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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, EMXC, SOXX, IEUR, EWJ, and represent 21.86% of TRUE Private Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: EWJ (+$33M), AIRR (+$24M), SPHB (+$18M), VGT (+$15M), IAU (+$14M), Roundhill Memory Etf (+$9.7M), AMLP (+$8.9M), SMIZ, CWB, NVDL.
Started 30 new stock positions in AIBU, MTUM, TSLR, VV, MUU, SNDK, Roundhill Memory Etf, RDVY, HPE, KLAC.
Reduced shares in these 10 stocks: IBTH (-$33M), VXX (-$18M), IXUS (-$15M), EMXC (-$11M), IVW (-$9.0M), , RSP (-$6.6M), ITOT (-$5.6M), FDL (-$5.4M), IBIE (-$5.1M).
Sold out of its positions in AMPL, BKR, COP, EPD, XOM, Honeywell International, IVLU, MOS, ULST, SNAP. STGW, CRMG, VGK.
TRUE Private Wealth Advisors was a net buyer of stock by $14M.
TRUE Private Wealth Advisors has $1.2B in assets under management (AUM), dropping by 10.46%.
Central Index Key (CIK): 0001667074

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Portfolio Holdings for TRUE Private Wealth Advisors

TRUE Private Wealth Advisors holds 283 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Msci Total (IXUS)	7.1	$82M	-15%	862k	95.44	View chart
Ishares Msci Emrg Chn (EMXC)	4.3	$50M	-17%	491k	102.30	View chart
Ishares Tr Ishares Semicdtr (SOXX)	3.7	$43M		68k	640.76	View chart
Ishares Tr Core Msci Euro (IEUR)	3.5	$41M		541k	75.17	View chart
Ishares Msci Japan Etf (EWJ)	3.2	$37M	+846%	393k	93.27	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.1	$36M	-15%	170k	212.77	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	3.1	$36M	-8%	1.7M	21.65	View chart
Zacks Trust Small/mid Cap (SMIZ)	3.0	$35M	+15%	777k	44.62	View chart
Ishares Tr Ibonds Oct 2030 (IBIG)	3.0	$34M	-6%	1.3M	26.26	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	2.9	$34M	-9%	1.7M	20.19	View chart
Ishares Tr Ibonds Oct 2028 (IBIE)	2.9	$34M	-12%	1.3M	26.30	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	2.7	$31M	-15%	190k	164.27	View chart
First Tr Exchange-traded SHS (FDL)	2.6	$31M	-15%	627k	48.66	View chart
Ishares Gold Tr Ishares New (IAU)	2.5	$29M	+89%	389k	75.51	View chart
Alps Etf Tr Alerian Mlp (AMLP)	2.5	$29M	+45%	556k	51.85	View chart
Apple (AAPL)	2.4	$28M	-2%	97k	289.36	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	2.2	$25M	+1557%	189k	133.25	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.1	$24M	+16%	81k	300.45	View chart
Vaneck Etf Trust Clo Etf (CLOI)	2.1	$24M	+5%	458k	52.95	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	1.7	$19M	+1498%	123k	155.59	View chart
Vanguard World Inf Tech Etf (VGT)	1.4	$17M	+703%	140k	119.52	View chart
Micron Technology (MU)	1.4	$17M	-4%	15k	1154.26	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.3	$15M	+2%	474k	31.71	View chart
NVIDIA Corporation (NVDA)	1.2	$15M	-11%	72k	200.09	View chart
Microsoft Corporation (MSFT)	1.1	$12M	+3%	33k	373.02	View chart
Amazon (AMZN)	0.9	$10M	-6%	43k	238.34	View chart
Roundhill Etf Trust Memory Etf	0.8	$9.7M	NEW	132k	73.85	View chart
Zacks Trust Earngs Constant (ZECP)	0.8	$8.8M		234k	37.74	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.7	$8.5M		123k	69.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$8.4M	-4%	12k	686.81	View chart
Eli Lilly & Co. (LLY)	0.7	$8.1M	-2%	6.7k	1199.36	View chart
JPMorgan Chase & Co. (JPM)	0.6	$7.1M	-3%	22k	327.33	View chart
Johnson & Johnson (JNJ)	0.6	$6.8M	-8%	27k	253.97	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.6	$6.6M	+169%	61k	107.82	View chart
Abbvie (ABBV)	0.5	$6.2M	-8%	25k	251.64	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$6.0M		12k	500.38	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$6.0M	-11%	17k	357.38	View chart
Graniteshares Etf Tr 2x Long Nvda Etf (NVDL)	0.5	$5.7M	+192%	192k	29.81	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$5.4M	-11%	56k	96.58	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$5.3M		14k	368.38	View chart
Goldman Sachs (GS)	0.5	$5.3M	-10%	5.2k	1011.46	View chart
Costco Wholesale Corporation (COST)	0.4	$5.2M	+5%	5.6k	935.55	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.4	$5.0M	-86%	222k	22.37	View chart
Direxion Shares Etf Trust Da Te Bu 3x Etf (TECL)	0.4	$4.9M	+6%	21k	230.76	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$4.7M	+5%	47k	98.98	View chart
Us Bancorp Com New (USB)	0.4	$4.6M		77k	60.40	View chart
Zacks Trust Quality Intl Etf (QUIZ)	0.4	$4.6M		158k	29.22	View chart
Dutch Bros Cl A (BROS)	0.4	$4.3M		60k	71.81	View chart
United Rentals (URI)	0.4	$4.2M	-14%	3.7k	1132.75	View chart
Marvell Technology (MRVL)	0.4	$4.1M	+190%	14k	297.90	View chart
Emerson Electric (EMR)	0.4	$4.1M	-4%	29k	143.15	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$3.9M	-3%	16k	242.43	View chart
Advanced Micro Devices (AMD)	0.3	$3.8M	+192%	6.5k	580.95	View chart
3M Company (MMM)	0.3	$3.7M	-6%	23k	161.91	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$3.7M	-3%	47k	77.11	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$3.5M	-9%	10k	353.34	View chart
Merck & Co (MRK)	0.3	$3.5M	-4%	27k	128.50	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$3.5M		4.6k	748.86	View chart
Tidal Trust Iii Mrp Synthequity (SNTH)	0.3	$3.2M	-8%	107k	29.73	View chart
Western Digital (WDC)	0.3	$2.9M	+63%	4.6k	638.69	View chart
Chevron Corporation (CVX)	0.2	$2.7M	-49%	17k	165.76	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$2.6M		11k	227.07	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$2.6M	+4%	51k	50.49	View chart
Tidal Trust I Fund Gran Us Etf (GRNY)	0.2	$2.6M	+2%	93k	27.65	View chart
Intel Corporation (INTC)	0.2	$2.5M	+103%	18k	139.63	View chart
Verizon Communications (VZ)	0.2	$2.5M		60k	42.34	View chart
Alaska Air (ALK)	0.2	$2.5M	+2%	48k	52.20	View chart
Tesla Motors (TSLA)	0.2	$2.5M	-4%	6.0k	420.58	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.2	$2.5M		50k	49.89	View chart
Vaneck Etf Trust Morn Smid Mo Etf (SMOT)	0.2	$2.5M	+3%	63k	38.86	View chart
Lam Research Corp Com New (LRCX)	0.2	$2.5M	-39%	5.7k	433.30	View chart
Bank Montreal Medium Cal Lkd 45 (FNGU)	0.2	$2.3M	-4%	91k	25.71	View chart
Uscf Etf Tr Summerhaven K1 (SDCI)	0.2	$2.3M	+5%	89k	26.44	View chart
Palo Alto Networks (PANW)	0.2	$2.2M		6.6k	341.02	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$2.2M	-6%	15k	148.31	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.2	$2.2M		26k	85.66	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.2	$2.2M	-19%	47k	46.93	View chart
Fortinet (FTNT)	0.2	$2.1M	-4%	14k	153.62	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$2.1M	+9%	46k	46.81	View chart
Caterpillar (CAT)	0.2	$2.1M	-5%	2.0k	1065.11	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$2.1M	-3%	2.8k	736.45	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$2.1M	-42%	30k	68.41	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.2	$2.0M	-2%	18k	109.28	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$2.0M		23k	85.49	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$1.9M	NEW	10k	190.51	View chart
Direxion Shares Etf Trust Dly Aapl Bull 2x (AAPU)	0.2	$1.9M		54k	34.87	View chart
International Business Machines (IBM)	0.2	$1.9M		6.7k	281.21	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.8M	-40%	22k	82.84	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.2	$1.8M	-5%	12k	152.18	View chart
Direxion Shares Etf Trust Dly Amzn Bull 2x (AMZU)	0.2	$1.8M		54k	33.22	View chart
Wells Fargo & Company (WFC)	0.2	$1.8M		22k	82.64	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.2	$1.8M	+7%	41k	43.30	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$1.8M	+15%	7.2k	243.00	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.7M		8.0k	217.92	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.1	$1.7M	+3%	52k	33.46	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$1.7M	+4%	41k	41.63	View chart
Morgan Stanley Com New (MS)	0.1	$1.7M		8.2k	209.05	View chart
Direxion Shares Etf Trust Dly Googl Bul 2x (GGLL)	0.1	$1.7M		15k	113.70	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.6M	+3%	28k	58.20	View chart
Applied Materials (AMAT)	0.1	$1.6M	-56%	2.3k	722.88	View chart
Karman Hldgs Common Stock (KRMN)	0.1	$1.6M	-8%	32k	49.92	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.1	$1.6M	+57%	64k	25.39	View chart
Pfizer (PFE)	0.1	$1.6M	+3%	67k	24.08	View chart
UnitedHealth (UNH)	0.1	$1.6M		3.7k	415.58	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.1	$1.6M	+51%	61k	25.42	View chart
Boeing Company (BA)	0.1	$1.5M		7.1k	216.47	View chart
Cisco Systems (CSCO)	0.1	$1.5M	-11%	13k	117.46	View chart
Ishares Msci Eurzone Etf (EZU)	0.1	$1.5M	+4%	22k	69.50	View chart
Meta Platforms Cl A (META)	0.1	$1.5M	-6%	2.7k	563.23	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$1.5M		18k	81.00	View chart
Direxion Shares Etf Trust Dai Sem Bul Etf (SOXL)	0.1	$1.5M	+29%	5.5k	266.69	View chart
Visa Com Cl A (V)	0.1	$1.4M		4.2k	343.09	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.1	$1.4M	+78%	56k	25.58	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.4M	-13%	7.5k	189.74	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.1	$1.4M	+4%	27k	52.00	View chart
Spdr Index Shs Fds St Str Eu 50 Etf (FEZ)	0.1	$1.4M		21k	68.68	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.4M	-86%	10k	137.53	View chart
Key (KEY)	0.1	$1.4M		60k	23.05	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$1.3M	-13%	16k	82.11	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$1.3M		36k	36.26	View chart
Ishares Tr Ibonds Dec 2030 (IBMS)	0.1	$1.3M	+76%	49k	25.87	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.3M	+428%	15k	86.14	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$1.2M	NEW	7.1k	170.85	View chart
Broadcom (AVGO)	0.1	$1.2M		3.2k	377.80	View chart
Philip Morris International (PM)	0.1	$1.1M		6.3k	180.91	View chart
Direxion Shares Etf Trust Dly Mu Bull 2x (MUU)	0.1	$1.1M	NEW	1.1k	1049.05	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$1.1M		10k	106.31	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.1M	+3%	14k	79.03	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.1M	-25%	35k	30.49	View chart
Procter & Gamble Company (PG)	0.1	$1.0M		6.9k	146.65	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$1.0M		22k	45.52	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.0M	+300%	8.1k	124.17	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$996k	NEW	2.8k	354.60	View chart
Graniteshares Etf Tr 2x Long Meta Etf (FBL)	0.1	$899k		43k	20.92	View chart
salesforce (CRM)	0.1	$896k	-4%	5.7k	156.66	View chart
Pepsi (PEP)	0.1	$887k	-5%	6.5k	135.41	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.1	$866k	+7%	8.9k	97.60	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$857k	-39%	17k	51.05	View chart
Bank of America Corporation (BAC)	0.1	$844k		15k	56.98	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$809k	-5%	16k	50.57	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$799k	NEW	827.00	965.50	View chart
Direxion Shares Etf Trust Dai Ene Bul Etf (ERX)	0.1	$786k	-15%	10k	76.21	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$779k	+51%	4.1k	188.08	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$752k		9.3k	80.82	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.1	$749k	+28%	19k	39.67	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$749k		1.00	748850.00	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$747k	-9%	978.00	763.47	View chart
Direxion Shares Etf Trust Dly Msft Bull 2x (MSFU)	0.1	$736k	-12%	33k	22.09	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$733k	+51%	6.7k	110.15	View chart
Direxion Shares Etf Trust Daily Aerospace (DFEN)	0.1	$731k	-3%	9.2k	79.90	View chart
Sandisk Corp (SNDK)	0.1	$723k	NEW	318.00	2273.56	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$705k		22k	31.86	View chart
Zacks Trust Focus Growth Etf (GROZ)	0.1	$697k		22k	31.78	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$689k		1.7k	409.50	View chart
Nike CL B (NKE)	0.1	$688k		17k	41.05	View chart
Barclays Bank Ipath S&p 500 Sh (VXX)	0.1	$678k	-96%	31k	22.09	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$652k		8.6k	75.79	View chart
Wal-Mart Stores (WMT)	0.1	$633k		5.6k	113.25	View chart
Starbucks Corporation (SBUX)	0.1	$613k		6.0k	102.19	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$584k	+309%	7.2k	80.57	View chart
Direxion Shares Etf Trust Dly Tsla Bull 2x (TSLL)	0.1	$584k		41k	14.16	View chart
Northwest Natural Holdin (NWN)	0.0	$576k		12k	49.06	View chart
Airbnb Com Cl A (ABNB)	0.0	$565k		3.9k	143.10	View chart
Netflix (NFLX)	0.0	$562k	-5%	7.9k	71.40	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.0	$562k		6.2k	90.47	View chart
Bristol Myers Squibb (BMY)	0.0	$561k	-3%	9.7k	57.62	View chart
Ge Aerospace Com New (GE)	0.0	$547k	+2%	1.5k	373.68	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$542k		4.6k	117.67	View chart
Home Depot (HD)	0.0	$531k	-2%	1.5k	352.67	View chart
Ishares Tr Core 30 70 Etf (AOK)	0.0	$525k		13k	41.48	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$522k		4.8k	109.43	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$522k		5.3k	98.19	View chart
Ge Vernova (GEV)	0.0	$514k	+4%	438.00	1174.42	View chart
Altria (MO)	0.0	$507k		7.0k	71.95	View chart
RBB Motley Fol Etf (TMFC)	0.0	$504k		6.6k	76.16	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$501k	+42%	11k	46.15	View chart
McDonald's Corporation (MCD)	0.0	$500k		1.9k	270.30	View chart
Louisiana-Pacific Corporation (LPX)	0.0	$493k		6.3k	78.67	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$487k		4.5k	109.08	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$478k	+27%	6.2k	76.55	View chart
Qualcomm (QCOM)	0.0	$471k		2.5k	184.81	View chart
Abbott Laboratories (ABT)	0.0	$467k		5.1k	90.73	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$464k		8.2k	56.59	View chart
Kroger (KR)	0.0	$458k	-6%	8.2k	55.53	View chart
Ford Motor Company (F)	0.0	$457k		33k	13.90	View chart
Kimberly-Clark Corporation (KMB)	0.0	$446k		4.1k	109.76	View chart
Sherwin-Williams Company (SHW)	0.0	$446k		1.3k	344.35	View chart
Duke Energy Corp Com New (DUK)	0.0	$446k		3.5k	126.60	View chart
Keysight Technologies (KEYS)	0.0	$437k		1.2k	350.07	View chart
Mastercard Incorporated Cl A (MA)	0.0	$430k		836.00	513.72	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.0	$418k		9.3k	44.99	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$418k		4.0k	103.88	View chart
Texas Instruments Incorporated (TXN)	0.0	$418k	+3%	1.4k	298.07	View chart
At&t (T)	0.0	$416k		20k	20.70	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$414k		1.4k	290.72	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$405k		23k	17.88	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.0	$403k		2.1k	195.39	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$398k		2.5k	158.04	View chart
Citigroup Com New (C)	0.0	$397k	-3%	2.8k	139.97	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.0	$396k		4.3k	91.63	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$395k	-8%	827.00	477.41	View chart
Deere & Company (DE)	0.0	$395k		622.00	634.33	View chart
Columbia Banking System (COLB)	0.0	$385k	-19%	12k	32.05	View chart
Palantir Technologies Cl A (PLTR)	0.0	$380k		3.3k	116.67	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$379k		4.1k	93.38	View chart
Linde SHS (LIN)	0.0	$368k	+2%	709.00	518.95	View chart
Coca-Cola Company (KO)	0.0	$364k		4.5k	81.26	View chart
Mccormick & Co Com Non Vtg (MKC)	0.0	$352k	NEW	7.0k	50.42	View chart
Ishares Msci Gbl Gold Mn (RING)	0.0	$352k	-24%	5.4k	64.60	View chart
Ats (ATS)	0.0	$348k		12k	28.78	View chart
Iron Mountain (IRM)	0.0	$344k		2.7k	126.31	View chart
Agilent Technologies Inc C ommon (A)	0.0	$334k		2.5k	132.85	View chart
Semtech Corporation (SMTC)	0.0	$324k	NEW	2.0k	161.85	View chart
Trane Technologies SHS (TT)	0.0	$318k		648.00	491.22	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$317k		3.3k	96.45	View chart
Weyerhaeuser Com New (WY)	0.0	$315k		13k	23.94	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.0	$312k	+2%	10k	30.37	View chart
Walt Disney Company (DIS)	0.0	$312k		3.2k	96.25	View chart
Intuitive Surgical Com New (ISRG)	0.0	$309k		776.00	397.68	View chart
Tower Semiconductor Shs New (TSEM)	0.0	$306k		1.2k	260.64	View chart
Lowe's Companies (LOW)	0.0	$304k		1.4k	220.51	View chart
Paypal Holdings (PYPL)	0.0	$303k		7.0k	43.18	View chart
California Water Service (CWT)	0.0	$302k		6.2k	48.65	View chart
Teledyne Technologies Incorporated (TDY)	0.0	$301k	-5%	452.00	666.84	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$299k		3.1k	95.98	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$299k		985.00	303.12	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.0	$298k	+3%	3.2k	91.64	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.0	$297k		3.3k	90.79	View chart
Hewlett Packard Enterprise (HPE)	0.0	$296k	NEW	6.6k	45.11	View chart
Amgen (AMGN)	0.0	$292k		808.00	361.93	View chart
Direxion Shares Etf Trust Dly Pltr Bull 2x (PLTU)	0.0	$291k	-4%	12k	25.20	View chart
Western Union Company (WU)	0.0	$289k	NEW	38k	7.70	View chart
Oracle Corporation (ORCL)	0.0	$288k	-2%	2.0k	146.53	View chart
Garmin SHS (GRMN)	0.0	$287k	+3%	1.2k	237.56	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$283k	-6%	1.2k	242.40	View chart
Valero Energy Corporation (VLO)	0.0	$271k	-2%	1.0k	260.43	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$266k		2.9k	90.61	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$264k	NEW	12k	22.78	View chart
MetLife (MET)	0.0	$264k		3.1k	84.62	View chart
Aon Shs Cl A (AON)	0.0	$264k	+2%	794.00	331.87	View chart
Zscaler Incorporated (ZS)	0.0	$258k	-3%	1.8k	141.17	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$254k		6.1k	41.43	View chart
Constellation Energy (CEG)	0.0	$251k	+20%	1.0k	248.27	View chart
Kinder Morgan (KMI)	0.0	$247k	+3%	7.7k	31.97	View chart
Direxion Shares Etf Trust Dail Ai Bull Etf (AIBU)	0.0	$247k	NEW	3.9k	63.44	View chart
Gilead Sciences (GILD)	0.0	$243k		1.9k	126.34	View chart
Charles Schwab Corporation (SCHW)	0.0	$243k		2.6k	92.27	View chart
Stryker Corporation (SYK)	0.0	$238k		756.00	314.89	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$237k	-35%	8.1k	29.43	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$234k		15k	15.88	View chart
Corning Incorporated (GLW)	0.0	$232k	-57%	906.00	255.48	View chart
AutoZone (AZO)	0.0	$230k		72.00	3195.94	View chart
Graniteshares Etf Tr 2x Long Tsla Etf (TSLR)	0.0	$230k	NEW	9.4k	24.34	View chart
American Electric Power Company (AEP)	0.0	$228k		1.7k	136.81	View chart
Public Storage (PSA)	0.0	$227k	NEW	712.00	318.32	View chart
Honeywell International (HON)	0.0	$226k	NEW	1.0k	223.92	View chart
Honeywell Aerospace (HONA)	0.0	$222k	NEW	1.0k	221.08	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$220k	NEW	1.5k	147.77	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$219k	NEW	639.00	342.62	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.0	$217k	NEW	291.00	745.81	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$217k	-39%	987.00	219.49	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.0	$216k	NEW	2.3k	93.23	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$215k	-7%	581.00	370.18	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$213k	NEW	2.6k	81.05	View chart
Ishares Tr Us Industrials (IYJ)	0.0	$212k	NEW	1.3k	166.63	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$210k	-37%	424.00	496.32	View chart
Expeditors International of Washington (EXPD)	0.0	$208k	NEW	1.3k	163.04	View chart
Proshares Tr Ii Ulsht Bloomb Oil	0.0	$207k	NEW	5.9k	35.02	View chart
Direxion Shares Etf Trust Dly Nvda Bull 2x (NVDU)	0.0	$206k	NEW	1.7k	118.53	View chart
Kla Corp Com New (KLAC)	0.0	$201k	NEW	666.00	301.71	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$201k	NEW	1.3k	156.30	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$200k	NEW	583.00	343.65	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$194k		10k	19.12	View chart
Kenvue (KVUE)	0.0	$192k		10k	19.11	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.0	$162k	+30%	16k	10.03	View chart
Grayscale Ethereum Staking E SHS (ETHE)	0.0	$142k		11k	12.76	View chart
Graniteshares Etf Tr 2x Long Pltr (PTIR)	0.0	$122k	+15%	13k	9.38	View chart
DNP Select Income Fund (DNP)	0.0	$115k		11k	10.79	View chart
Tidal Trust Ii Defia 2x Amd Etf (DAMD)	0.0	$71k	NEW	50k	1.41	View chart
Aurora Cannabis (ACB)	0.0	$52k	+57%	19k	2.79	View chart
Lithium Amers Corp Com Shs (LAC)	0.0	$42k		11k	3.85	View chart
Nanoviricides (NNVC)	0.0	$14k		10k	1.38	View chart
Blackstone Mortgage Trust In Note 5.500% 3/1	0.0	$13k		13k	0.99	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 2026 Q2 filed July 23, 2026
TRUE Private Wealth Advisors 2026 Q1 filed May 15, 2026
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

View all past filings

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