Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, EMXC, IBTJ, IBIE, and represent 23.19% of TRUE Private Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SOXX (+$15M), QUIZ, QQQ, IEUR, QQQM, IXUS, IYW, JAAA, CLOI, SNTH.
Started 15 new stock positions in VTI, JMBS, WM, IBMS, IBMR, ACB, QUIZ, TMO, SHOP, PGR. IBMQ, JPST, QQQM, LAC, IBMP.
Reduced shares in these 10 stocks: VXX (-$21M), , ULST, RSP, SYZ, BIL, AAPL, IBTH, ZECP, FDL.
Sold out of its positions in OKLO, VXX, FBTC, FI, IJS, EFG, KVUE, MSTR, MDLZ, SMR. SPDW, ULST, BTCL.
TRUE Private Wealth Advisors was a net buyer of stock by $5.1M.
TRUE Private Wealth Advisors has $998M in assets under management (AUM), dropping by 1.83%.
Central Index Key (CIK): 0001667074

Tip: Access up to 7 years of quarterly data

Positions held by TRUE Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for TRUE Private Wealth Advisors

TRUE Private Wealth Advisors holds 266 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Msci Total (IXUS)	6.1	$60M	+2%	714k	84.64	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	4.4	$44M		1.9M	22.47	View chart
Ishares Msci Emrg Chn (EMXC)	4.3	$43M		584k	72.68	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	4.3	$43M		1.9M	21.95	View chart
Ishares Tr Ibonds Oct 2028 (IBIE)	4.2	$42M		1.6M	25.98	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	4.0	$40M		1.9M	20.52	View chart
Ishares Tr Ibonds Oct 2030 (IBIG)	3.9	$39M		1.5M	26.05	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.9	$39M	-2%	202k	191.56	View chart
Ishares Tr Core Msci Euro (IEUR)	3.6	$36M	+5%	511k	70.98	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	3.4	$34M		227k	148.69	View chart
First Tr Exchange-traded SHS (FDL)	3.3	$33M		741k	44.34	View chart
Apple (AAPL)	2.9	$29M	-2%	105k	271.86	View chart
Zacks Trust Small/mid Cap (SMIZ)	2.2	$22M		592k	36.99	View chart
Ishares Tr Ishares Semicdtr (SOXX)	1.9	$19M	+305%	65k	301.15	View chart
Vaneck Etf Trust Clo Etf (CLOI)	1.9	$19M	+6%	358k	52.81	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	1.7	$17M	+2%	688k	24.89	View chart
Alps Etf Tr Alerian Mlp (AMLP)	1.7	$17M		354k	47.02	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.6	$16M	-2%	64k	246.16	View chart
Microsoft Corporation (MSFT)	1.6	$16M		32k	483.62	View chart
Vanguard World Inf Tech Etf (VGT)	1.5	$15M	+2%	20k	753.79	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.4	$14M	+3%	111k	123.26	View chart
NVIDIA Corporation (NVDA)	1.3	$13M		68k	186.50	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.3	$13M		456k	27.43	View chart
Amazon (AMZN)	1.0	$10M		45k	230.82	View chart
Zacks Trust Earngs Constant (ZECP)	0.9	$8.8M	-5%	254k	34.76	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.8	$8.1M	+2%	125k	65.01	View chart
Eli Lilly & Co. (LLY)	0.8	$7.7M	-3%	7.1k	1074.62	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$7.4M		12k	627.14	View chart
JPMorgan Chase & Co. (JPM)	0.7	$7.1M		22k	322.22	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$6.8M	+9%	17k	396.31	View chart
Johnson & Johnson (JNJ)	0.7	$6.6M		32k	206.95	View chart
Abbvie (ABBV)	0.6	$6.2M		27k	228.49	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$6.1M		12k	502.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$6.0M		19k	313.01	View chart
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL)	0.6	$5.9M	-2%	67k	88.01	View chart
Micron Technology (MU)	0.5	$5.4M	-6%	19k	285.41	View chart
Goldman Sachs (GS)	0.5	$5.3M		6.0k	878.97	View chart
Chevron Corporation (CVX)	0.5	$5.1M		34k	152.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$5.1M	+112%	8.3k	614.32	View chart
Exxon Mobil Corporation (XOM)	0.5	$4.9M		41k	120.34	View chart
Spdr Series Trust State Street Spd (SPAB)	0.4	$4.5M	+17%	173k	25.75	View chart
Costco Wholesale Corporation (COST)	0.4	$4.4M		5.1k	862.31	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$4.2M	-2%	13k	313.81	View chart
Us Bancorp Del Com New (USB)	0.4	$4.1M		77k	53.36	View chart
Emerson Electric (EMR)	0.4	$3.9M		30k	132.72	View chart
3M Company (MMM)	0.4	$3.9M		25k	160.10	View chart
Zacks Trust Quality Internat (QUIZ)	0.4	$3.9M	NEW	146k	26.52	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$3.8M		18k	210.34	View chart
Dutch Bros Cl A (BROS)	0.4	$3.7M		60k	61.22	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$3.6M		41k	89.46	View chart
United Rentals (URI)	0.4	$3.5M	+2%	4.4k	809.23	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$3.5M	+51%	18k	199.68	View chart
Pepsi (PEP)	0.3	$3.4M		24k	143.52	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$3.4M	-3%	52k	66.00	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$3.1M		4.6k	684.93	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.3	$3.0M	-4%	40k	76.92	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$3.0M		37k	81.17	View chart
Tesla Motors (TSLA)	0.3	$3.0M	+4%	6.6k	449.70	View chart
Ark Etf Tr Blockchain & Fin (ARKF)	0.3	$2.6M	-4%	54k	47.63	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$2.5M	-4%	17k	143.52	View chart
Spdr Series Trust State Street Spd (CWB)	0.2	$2.5M	-3%	28k	89.20	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$2.5M		12k	212.07	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$2.5M	+93%	49k	50.58	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.2	$2.4M	-3%	50k	47.73	View chart
Verizon Communications (VZ)	0.2	$2.4M		59k	40.73	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.2	$2.3M	-4%	21k	110.25	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$2.2M		33k	67.22	View chart
Direxion Shs Etf Tr Dly Tech Bull 3x (TECL)	0.2	$2.2M	+6%	19k	117.49	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$2.2M	-4%	16k	139.16	View chart
Bank Montreal Que Cal Lkd 45 (FNGU)	0.2	$2.2M		85k	25.26	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$2.1M	-2%	17k	120.18	View chart
Vaneck Etf Trust Morningstar Smid (SMOT)	0.2	$2.0M	-14%	56k	36.20	View chart
International Business Machines (IBM)	0.2	$2.0M	-4%	6.9k	296.20	View chart
Wells Fargo & Company (WFC)	0.2	$2.0M	-2%	22k	93.20	View chart
Meta Platforms Cl A (META)	0.2	$2.0M		3.1k	659.98	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$2.0M	+28%	42k	47.08	View chart
Direxion Shs Etf Tr Direxion 2x Shar (AMZU)	0.2	$1.9M		53k	34.95	View chart
Direxion Shs Etf Tr Dly Aapl Bull 2x (AAPU)	0.2	$1.8M	+2%	55k	33.58	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$1.8M	-4%	35k	50.86	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.2	$1.8M		42k	41.36	View chart
Lazard Active Etf Tr Us Systematic Sm (SYZ)	0.2	$1.7M	-30%	69k	25.29	View chart
Spdr Series Trust State Street Spd (SPIB)	0.2	$1.7M	+8%	51k	33.81	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$1.7M	-6%	55k	30.96	View chart
Pfizer (PFE)	0.2	$1.7M	+2%	68k	24.90	View chart
Direxion Shs Etf Tr Daily Msft 2x Sh (MSFU)	0.2	$1.7M	+5%	40k	41.45	View chart
Morgan Stanley Com New (MS)	0.2	$1.7M		9.4k	177.52	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$1.6M	+18%	35k	46.81	View chart
Raytheon Technologies Corp (RTX)	0.2	$1.6M		8.8k	183.40	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$1.6M	-9%	19k	82.82	View chart
salesforce (CRM)	0.2	$1.6M		6.0k	264.91	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$1.6M	NEW	6.3k	252.91	View chart
Ishares Msci Eurzone Etf (EZU)	0.2	$1.6M	+3%	25k	64.10	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.2	$1.5M		37k	41.22	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.2	$1.5M		22k	68.36	View chart
Visa Com Cl A (V)	0.2	$1.5M		4.3k	350.70	View chart
Tidal Trust Iii Mrp Synthequity (SNTH)	0.1	$1.5M	+191%	53k	27.69	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$1.5M		38k	38.68	View chart
Boeing Company (BA)	0.1	$1.4M		6.6k	217.12	View chart
Graniteshares Etf Tr 2x Long Meta Dai (FBL)	0.1	$1.4M	+3%	43k	32.51	View chart
Direxion Shs Etf Tr Daily Googl 2x S (GGLL)	0.1	$1.3M		14k	96.88	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.3M		6.9k	190.98	View chart
Palo Alto Networks (PANW)	0.1	$1.3M		7.0k	184.20	View chart
Caterpillar (CAT)	0.1	$1.3M	-6%	2.2k	572.87	View chart
Key (KEY)	0.1	$1.2M	-5%	60k	20.64	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.2M	-8%	5.8k	211.80	View chart
UnitedHealth (UNH)	0.1	$1.2M		3.7k	330.15	View chart
Fortinet (FTNT)	0.1	$1.2M	-4%	15k	79.41	View chart
Broadcom (AVGO)	0.1	$1.1M	-6%	3.3k	346.07	View chart
Cisco Systems (CSCO)	0.1	$1.1M	-2%	14k	77.03	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.1M	+10%	14k	79.73	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.1	$1.1M	+4%	17k	64.39	View chart
Nike CL B (NKE)	0.1	$1.0M		16k	63.71	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	0.1	$1.0M	+367%	8.9k	116.97	View chart
Procter & Gamble Company (PG)	0.1	$1.0M		7.1k	143.30	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$1.0M		21k	47.56	View chart
Direxion Shs Etf Tr Daily Pltr Bull (PLTU)	0.1	$1.0M	+20%	14k	73.54	View chart
Philip Morris International (PM)	0.1	$989k		6.2k	160.40	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$972k	+100%	18k	52.72	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$968k	-5%	11k	92.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$954k		2.0k	473.30	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$937k	+326%	10k	91.40	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.1	$927k	NEW	36k	25.43	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.1	$926k	NEW	37k	25.39	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$915k	-2%	10k	89.56	View chart
Lam Research Corp Com New (LRCX)	0.1	$884k	+12%	5.2k	171.19	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$856k		1.8k	487.86	View chart
Direxion Shs Etf Tr Daily Tsla 2x Sh (TSLL)	0.1	$845k	-2%	44k	19.11	View chart
Bank of America Corporation (BAC)	0.1	$827k	-8%	15k	55.00	View chart
Palantir Technologies Cl A (PLTR)	0.1	$795k	+5%	4.5k	177.76	View chart
Netflix (NFLX)	0.1	$782k	+955%	8.3k	93.76	View chart
Merck & Co (MRK)	0.1	$757k	-3%	7.2k	105.26	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$755k		1.00	754800.00	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$729k	+11%	12k	58.73	View chart
Ishares Tr Ibonds Dec 2030 (IBMS)	0.1	$727k	NEW	28k	26.06	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$724k		4.7k	154.14	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.1	$702k	NEW	27k	25.58	View chart
Abbott Laboratories (ABT)	0.1	$648k		5.2k	125.29	View chart
Direxion Shs Etf Tr Dly Enrgy Bull2x (ERX)	0.1	$620k		11k	55.85	View chart
Zacks Trust Focus Growth Etf (GROZ)	0.1	$619k	-7%	21k	29.80	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$618k	-7%	1.7k	373.44	View chart
Alaska Air (ALK)	0.1	$603k		12k	50.30	View chart
Kroger (KR)	0.1	$589k	-3%	9.4k	62.48	View chart
Direxion Shs Etf Tr Dly Aerospc 3x (DFEN)	0.1	$582k	+8%	9.1k	63.88	View chart
McDonald's Corporation (MCD)	0.1	$576k		1.9k	305.67	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$573k		6.2k	92.25	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$572k	NEW	11k	50.59	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$569k	+31%	8.2k	69.42	View chart
Airbnb Com Cl A (ABNB)	0.1	$558k		4.1k	135.72	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$555k	+5%	1.2k	468.76	View chart
Bristol Myers Squibb (BMY)	0.1	$552k		10k	53.94	View chart
Northwest Natural Holdin (NWN)	0.1	$548k		12k	46.74	View chart
Wal-Mart Stores (WMT)	0.1	$548k		4.9k	111.42	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$527k	-4%	4.8k	109.91	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.1	$521k	+13%	21k	24.76	View chart
Starbucks Corporation (SBUX)	0.1	$515k	-3%	6.1k	84.21	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$509k		11k	47.53	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$508k	-38%	6.7k	75.45	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.1	$508k		13k	40.13	View chart
Louisiana-Pacific Corporation (LPX)	0.1	$506k		6.3k	80.77	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$498k		3.0k	167.92	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$492k		4.5k	110.18	View chart
Advanced Micro Devices (AMD)	0.0	$482k	-29%	2.3k	214.13	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$478k	+55%	5.3k	89.99	View chart
RBB Motley Fol Etf (TMFC)	0.0	$472k		6.6k	71.77	View chart
Mastercard Incorporated Cl A (MA)	0.0	$465k	-2%	815.00	570.96	View chart
At&t (T)	0.0	$460k		19k	24.84	View chart
Home Depot (HD)	0.0	$450k	-5%	1.3k	344.08	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$449k		4.4k	102.54	View chart
Ishares Msci Gbl Gold Mn (RING)	0.0	$443k	+79%	6.0k	73.64	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$443k		3.0k	146.58	View chart
Zscaler Incorporated (ZS)	0.0	$437k		1.9k	224.91	View chart
Qualcomm (QCOM)	0.0	$437k	-6%	2.6k	171.07	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.0	$425k	NEW	9.3k	45.69	View chart
Intuitive Surgical Com New (ISRG)	0.0	$421k		744.00	566.36	View chart
Duke Energy Corp Com New (DUK)	0.0	$420k		3.6k	117.19	View chart
Lowe's Companies (LOW)	0.0	$419k	-5%	1.7k	241.11	View chart
Walt Disney Company (DIS)	0.0	$415k	-5%	3.6k	113.76	View chart
Ford Motor Company (F)	0.0	$414k		32k	13.12	View chart
Ge Aerospace Com New (GE)	0.0	$412k		1.3k	308.08	View chart
Sherwin-Williams Company (SHW)	0.0	$408k		1.3k	324.03	View chart
Oracle Corporation (ORCL)	0.0	$407k		2.1k	194.93	View chart
Marvell Technology (MRVL)	0.0	$406k		4.8k	84.98	View chart
Altria (MO)	0.0	$405k		7.0k	57.66	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$404k		22k	18.22	View chart
Kimberly-Clark Corporation (KMB)	0.0	$403k	-4%	4.0k	100.88	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$394k		1.4k	276.94	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$393k		8.5k	46.54	View chart
Intel Corporation (INTC)	0.0	$387k	+19%	11k	36.90	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$386k	-5%	4.0k	96.03	View chart
Columbia Banking System (COLB)	0.0	$378k		14k	27.95	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$371k		4.1k	91.45	View chart
Honeywell International (HON)	0.0	$370k		1.9k	195.12	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$366k	+251%	2.5k	143.99	View chart
Citigroup Com New (C)	0.0	$354k		3.0k	116.68	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$353k		3.4k	103.56	View chart
Applied Materials (AMAT)	0.0	$350k	+27%	1.4k	256.99	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$346k	-2%	1.7k	198.60	View chart
Agilent Technologies Inc C ommon (A)	0.0	$337k		2.5k	136.07	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$337k	-4%	13k	26.91	View chart
Ats (ATS)	0.0	$333k		12k	27.54	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.0	$323k		4.3k	74.94	View chart
Coca-Cola Company (KO)	0.0	$323k	-52%	4.6k	69.90	View chart
Deere & Company (DE)	0.0	$321k		690.00	465.57	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.0	$317k		13k	23.69	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$310k		2.9k	105.69	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$309k		3.3k	94.15	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.0	$309k		1.9k	159.91	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$306k	-19%	676.00	453.16	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$300k		2.8k	107.11	View chart
Constellation Energy (CEG)	0.0	$295k	-21%	836.00	353.36	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$293k	+32%	963.00	303.86	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$292k		4.1k	71.41	View chart
Stryker Corporation (SYK)	0.0	$291k	+3%	829.00	351.52	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$285k	-67%	3.1k	91.39	View chart
Paypal Holdings (PYPL)	0.0	$278k	+2%	4.8k	58.38	View chart
Amplitude Com Cl A (AMPL)	0.0	$273k		24k	11.58	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.0	$272k		11k	24.37	View chart
Linde SHS (LIN)	0.0	$272k		638.00	426.39	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$269k		3.3k	82.50	View chart
California Water Service (CWT)	0.0	$269k	-13%	6.2k	43.33	View chart
Charles Schwab Corporation (SCHW)	0.0	$265k		2.7k	99.92	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$265k		1.2k	214.77	View chart
Ge Vernova (GEV)	0.0	$264k	-28%	404.00	653.25	View chart
Aon Shs Cl A (AON)	0.0	$263k		746.00	353.08	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$260k	+2%	1.0k	250.19	View chart
Graniteshares Etf Tr 2x Long Tsla Dai (TSLR)	0.0	$259k	+10%	8.1k	32.02	View chart
Trane Technologies SHS (TT)	0.0	$259k		666.00	389.25	View chart
Amgen (AMGN)	0.0	$257k		784.00	327.47	View chart
Keysight Technologies (KEYS)	0.0	$253k		1.2k	203.19	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$249k	-2%	3.0k	83.62	View chart
Roblox Corp Cl A (RBLX)	0.0	$246k		3.0k	81.02	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$246k		6.2k	39.45	View chart
AutoZone (AZO)	0.0	$244k		72.00	3391.50	View chart
Garmin SHS (GRMN)	0.0	$243k	+20%	1.2k	202.87	View chart
MetLife (MET)	0.0	$241k		3.0k	78.95	View chart
Gilead Sciences (GILD)	0.0	$238k	+3%	1.9k	122.74	View chart
Iron Mountain (IRM)	0.0	$233k	-5%	2.8k	82.94	View chart
Stagwell Com Cl A (STGW)	0.0	$233k	-21%	48k	4.89	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$228k	NEW	681.00	335.32	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$228k	NEW	1.4k	160.99	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.0	$227k		7.8k	29.04	View chart
Public Storage (PSA)	0.0	$226k	+5%	870.00	259.50	View chart
Teledyne Technologies Incorporated (TDY)	0.0	$225k		440.00	510.68	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$224k		4.1k	54.71	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$223k	+10%	5.8k	38.73	View chart
Texas Instruments Incorporated (TXN)	0.0	$223k		1.3k	173.49	View chart
Kinder Morgan (KMI)	0.0	$222k		8.1k	27.49	View chart
Semtech Corporation (SMTC)	0.0	$221k	-25%	3.0k	73.69	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$213k	-55%	3.1k	69.48	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.0	$210k		1.5k	143.89	View chart
Thermo Fisher Scientific (TMO)	0.0	$208k	NEW	360.00	578.88	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$207k		657.00	314.80	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$205k	-9%	16k	13.25	View chart
Paychex (PAYX)	0.0	$205k		1.8k	112.18	View chart
Novo-nordisk A S Adr (NVO)	0.0	$204k		4.0k	50.88	View chart
Snap Cl A (SNAP)	0.0	$204k	-6%	25k	8.07	View chart
Progressive Corporation (PGR)	0.0	$203k	NEW	892.00	227.72	View chart
Waste Management (WM)	0.0	$203k	NEW	924.00	219.75	View chart
Comcast Corp Cl A (CMCSA)	0.0	$202k	-19%	6.8k	29.89	View chart
Direxion Shs Etf Tr Daily Nvda 2x Sh (NVDU)	0.0	$202k	+10%	1.7k	117.71	View chart
Mosaic (MOS)	0.0	$200k		8.3k	24.09	View chart
DNP Select Income Fund (DNP)	0.0	$104k		10k	9.99	View chart
Aurora Cannabis (ACB)	0.0	$50k	NEW	12k	4.22	View chart
Lithium Amers Corp Com Shs (LAC)	0.0	$48k	NEW	11k	4.36	View chart
Blackstone Mortgage Trust In Note 5.500% 3/1	0.0	$13k		13k	0.99	View chart
Nanoviricides (NNVC)	0.0	$11k		10k	1.13	View chart

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 Q4 filed Feb. 13, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z