k | 1.9k | 155.89 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $299k | 2.8k | 106.49 |
|
|
| Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) | 0.0 | $297k | +13% | 7.8k | 38.02 |
|
| Stryker Corporation (SYK) | 0.0 | $295k | 799.00 | 369.72 |
|
|
| Intel Corporation (INTC) | 0.0 | $294k | -4% | 8.8k | 33.55 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $289k | NEW | 3.4k | 84.69 |
|
| Mosaic (MOS) | 0.0 | $289k | 8.3k | 34.68 |
|
|
| Strategy Cl A New (MSTR) | 0.0 | $288k | 894.00 | 322.56 |
|
|
| Semtech Corporation (SMTC) | 0.0 | $286k | NEW | 4.0k | 71.45 |
|
| Trane Technologies SHS (TT) | 0.0 | $281k | 666.00 | 422.01 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $276k | +2% | 4.1k | 67.84 |
|
| Oklo Com Cl A (OKLO) | 0.0 | $273k | NEW | 2.4k | 111.68 |
|
| Aon Shs Cl A (AON) | 0.0 | $266k | 746.00 | 356.79 |
|
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $265k | +23% | 5.2k | 50.63 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $264k | -7% | 8.4k | 31.42 |
|
| Spdr Series Trust Portfoli S&p1500 (SPTM) | 0.0 | $263k | 3.3k | 80.67 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $260k | 1.0k | 256.50 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $258k | +3% | 1.2k | 209.34 |
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $258k | 439.00 | 587.32 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $253k | -5% | 2.6k | 95.49 |
|
| Amplitude Com Cl A (AMPL) | 0.0 | $253k | 24k | 10.72 |
|
|
| Graniteshares Etf Tr 2x Long Tsla Dai (TSLR) | 0.0 | $250k | NEW | 7.4k | 34.00 |
|
| MetLife (MET) | 0.0 | $249k | -3% | 3.0k | 82.38 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $245k | NEW | 2.5k | 99.82 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $245k | NEW | 2.2k | 110.62 |
|
| Garmin SHS (GRMN) | 0.0 | $244k | 991.00 | 246.24 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $244k | 3.1k | 79.81 |
|
|
| Public Storage (PSA) | 0.0 | $238k | +2% | 823.00 | 288.85 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $236k | 1.3k | 183.73 |
|
|
| Paychex (PAYX) | 0.0 | $231k | 1.8k | 126.76 |
|
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $229k | -9% | 17k | 13.43 |
|
| Kinder Morgan (KMI) | 0.0 | $229k | 8.1k | 28.31 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $227k | 6.2k | 36.55 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $227k | -32% | 2.0k | 113.90 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $223k | -21% | 4.0k | 55.50 |
|
| Amgen (AMGN) | 0.0 | $221k | 784.00 | 282.34 |
|
|
| Applied Materials (AMAT) | 0.0 | $219k | NEW | 1.1k | 204.74 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $219k | NEW | 4.1k | 53.40 |
|
| Keysight Technologies (KEYS) | 0.0 | $218k | 1.2k | 174.92 |
|
|
| Ishares Msci Gbl Gold Mn (RING) | 0.0 | $217k | NEW | 3.4k | 64.72 |
|
| Fiserv (FI) | 0.0 | $216k | -6% | 1.7k | 128.96 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $214k | -93% | 2.4k | 89.13 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.0 | $213k | NEW | 1.5k | 145.61 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) | 0.0 | $209k | -77% | 1.9k | 109.82 |
|
| Gilead Sciences (GILD) | 0.0 | $208k | 1.9k | 111.00 |
|
|
| Snap Cl A (SNAP) | 0.0 | $208k | -40% | 27k | 7.71 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $204k | NEW | 724.00 | 282.11 |
|
| Direxion Shs Etf Tr Daily Nvda 2x Sh (NVDU) | 0.0 | $204k | NEW | 1.6k | 131.19 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $204k | NEW | 729.00 | 279.46 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $203k | 3.2k | 62.47 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $202k | NEW | 657.00 | 307.86 |
|
| Kenvue (KVUE) | 0.0 | $171k | -3% | 11k | 16.23 |
|
| DNP Select Income Fund (DNP) | 0.0 | $103k | 10k | 10.01 |
|
|
| Nanoviricides (NNVC) | 0.0 | $14k | NEW | 10k | 1.43 |
|
| Blackstone Mortgage Trust In Note 5.500% 3/1 (Principal) | 0.0 | $13k | NEW | 13k | 0.98 |
|
Past Filings by TRUE Private Wealth Advisors
SEC 13F filings are viewable for TRUE Private Wealth Advisors going back to 2015
- TRUE Private Wealth Advisors 2025 Q3 filed Nov. 14, 2025
- TRUE Private Wealth Advisors 2025 Q2 filed Aug. 11, 2025
- TRUE Private Wealth Advisors 2025 Q1 filed May 15, 2025
- TRUE Private Wealth Advisors 2024 Q4 filed Feb. 13, 2025
- TRUE Private Wealth Advisors 2024 Q3 filed Nov. 14, 2024
- TRUE Private Wealth Advisors 2024 Q2 filed July 16, 2024
- TRUE Private Wealth Advisors 2024 Q1 filed April 25, 2024
- TRUE Private Wealth Advisors 2023 Q4 filed Jan. 30, 2024
- TRUE Private Wealth Advisors 2023 Q3 filed Nov. 13, 2023
- TRUE Private Wealth Advisors 2023 Q2 filed Aug. 11, 2023
- TRUE Private Wealth Advisors 2023 Q1 filed May 11, 2023
- TRUE Private Wealth Advisors 2022 Q4 filed Feb. 14, 2023
- TRUE Private Wealth Advisors 2022 Q3 filed Nov. 4, 2022
- TRUE Private Wealth Advisors 2022 Q2 filed July 28, 2022
- TRUE Private Wealth Advisors 2022 Q1 filed May 9, 2022
- TRUE Private Wealth Advisors 2021 Q4 filed Feb. 11, 2022