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, IBTJ, IBIE, RSP, and represent 24.08% of TRUE Private Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VXX (+$31M), IXUS (+$27M), IAU (+$15M), AGG, CLOI, EWJ, SMIZ, KRMN, EEM, IEUR.
- Started 28 new stock positions in AGG, RAAX, KVUE, WDC, AEP, EWJ, COP, PTIR, AIRR, GLW.
- Reduced shares in these 10 stocks: COMT (-$23M), IBTH (-$6.1M), , IVW, IBIE, IYW, QQQ, IBIG, PEP, ARKF.
- Sold out of its positions in ARKF, ARKB, CMCSA, NVDU, ONEQ, RDVY, TSLR, BTC, QQQM, IYW.
- TRUE Private Wealth Advisors was a net buyer of stock by $47M.
- TRUE Private Wealth Advisors has $1.0B in assets under management (AUM), dropping by 5.11%.
- Central Index Key (CIK): 0001667074
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Portfolio Holdings for TRUE Private Wealth Advisors
TRUE Private Wealth Advisors holds 266 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Msci Total (IXUS) | 8.4 | $89M | +43% | 1.0M | 86.64 |
|
| Ishares Msci Emrg Chn (EMXC) | 4.5 | $47M | 596k | 78.66 |
|
|
| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 3.8 | $40M | -5% | 1.8M | 21.84 |
|
| Ishares Tr Ibonds Oct 2028 (IBIE) | 3.7 | $39M | -9% | 1.5M | 26.24 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 3.7 | $39M | 201k | 191.92 |
|
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| Ishares Tr Core Msci Euro (IEUR) | 3.7 | $39M | +7% | 548k | 70.27 |
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| Ishares Tr Ibonds Dec 2031 (IBTL) | 3.6 | $38M | -4% | 1.9M | 20.40 |
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 3.6 | $38M | -13% | 1.7M | 22.43 |
|
| First Tr Exchange-traded SHS (FDL) | 3.6 | $38M | 738k | 50.80 |
|
|
| Ishares Tr Ibonds Oct 2030 (IBIG) | 3.5 | $37M | -7% | 1.4M | 26.26 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 3.0 | $32M | 224k | 142.43 |
|
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| Barclays Bank Ipath S&p 500 Sh (VXX) | 2.9 | $31M | NEW | 865k | 35.70 |
|
| Apple (AAPL) | 2.4 | $25M | -5% | 100k | 253.79 |
|
| Zacks Trust Small/mid Cap (SMIZ) | 2.4 | $25M | +13% | 672k | 37.07 |
|
| Vaneck Etf Trust Clo Etf (CLOI) | 2.2 | $23M | +21% | 434k | 52.70 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 2.1 | $22M | +4% | 67k | 328.66 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 1.9 | $20M | +8% | 383k | 52.64 |
|
| Ishares Gold Tr Ishares New (IAU) | 1.7 | $18M | +457% | 206k | 88.16 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.6 | $17M | +8% | 70k | 248.00 |
|
| NVIDIA Corporation (NVDA) | 1.4 | $14M | +20% | 82k | 174.40 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.4 | $14M | 462k | 30.68 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 1.2 | $12M | -10% | 17k | 697.74 |
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| Microsoft Corporation (MSFT) | 1.1 | $12M | 32k | 370.17 |
|
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| Amazon (AMZN) | 0.9 | $9.5M | 46k | 208.27 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.8 | $8.6M | -31% | 76k | 113.11 |
|
| Ishares Tr Core 60/40 Balan (AOR) | 0.8 | $7.9M | 123k | 64.35 |
|
|
| Zacks Trust Earngs Constant (ZECP) | 0.7 | $7.8M | -8% | 231k | 33.83 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $7.7M | +8% | 13k | 597.57 |
|
| Johnson & Johnson (JNJ) | 0.7 | $7.2M | -8% | 29k | 244.45 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $6.8M | 40k | 169.66 |
|
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| Chevron Corporation (CVX) | 0.6 | $6.8M | -2% | 33k | 206.90 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $6.6M | 22k | 294.16 |
|
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| Eli Lilly & Co. (LLY) | 0.6 | $6.3M | -3% | 6.9k | 919.84 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $6.0M | -17% | 14k | 430.29 |
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| Abbvie (ABBV) | 0.6 | $5.9M | 27k | 217.49 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $5.9M | 12k | 479.23 |
|
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| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $5.7M | +54% | 63k | 90.53 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $5.4M | -2% | 19k | 287.57 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $5.3M | +3% | 5.3k | 996.55 |
|
| Micron Technology (MU) | 0.5 | $5.1M | -20% | 15k | 337.84 |
|
| Goldman Sachs (GS) | 0.5 | $4.9M | -3% | 5.8k | 846.08 |
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| Graniteshares Etf Tr 2x Long Nvda Dai (NVDL) | 0.5 | $4.8M | 66k | 72.57 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $4.4M | NEW | 45k | 99.27 |
|
| Zacks Trust Quality Internat (QUIZ) | 0.4 | $4.2M | +7% | 156k | 26.96 |
|
| Us Bancorp Com New (USB) | 0.4 | $4.0M | 77k | 52.01 |
|
|
| Emerson Electric (EMR) | 0.4 | $3.9M | 30k | 131.02 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $3.6M | -7% | 17k | 213.68 |
|
| 3M Company (MMM) | 0.3 | $3.5M | 24k | 145.23 |
|
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| Ishares Msci Japan Etf (EWJ) | 0.3 | $3.5M | NEW | 42k | 84.44 |
|
| Merck & Co (MRK) | 0.3 | $3.4M | +294% | 28k | 120.29 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $3.3M | -5% | 49k | 67.53 |
|
| United Rentals (URI) | 0.3 | $3.2M | 4.4k | 728.59 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $3.1M | -17% | 11k | 286.86 |
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| Tidal Trust Iii Mrp Synthequity (SNTH) | 0.3 | $3.1M | +121% | 117k | 26.24 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $3.1M | 4.7k | 653.29 |
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| Dutch Bros Cl A (BROS) | 0.3 | $3.0M | 60k | 50.66 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $3.0M | +1178% | 52k | 56.79 |
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| Verizon Communications (VZ) | 0.3 | $3.0M | 59k | 50.20 |
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| Karman Hldgs Common Stock (KRMN) | 0.3 | $2.8M | NEW | 35k | 80.05 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $2.6M | +11% | 37k | 69.75 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.2 | $2.5M | +38% | 59k | 42.50 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $2.5M | 49k | 50.37 |
|
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $2.5M | 12k | 211.16 |
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| Ishares Tr Core 40/60 Moder (AOM) | 0.2 | $2.3M | 50k | 47.37 |
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| Tesla Motors (TSLA) | 0.2 | $2.3M | -4% | 6.3k | 371.80 |
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| Uscf Etf Tr Summerhaven K1 (SDCI) | 0.2 | $2.3M | NEW | 84k | 27.24 |
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| Tidal Trust I Fundstrat Granny (GRNY) | 0.2 | $2.2M | +331% | 91k | 23.87 |
|
| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.2 | $2.2M | +8% | 61k | 35.19 |
|
| Spdr Series Trust State Street Spd (CWB) | 0.2 | $2.1M | -18% | 23k | 91.52 |
|
| Ishares Tr Agency Bond Etf (AGZ) | 0.2 | $2.0M | -10% | 19k | 109.71 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $2.0M | -6% | 16k | 124.32 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $2.0M | +81% | 9.4k | 213.68 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.2 | $2.0M | 42k | 46.95 |
|
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| Spdr Series Trust State Street Spd (SDY) | 0.2 | $1.9M | -17% | 13k | 145.94 |
|
| Pfizer (PFE) | 0.2 | $1.8M | -4% | 65k | 28.08 |
|
| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.2 | $1.8M | NEW | 27k | 68.43 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $1.8M | +241% | 23k | 77.11 |
|
| Applied Materials (AMAT) | 0.2 | $1.8M | +280% | 5.2k | 341.82 |
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| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.2 | $1.8M | +2% | 38k | 46.24 |
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| Wells Fargo & Company (WFC) | 0.2 | $1.7M | 22k | 79.61 |
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| Alaska Air (ALK) | 0.2 | $1.7M | +290% | 47k | 36.78 |
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| Direxion Shares Etf Trust Daily Technology (TECL) | 0.2 | $1.7M | +7% | 20k | 86.55 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.7M | 8.7k | 192.91 |
|
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.7M | -64% | 2.9k | 577.25 |
|
| Pacer Fds Tr Developed Mrkt (ICOW) | 0.2 | $1.7M | +4% | 39k | 42.44 |
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| Spdr Series Trust State Street Spd (SPIB) | 0.2 | $1.7M | 50k | 33.54 |
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| International Business Machines (IBM) | 0.2 | $1.6M | -2% | 6.7k | 242.41 |
|
| Meta Platforms Cl A (META) | 0.2 | $1.6M | -7% | 2.8k | 572.25 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $1.6M | +119% | 27k | 58.54 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.6M | +18% | 8.1k | 196.22 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $1.5M | -3% | 19k | 82.57 |
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| Direxion Shares Etf Trust Dly Aapl Bull 2x (AAPU) | 0.1 | $1.5M | 54k | 28.06 |
|
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| Bank Montreal Medium Cal Lkd 45 (FNGU) | 0.1 | $1.5M | +11% | 95k | 15.63 |
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| Caterpillar (CAT) | 0.1 | $1.5M | -5% | 2.1k | 708.61 |
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| Direxion Shares Etf Trust Dly Amzn Bull 2x (AMZU) | 0.1 | $1.5M | +2% | 54k | 26.86 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $1.4M | -15% | 47k | 30.32 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $1.4M | -19% | 28k | 50.95 |
|
| Boeing Company (BA) | 0.1 | $1.4M | +7% | 7.0k | 199.06 |
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| Ssga Active Etf Tr State Street Ult (ULST) | 0.1 | $1.4M | NEW | 34k | 40.50 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.4M | +8% | 6.3k | 217.26 |
|
| Morgan Stanley Com New (MS) | 0.1 | $1.3M | -13% | 8.1k | 164.58 |
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| Ishares Msci Eurzone Etf (EZU) | 0.1 | $1.3M | -15% | 21k | 62.64 |
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| Visa Com Cl A (V) | 0.1 | $1.3M | 4.2k | 302.26 |
|
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| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.1 | $1.3M | NEW | 11k | 110.79 |
|
| Spdr Index Shs Fds State Street Spd (FEZ) | 0.1 | $1.3M | +21% | 20k | 62.08 |
|
| Direxion Shares Etf Trust Daily Energy Bul (ERX) | 0.1 | $1.3M | +9% | 12k | 103.01 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.2M | +58% | 2.8k | 436.79 |
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| Key (KEY) | 0.1 | $1.2M | 60k | 20.05 |
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| Fortinet (FTNT) | 0.1 | $1.2M | 15k | 81.72 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $1.2M | 22k | 52.76 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $1.2M | NEW | 35k | 32.95 |
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| Direxion Shares Etf Trust Dly Googl Bul 2x (GGLL) | 0.1 | $1.1M | +5% | 15k | 78.05 |
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| Cisco Systems (CSCO) | 0.1 | $1.1M | +3% | 15k | 77.59 |
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| Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.1 | $1.1M | NEW | 26k | 43.20 |
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| salesforce (CRM) | 0.1 | $1.1M | 6.0k | 186.68 |
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| Pepsi (PEP) | 0.1 | $1.1M | -70% | 7.0k | 155.31 |
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| Palo Alto Networks (PANW) | 0.1 | $1.1M | -5% | 6.6k | 160.32 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.1M | 13k | 79.27 |
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| Ishares Tr Ibonds Dec 27 (IBMP) | 0.1 | $1.0M | +10% | 40k | 25.44 |
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| Philip Morris International (PM) | 0.1 | $1.0M | 6.2k | 165.34 |
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| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.1 | $1.0M | +10% | 40k | 25.35 |
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| UnitedHealth (UNH) | 0.1 | $1.0M | +2% | 3.8k | 270.61 |
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| Procter & Gamble Company (PG) | 0.1 | $993k | -3% | 6.9k | 144.46 |
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| Graniteshares Etf Tr 2x Long Meta Dai (FBL) | 0.1 | $990k | 43k | 22.96 |
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| Broadcom (AVGO) | 0.1 | $983k | -3% | 3.2k | 309.59 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $959k | -2% | 10k | 93.74 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) | 0.1 | $892k | -13% | 7.7k | 115.96 |
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| Nike CL B (NKE) | 0.1 | $880k | 17k | 52.82 |
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| Direxion Shares Etf Trust Dly Msft Bull 2x (MSFU) | 0.1 | $877k | -5% | 38k | 23.01 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $859k | 2.0k | 426.40 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $857k | +49% | 17k | 50.61 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.1 | $818k | +4% | 22k | 36.81 |
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| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.1 | $800k | +14% | 31k | 25.53 |
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| Netflix (NFLX) | 0.1 | $799k | 8.3k | 96.15 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $771k | 19k | 41.68 |
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| Western Digital (WDC) | 0.1 | $764k | NEW | 2.8k | 270.55 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.1 | $727k | -19% | 8.2k | 88.49 |
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| Bank of America Corporation (BAC) | 0.1 | $722k | 15k | 48.75 |
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| Ishares Tr Ibonds Dec 2030 (IBMS) | 0.1 | $721k | 28k | 25.83 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $718k | 1.00 | 718140.00 |
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| Wal-Mart Stores (WMT) | 0.1 | $687k | +12% | 5.5k | 124.28 |
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| Kroger (KR) | 0.1 | $636k | -6% | 8.8k | 72.36 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $636k | -76% | 9.4k | 67.59 |
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| Northwest Natural Holdin (NWN) | 0.1 | $624k | 12k | 53.22 |
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| Bristol Myers Squibb (BMY) | 0.1 | $612k | 10k | 60.65 |
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| Direxion Shares Etf Trust Daily Aerospace (DFEN) | 0.1 | $598k | +3% | 9.5k | 63.11 |
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| Zacks Trust Focus Growth Etf (GROZ) | 0.1 | $597k | +4% | 22k | 27.57 |
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| Vaneck Etf Trust Real Assets Etf (RAAX) | 0.1 | $596k | NEW | 15k | 40.71 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $595k | +3% | 8.5k | 70.19 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $591k | 1.7k | 356.56 |
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| McDonald's Corporation (MCD) | 0.1 | $585k | 1.9k | 310.88 |
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| At&t (T) | 0.1 | $584k | +8% | 20k | 28.99 |
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| Ishares Msci Gbl Gold Mn (RING) | 0.1 | $569k | +19% | 7.2k | 78.99 |
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| Baker Hughes Company Cl A (BKR) | 0.1 | $545k | NEW | 8.9k | 61.06 |
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| Starbucks Corporation (SBUX) | 0.1 | $540k | 6.0k | 89.60 |
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| Direxion Shares Etf Trust Dly Pltr Bull 2x (PLTU) | 0.1 | $538k | -11% | 12k | 44.49 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $532k | -23% | 8.2k | 64.78 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $530k | 4.6k | 114.99 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $527k | 4.8k | 110.36 |
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| Abbott Laboratories (ABT) | 0.0 | $519k | -2% | 5.1k | 102.68 |
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $514k | 6.2k | 82.84 |
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| Home Depot (HD) | 0.0 | $508k | +18% | 1.5k | 329.09 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $508k | NEW | 1.8k | 287.19 |
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| Honeywell International (HON) | 0.0 | $506k | +18% | 2.2k | 226.11 |
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| Ishares Tr Core 30/70 Conse (AOK) | 0.0 | $505k | 13k | 39.89 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $501k | 5.3k | 94.25 |
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| Direxion Shares Etf Trust Dly Tsla Bull 2x (TSLL) | 0.0 | $500k | -6% | 41k | 12.15 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $498k | -4% | 3.9k | 126.28 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $486k | 4.5k | 108.99 |
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| Marvell Technology (MRVL) | 0.0 | $474k | 4.8k | 99.06 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $470k | 3.6k | 130.95 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $467k | -28% | 3.2k | 146.28 |
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| Altria (MO) | 0.0 | $463k | 7.0k | 65.99 |
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| Louisiana-Pacific Corporation (LPX) | 0.0 | $456k | 6.3k | 72.75 |
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| Advanced Micro Devices (AMD) | 0.0 | $450k | 2.2k | 203.48 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $448k | 4.4k | 102.26 |
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| RBB Motley Fol Etf (TMFC) | 0.0 | $434k | 6.6k | 65.98 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $425k | -7% | 2.7k | 155.14 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $422k | -8% | 1.1k | 390.53 |
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| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.0 | $420k | 9.3k | 45.18 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $419k | +2% | 838.00 | 499.75 |
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| Sherwin-Williams Company (SHW) | 0.0 | $414k | +2% | 1.3k | 320.55 |
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| Columbia Banking System (COLB) | 0.0 | $412k | +11% | 15k | 27.43 |
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| Ge Aerospace Com New (GE) | 0.0 | $404k | +6% | 1.4k | 283.92 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $397k | 22k | 17.75 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $396k | +2% | 4.1k | 96.48 |
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| Intel Corporation (INTC) | 0.0 | $394k | -14% | 8.9k | 44.13 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $391k | +3% | 3.1k | 125.46 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $391k | 4.0k | 97.13 |
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| Ford Motor Company (F) | 0.0 | $381k | +4% | 33k | 11.54 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $375k | -85% | 2.5k | 148.10 |
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| Ge Vernova (GEV) | 0.0 | $367k | +3% | 420.00 | 874.61 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $363k | +19% | 4.9k | 74.35 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $359k | 4.1k | 88.46 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $356k | +3% | 772.00 | 460.99 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $354k | 1.4k | 248.86 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 0.0 | $352k | -9% | 7.6k | 46.19 |
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| Keysight Technologies (KEYS) | 0.0 | $351k | 1.2k | 282.37 |
|
|
| Deere & Company (DE) | 0.0 | $350k | -10% | 621.00 | 563.30 |
|
| Linde SHS (LIN) | 0.0 | $345k | +8% | 695.00 | 495.76 |
|
| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.0 | $344k | +6% | 2.1k | 167.23 |
|
| Coca-Cola Company (KO) | 0.0 | $342k | -2% | 4.5k | 76.06 |
|
| Ats (ATS) | 0.0 | $341k | 12k | 28.20 |
|
|
| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.0 | $338k | -98% | 10k | 33.81 |
|
| Citigroup Com New (C) | 0.0 | $332k | -3% | 2.9k | 113.41 |
|
| Lowe's Companies (LOW) | 0.0 | $330k | -19% | 1.4k | 236.37 |
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.0 | $329k | 4.3k | 76.36 |
|
|
| Qualcomm (QCOM) | 0.0 | $323k | 2.5k | 128.79 |
|
|
| Weyerhaeuser Com New (WY) | 0.0 | $321k | 13k | 24.43 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $321k | 13k | 25.64 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $318k | +47% | 7.0k | 45.23 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $314k | -6% | 1.6k | 191.91 |
|
| Walt Disney Company (DIS) | 0.0 | $311k | -11% | 3.2k | 96.41 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $305k | -6% | 902.00 | 338.07 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $304k | 3.3k | 92.76 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $304k | 681.00 | 447.00 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $297k | -3% | 2.0k | 147.18 |
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $290k | +8% | 478.00 | 606.23 |
|
| Corning Incorporated (GLW) | 0.0 | $288k | NEW | 2.1k | 135.97 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.0 | $287k | 3.1k | 91.65 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $285k | 2.5k | 113.98 |
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|
| Amgen (AMGN) | 0.0 | $284k | +2% | 806.00 | 352.02 |
|
| California Water Service (CWT) | 0.0 | $281k | 6.2k | 45.34 |
|
|
| Iron Mountain (IRM) | 0.0 | $278k | -3% | 2.7k | 102.14 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $274k | 1.3k | 218.83 |
|
|
| Garmin SHS (GRMN) | 0.0 | $272k | -2% | 1.2k | 232.03 |
|
| Trane Technologies SHS (TT) | 0.0 | $271k | -2% | 651.00 | 416.79 |
|
| Gilead Sciences (GILD) | 0.0 | $271k | 1.9k | 139.41 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $265k | 6.2k | 42.56 |
|
|
| Zscaler Incorporated (ZS) | 0.0 | $265k | -2% | 1.9k | 140.31 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $264k | +5% | 1.4k | 194.14 |
|
| Valero Energy Corporation (VLO) | 0.0 | $264k | NEW | 1.1k | 247.17 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $262k | NEW | 1.0k | 261.94 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $259k | -3% | 15k | 17.32 |
|
| Spdr Series Trust State Street Spd (SPTM) | 0.0 | $258k | 3.3k | 79.06 |
|
|
| Kinder Morgan (KMI) | 0.0 | $251k | -7% | 7.5k | 33.53 |
|
| Aon Shs Cl A (AON) | 0.0 | $251k | +4% | 777.00 | 322.96 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $248k | 2.6k | 93.99 |
|
|
| AutoZone (AZO) | 0.0 | $247k | 73.00 | 3377.78 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $246k | 3.0k | 82.44 |
|
|
| Stryker Corporation (SYK) | 0.0 | $245k | -10% | 746.00 | 328.65 |
|
| Stagwell Com Cl A (STGW) | 0.0 | $243k | -18% | 39k | 6.29 |
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $235k | 2.9k | 80.07 |
|
|
| Constellation Energy (CEG) | 0.0 | $234k | 836.00 | 279.32 |
|
|
| ConocoPhillips (COP) | 0.0 | $233k | NEW | 1.8k | 132.07 |
|
| MetLife (MET) | 0.0 | $218k | 3.1k | 70.74 |
|
|
| American Electric Power Company (AEP) | 0.0 | $218k | NEW | 1.7k | 131.08 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.0 | $211k | NEW | 5.3k | 39.69 |
|
| Tower Semiconductor Shs New (TSEM) | 0.0 | $206k | NEW | 1.2k | 175.48 |
|
| Direxion Shares Etf Trust Daily Semiconduc (SOXL) | 0.0 | $204k | NEW | 4.3k | 47.91 |
|
| Mosaic (MOS) | 0.0 | $204k | -3% | 8.0k | 25.50 |
|
| Enterprise Products Partners (EPD) | 0.0 | $203k | NEW | 5.4k | 37.85 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $203k | -7% | 631.00 | 321.05 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $194k | NEW | 10k | 19.30 |
|
| Grayscale Ethereum Staking E SHS (ETHE) | 0.0 | $189k | 11k | 17.07 |
|
|
| Graniteshares Etf Tr 2x Long Pltr (PTIR) | 0.0 | $185k | NEW | 11k | 16.37 |
|
| Kenvue (KVUE) | 0.0 | $174k | NEW | 10k | 17.24 |
|
| Amplitude Com Cl A (AMPL) | 0.0 | $161k | 24k | 6.82 |
|
|
| Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $134k | NEW | 12k | 10.84 |
|
| DNP Select Income Fund (DNP) | 0.0 | $109k | 11k | 10.30 |
|
|
| Themes Etf Tr Leverage Shs 2x (CRMG) | 0.0 | $95k | NEW | 15k | 6.30 |
|
| Snap Cl A (SNAP) | 0.0 | $66k | -43% | 14k | 4.60 |
|
| Lithium Amers Corp Com Shs (LAC) | 0.0 | $43k | 11k | 3.95 |
|
|
| Aurora Cannabis (ACB) | 0.0 | $39k | 12k | 3.27 |
|
|
| Blackstone Mortgage Trust In Note 5.500% 3/1 | 0.0 | $13k | 13k | 0.99 |
|
|
| Nanoviricides (NNVC) | 0.0 | $9.1k | 10k | 0.91 |
|
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 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
- TRUE Private Wealth Advisors 2022 Q2 filed July 28, 2022