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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, IEUR, EWJ, SOXX, and represent 21.33% of TRUE Private Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VXX (+$23M), IYH (+$7.2M), XOM (+$5.5M), CLOI (+$5.2M), PANW, CIBR, CRWD, SNDK, IXUS, DELL.
Started 29 new stock positions in HPQ, WARP, DTCR, TEAM, PSX, VIVS, IBDT, OPEG, XOM, SNOW.
Reduced shares in these 10 stocks: Roundhill Memory Etf (-$7.7M), NVDL, WDC, MRVL, ROBO, TECL, , INTC, FNGU, AAPU.
Sold out of its positions in ARM, GLW, PLTU, NVDU, ET, ROBO, RDVY, PTIR, TSLR, ETHE. HONA, DVY, IYJ, MTUM, JMBS, KLAC, SCO, SPY, SDY, SHW, SYK, DAMD, WDC.
TRUE Private Wealth Advisors was a net buyer of stock by $33M.
TRUE Private Wealth Advisors has $1.2B in assets under management (AUM), dropping by 1.48%.
Central Index Key (CIK): 0001667074

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Portfolio Holdings for TRUE Private Wealth Advisors

TRUE Private Wealth Advisors holds 289 positions in its portfolio as reported in the September 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	$84M		879k	94.99	View chart
Ishares Msci Emrg Chn (EMXC)	4.2	$49M		498k	99.08	View chart
Ishares Tr Core Msci Euro (IEUR)	3.4	$40M		548k	73.70	View chart
Ishares Msci Japan Etf (EWJ)	3.3	$39M	+2%	402k	97.46	View chart
Ishares Tr Ishares Semicdtr (SOXX)	3.3	$39M		68k	568.65	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	3.1	$36M		1.7M	21.23	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.0	$36M		172k	208.02	View chart
Ishares Tr Ibonds Oct 2028 (IBIE)	2.9	$34M	+2%	1.3M	25.66	View chart
Ishares Tr Ibonds Oct 2030 (IBIG)	2.9	$34M	+2%	1.3M	25.17	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	2.9	$34M	+2%	1.7M	19.47	View chart
Zacks Trust Small/mid Cap (SMIZ)	2.7	$32M		785k	40.93	View chart
Apple (AAPL)	2.7	$32M		96k	333.02	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	2.7	$32M		192k	166.28	View chart
First Tr Exchange-traded SHS (FDL)	2.7	$31M		639k	49.11	View chart
Ishares Gold Tr Ishares New (IAU)	2.6	$31M		395k	78.10	View chart
Vaneck Etf Trust Clo Etf (CLOI)	2.5	$30M	+21%	556k	52.97	View chart
Alps Etf Tr Alerian Mlp (AMLP)	2.5	$29M		565k	51.87	View chart
Barclays Bank Ipath S&p 500 Sh (VXX)	2.0	$24M	+4314%	1.4M	17.61	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.0	$23M		83k	277.89	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	1.8	$21M	+6%	201k	103.24	View chart
Vanguard World Inf Tech Etf (VGT)	1.6	$18M	+4%	146k	125.67	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	1.5	$18M	-3%	118k	150.73	View chart
Microsoft Corporation (MSFT)	1.4	$17M		33k	512.90	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.4	$16M	+6%	503k	32.53	View chart
NVIDIA Corporation (NVDA)	1.4	$16M	-3%	70k	228.38	View chart
Micron Technology (MU)	1.2	$14M	-7%	13k	1065.17	View chart
Amazon (AMZN)	0.9	$11M		42k	249.15	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.8	$9.6M	+14%	140k	68.52	View chart
Zacks Trust Earngs Constant (ZECP)	0.8	$9.0M	+3%	241k	37.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$8.5M		12k	700.90	View chart
Eli Lilly & Co. (LLY)	0.7	$7.8M		6.8k	1157.22	View chart
JPMorgan Chase & Co. (JPM)	0.6	$7.2M		22k	330.84	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.6	$7.2M	NEW	100k	71.56	View chart
Johnson & Johnson (JNJ)	0.6	$7.1M		27k	264.74	View chart
Abbvie (ABBV)	0.6	$6.5M		25k	261.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$6.0M		12k	497.98	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.5	$5.8M	-7%	57k	101.18	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$5.7M	+5%	15k	380.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$5.7M		17k	344.09	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.5	$5.5M	NEW	34k	162.75	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$5.5M		56k	96.88	View chart
Palo Alto Networks (PANW)	0.4	$5.1M	+96%	13k	397.31	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.4	$4.9M		221k	22.32	View chart
Costco Wholesale Corporation (COST)	0.4	$4.9M	-3%	5.4k	910.44	View chart
Goldman Sachs (GS)	0.4	$4.7M		5.2k	900.50	View chart
Emerson Electric (EMR)	0.4	$4.5M		29k	155.10	View chart
Zacks Trust Quality Intl Etf (QUIZ)	0.4	$4.4M	-2%	154k	28.72	View chart
Us Bancorp Com New (USB)	0.4	$4.4M		76k	57.76	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$4.2M	-6%	45k	94.54	View chart
Advanced Micro Devices (AMD)	0.3	$4.0M		6.5k	611.81	View chart
Merck & Co (MRK)	0.3	$3.9M		27k	145.31	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$3.9M		16k	247.94	View chart
United Rentals (URI)	0.3	$3.8M		3.8k	1000.99	View chart
3M Company (MMM)	0.3	$3.8M		23k	164.15	View chart
Graniteshares Etf Tr 2x Long Nvda Etf (NVDL)	0.3	$3.6M	-49%	98k	36.71	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$3.6M		4.7k	765.99	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$3.4M		47k	71.95	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.3	$3.3M	+36%	68k	48.74	View chart
Tidal Trust Iii Mrp Synthequity (SNTH)	0.3	$3.3M	+4%	111k	29.50	View chart
Chevron Corporation (CVX)	0.3	$3.2M	-4%	16k	204.21	View chart
Uscf Etf Tr Summerhaven K1 (SDCI)	0.2	$2.9M	+6%	94k	31.20	View chart
Direxion Shares Etf Trust Da Te Bu 3x Etf (TECL)	0.2	$2.9M	-41%	12k	232.81	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$2.8M	-17%	8.2k	340.76	View chart
Tidal Trust I Fund Gran Us Etf (GRNY)	0.2	$2.8M	+6%	99k	27.83	View chart
Verizon Communications (VZ)	0.2	$2.7M		60k	45.87	View chart
Sandisk Corp (SNDK)	0.2	$2.7M	+387%	1.6k	1740.19	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$2.6M		51k	50.47	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$2.6M		11k	228.29	View chart
Vaneck Etf Trust Morn Smid Mo Etf (SMOT)	0.2	$2.5M	+6%	68k	37.48	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$2.4M	+830%	9.1k	264.76	View chart
Fortinet (FTNT)	0.2	$2.3M	-7%	13k	178.77	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.2	$2.3M	NEW	22k	103.09	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$2.2M	+5%	3.0k	739.93	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.2	$2.2M		47k	46.39	View chart
Dutch Bros Cl A (BROS)	0.2	$2.2M	-5%	57k	38.56	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$2.0M		15k	136.05	View chart
International Business Machines (IBM)	0.2	$2.0M	+36%	9.1k	219.93	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.2	$2.0M	+7%	44k	44.75	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$1.9M		23k	84.96	View chart
Pfizer (PFE)	0.2	$1.9M		68k	28.52	View chart
Meta Platforms Cl A (META)	0.2	$1.9M		2.7k	725.29	View chart
Bank Of Montreal Cal Lkd 45 (FNGU)	0.2	$1.9M	-39%	55k	34.55	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$1.9M	-6%	43k	44.41	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$1.9M	-5%	9.5k	195.76	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$1.9M	-7%	28k	66.79	View chart
Alaska Air (ALK)	0.2	$1.8M		48k	38.70	View chart
Tesla Motors (TSLA)	0.2	$1.8M	-13%	5.2k	354.86	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.2	$1.8M	-6%	17k	106.55	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.8M		22k	81.16	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.1	$1.7M		8.0k	216.10	View chart
Wells Fargo & Company (WFC)	0.1	$1.7M		22k	80.05	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.1	$1.7M		7.3k	231.04	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$1.7M	-4%	39k	42.06	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.1	$1.6M		51k	32.28	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$1.6M	+48%	11k	150.86	View chart
Caterpillar (CAT)	0.1	$1.6M		2.0k	811.14	View chart
Ishares Msci Eurzone Etf (EZU)	0.1	$1.6M	+8%	24k	67.33	View chart
Dell Technologies CL C (DELL)	0.1	$1.6M	NEW	2.9k	537.99	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.1	$1.6M		64k	24.73	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.6M	+6%	11k	142.27	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.1	$1.5M		61k	25.24	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.1	$1.5M	+8%	29k	51.10	View chart
Visa Com Cl A (V)	0.1	$1.5M		4.2k	359.34	View chart
Morgan Stanley Com New (MS)	0.1	$1.5M	-2%	8.0k	188.09	View chart
Spdr Index Shs Fds St Str Eu 50 Etf (FEZ)	0.1	$1.5M	+8%	22k	67.31	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.1	$1.4M		56k	25.14	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.4M		7.6k	185.66	View chart
Cisco Systems (CSCO)	0.1	$1.4M		13k	107.63	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$1.4M	-3%	21k	64.59	View chart
UnitedHealth (UNH)	0.1	$1.4M		3.7k	367.09	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.1	$1.3M		15k	90.11	View chart
Boeing Company (BA)	0.1	$1.3M		7.1k	186.08	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$1.3M	+70%	1.4k	922.74	View chart
salesforce (CRM)	0.1	$1.3M		5.7k	229.59	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$1.3M		36k	36.45	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.3M	-21%	22k	57.56	View chart
Direxion Shares Etf Trust Dly Aapl Bull 2x (AAPU)	0.1	$1.3M	-47%	29k	44.23	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$1.3M	-3%	16k	81.21	View chart
Philip Morris International (PM)	0.1	$1.2M	+3%	6.5k	190.83	View chart
Ishares Tr Ibonds Dec 2030 (IBMS)	0.1	$1.2M		49k	25.00	View chart
Marvell Technology (MRVL)	0.1	$1.2M	-66%	4.6k	264.23	View chart
Key (KEY)	0.1	$1.1M	-5%	57k	20.07	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.0M		14k	77.25	View chart
Karman Hldgs Common Stock (KRMN)	0.1	$1.0M		32k	32.42	View chart
Broadcom (AVGO)	0.1	$1.0M	-6%	3.0k	351.30	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.0M		35k	29.50	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.0M		8.1k	125.26	View chart
Zacks Trust Focus Growth Etf (GROZ)	0.1	$1.0M	+36%	30k	33.83	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$1.0M		22k	45.36	View chart
Procter & Gamble Company (PG)	0.1	$1.0M		6.9k	145.30	View chart
Wal-Mart Stores (WMT)	0.1	$968k	+66%	9.3k	103.92	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.1	$966k	+11%	9.9k	97.27	View chart
Lam Research Corp Com New (LRCX)	0.1	$940k	-49%	2.9k	328.55	View chart
Atlassian Corporation Cl A (TEAM)	0.1	$905k	NEW	5.0k	179.32	View chart
Bank of America Corporation (BAC)	0.1	$834k	+3%	15k	54.43	View chart
Pepsi (PEP)	0.1	$828k		6.5k	126.72	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$825k	-3%	16k	51.05	View chart
Direxion Shares Etf Trust Dly Amzn Bull 2x (AMZU)	0.1	$813k	-55%	24k	33.98	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.1	$809k	+7%	20k	39.83	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$794k	-29%	7.3k	108.71	View chart
Proshares Tr Ii Vix Sht Term Fut (VIXY)	0.1	$785k	NEW	46k	16.94	View chart
Direxion Shares Etf Trust Dly Googl Bul 2x (GGLL)	0.1	$774k	-46%	7.8k	99.42	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$766k	-5%	15k	50.37	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$747k		1.00	747005.00	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$747k	-47%	9.6k	78.04	View chart
Direxion Shares Etf Trust Dai Sem Bul Etf (SOXL)	0.1	$741k	-9%	5.0k	147.87	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$740k	-10%	8.3k	89.10	View chart
Intel Corporation (INTC)	0.1	$739k	-66%	6.1k	120.25	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$700k		1.7k	416.13	View chart
Nike CL B (NKE)	0.1	$659k	+11%	19k	35.40	View chart
Direxion Shares Etf Trust Dly Msft Bull 2x (MSFU)	0.1	$637k	-51%	16k	39.30	View chart
Airbnb Com Cl A (ABNB)	0.1	$634k		3.9k	160.65	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$609k	-6%	8.1k	75.39	View chart
Bristol Myers Squibb (BMY)	0.1	$608k		9.7k	62.40	View chart
Palantir Technologies Cl A (PLTR)	0.1	$603k		3.2k	187.06	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$590k	+23%	13k	44.09	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.0	$558k		6.2k	89.92	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.0	$552k	-2%	7.0k	78.42	View chart
Starbucks Corporation (SBUX)	0.0	$551k	-2%	5.9k	93.97	View chart
Northwest Natural Holdin (NWN)	0.0	$548k		12k	46.67	View chart
Snowflake Com Shs (SNOW)	0.0	$544k	NEW	1.6k	339.65	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$537k		5.3k	101.14	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$532k		8.2k	64.81	View chart
RBB Motley Fol Etf (TMFC)	0.0	$530k		6.6k	80.09	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$518k		4.6k	112.09	View chart
Abbott Laboratories (ABT)	0.0	$517k		5.2k	98.84	View chart
Netflix (NFLX)	0.0	$513k	-6%	7.4k	69.58	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$511k	-36%	2.6k	193.79	View chart
Ishares Tr Core 30 70 Etf (AOK)	0.0	$511k		13k	40.33	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$492k		4.7k	104.04	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$485k		6.1k	79.15	View chart
At&t (T)	0.0	$481k		20k	24.40	View chart
Mastercard Incorporated Cl A (MA)	0.0	$470k		852.00	551.62	View chart
Direxion Shares Etf Trust Dai Ene Bul Etf (ERX)	0.0	$464k	-55%	4.6k	100.42	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$464k	-36%	4.2k	110.28	View chart
Qualcomm (QCOM)	0.0	$463k		2.5k	184.06	View chart
Ge Aerospace Com New (GE)	0.0	$458k		1.5k	312.48	View chart
Altria (MO)	0.0	$452k	-4%	6.7k	67.34	View chart
Agilent Technologies Inc C ommon (A)	0.0	$448k	+3%	2.6k	172.34	View chart
Ishares Tr Ibonds 27 Etf (Principal) (IBDS)	0.0	$448k	NEW	19k	24.12	View chart
Kroger (KR)	0.0	$443k	-8%	7.6k	58.62	View chart
Home Depot (HD)	0.0	$427k		1.5k	284.50	View chart
McDonald's Corporation (MCD)	0.0	$426k		1.8k	230.98	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$424k	-7%	4.1k	102.20	View chart
Deere & Company (DE)	0.0	$424k		631.00	671.55	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$420k		1.4k	295.04	View chart
Hewlett Packard Enterprise (HPE)	0.0	$420k		6.6k	63.90	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$419k	+73%	2.0k	207.21	View chart
Ge Vernova (GEV)	0.0	$418k		439.00	952.33	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$418k		4.0k	103.89	View chart
Valero Energy Corporation (VLO)	0.0	$416k	+2%	1.1k	387.95	View chart
Mccormick & Co Com Non Vtg (MKC)	0.0	$412k	+27%	8.9k	46.40	View chart
Duke Energy Corp Com New (DUK)	0.0	$410k	+2%	3.6k	114.02	View chart
Louisiana-Pacific Corporation (LPX)	0.0	$405k		6.3k	64.55	View chart
Keysight Technologies (KEYS)	0.0	$404k	-11%	1.1k	364.13	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.0	$400k	NEW	7.2k	55.55	View chart
Ford Motor Company (F)	0.0	$399k		33k	12.06	View chart
Graniteshares Etf Tr 2x Long Meta Etf (FBL)	0.0	$399k	-70%	13k	31.83	View chart
Kimberly-Clark Corporation (KMB)	0.0	$397k		4.1k	97.45	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$390k		23k	17.05	View chart
Coca-Cola Company (KO)	0.0	$388k		4.5k	86.08	View chart
Direxion Shares Etf Trust Dly Mu Bull 2x (MUU)	0.0	$387k	+898%	11k	36.82	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$383k		4.1k	94.42	View chart
Texas Instruments Incorporated (TXN)	0.0	$377k	-3%	1.3k	280.09	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.0	$370k		4.3k	85.53	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.0	$370k	-2%	2.0k	184.74	View chart
Natera (NTRA)	0.0	$362k	NEW	875.00	413.66	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$361k	NEW	10k	35.23	View chart
Vaneck Etf Trust Space Etf (WARP)	0.0	$358k	NEW	18k	20.25	View chart
Semtech Corporation (SMTC)	0.0	$357k		2.0k	178.35	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.0	$355k	-6%	9.6k	36.86	View chart
Zscaler Incorporated (ZS)	0.0	$354k	-2%	1.8k	199.45	View chart
Global X Fds Data Ctr Dig Etf (DTCR)	0.0	$349k	NEW	13k	27.14	View chart
Columbia Banking System (COLB)	0.0	$340k		12k	28.60	View chart
Citigroup Com New (C)	0.0	$337k	-8%	2.6k	129.50	View chart
Paypal Holdings (PYPL)	0.0	$336k	-9%	6.4k	52.53	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$333k		3.1k	107.54	View chart
Amgen (AMGN)	0.0	$333k	-2%	790.00	421.84	View chart
Linde SHS (LIN)	0.0	$331k		697.00	474.66	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.0	$322k	NEW	4.1k	78.32	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$320k		3.3k	97.46	View chart
Applied Materials (AMAT)	0.0	$319k	-72%	624.00	511.38	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$319k	-15%	698.00	456.70	View chart
Ishares Msci Gbl Gold Mn (RING)	0.0	$318k	-23%	4.2k	76.63	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$318k	-18%	2.0k	155.25	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$312k		2.9k	106.49	View chart
Intuitive Surgical Com New (ISRG)	0.0	$311k		764.00	406.63	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$310k	NEW	12k	24.96	View chart
Iron Mountain (IRM)	0.0	$302k		2.7k	110.95	View chart
Constellation Energy (CEG)	0.0	$302k	+17%	1.2k	254.17	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.0	$301k		3.3k	92.07	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$299k	+5%	16k	19.30	View chart
MetLife (MET)	0.0	$296k		3.1k	94.16	View chart
Trane Technologies SHS (TT)	0.0	$293k		648.00	452.04	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.0	$292k	-2%	3.2k	91.66	View chart
Gilead Sciences (GILD)	0.0	$288k		1.9k	149.05	View chart
California Water Service (CWT)	0.0	$288k		6.2k	46.27	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.0	$280k		985.00	284.49	View chart
Ishares Tr Ibonds Dec2026 (Principal) (IBDR)	0.0	$279k	NEW	12k	24.24	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$275k	NEW	451.00	610.03	View chart
Oracle Corporation (ORCL)	0.0	$272k		2.0k	137.36	View chart
Teledyne Technologies Incorporated (TDY)	0.0	$270k		444.00	608.12	View chart
Tower Semiconductor Shs New (TSEM)	0.0	$267k		1.2k	227.43	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$266k	+4%	12k	21.87	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$266k	+2%	6.3k	42.19	View chart
Walt Disney Company (DIS)	0.0	$262k	-22%	2.5k	104.90	View chart
Western Union Company (WU)	0.0	$259k	+16%	44k	5.90	View chart
Charles Schwab Corporation (SCHW)	0.0	$254k		2.6k	97.74	View chart
Hp (HPQ)	0.0	$254k	NEW	8.1k	31.28	View chart
Weyerhaeuser Com New (WY)	0.0	$252k		13k	19.05	View chart
Direxion Shares Etf Trust Dail Ai Bull Etf (AIBU)	0.0	$251k	-9%	3.5k	71.40	View chart
Thermo Fisher Scientific (TMO)	0.0	$246k	NEW	363.00	676.34	View chart
Garmin SHS (GRMN)	0.0	$245k	-29%	854.00	286.88	View chart
Phillips 66 (PSX)	0.0	$238k	NEW	931.00	255.46	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$235k	-2%	7.8k	30.00	View chart
Kinder Morgan (KMI)	0.0	$235k		7.8k	30.15	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$234k	NEW	6.3k	36.95	View chart
Honeywell International (HON)	0.0	$232k	+8%	1.1k	211.09	View chart
Expeditors International of Washington (EXPD)	0.0	$228k	-3%	1.2k	184.71	View chart
Roundhill Etf Trust Memory Etf	0.0	$222k	-97%	3.7k	60.37	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$220k		420.00	523.62	View chart
Aon Shs Cl A (AON)	0.0	$220k		793.00	276.92	View chart
Ats (ATS)	0.0	$218k		12k	18.05	View chart
Direxion Shares Etf Trust Daily Aerospace (DFEN)	0.0	$217k	-49%	4.6k	47.10	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.0	$216k	NEW	7.8k	27.69	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.0	$216k		2.3k	93.45	View chart
Lowe's Companies (LOW)	0.0	$215k	-15%	1.2k	184.39	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.0	$215k		573.00	374.39	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$212k	-3%	954.00	222.41	View chart
ConocoPhillips (COP)	0.0	$212k	NEW	1.7k	125.21	View chart
Quantum Corp (QMCO)	0.0	$211k	NEW	6.6k	31.72	View chart
AutoZone (AZO)	0.0	$209k	+2%	74.00	2830.01	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$206k	NEW	777.00	264.92	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$205k		1.5k	137.78	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.0	$205k		582.00	352.19	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.0	$205k	NEW	9.0k	22.69	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.0	$203k	NEW	2.0k	103.47	View chart
Public Storage (PSA)	0.0	$201k		712.00	282.84	View chart
American Electric Power Company (AEP)	0.0	$201k		1.7k	118.64	View chart
Kenvue (KVUE)	0.0	$178k		10k	17.66	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.0	$127k		16k	7.90	View chart
Direxion Shares Etf Trust Dly Tsla Bull 2x (TSLL)	0.0	$123k	-66%	14k	9.01	View chart
DNP Select Income Fund (DNP)	0.0	$104k		11k	9.57	View chart
Aurora Cannabis (ACB)	0.0	$73k		19k	3.90	View chart
Lithium Amers Corp Com Shs (LAC)	0.0	$29k		11k	2.63	View chart
Nanoviricides (NNVC)	0.0	$13k		10k	1.30	View chart
Blackstone Mortgage Trust In Note 5.500% 3/1 (Principal)	0.0	$13k		13k	1.00	View chart
Themes Etf Tr Leverage Shs 2x (OPEG)	0.0	$9.7k	NEW	10k	0.95	View chart
Organovo Holdings (VIVS)	0.0	$2.3k	NEW	11k	0.21	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 Q3 filed Oct. 19, 2026
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

View all past filings

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