TRUE Private Wealth Advisors 13F Holdings
CIK 0001667074 · SALEM, OR
As of Sep 30, 2025, TRUE Private Wealth Advisors reported 264 positions worth $964.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | — | 698,022 | $57.6M | 5.98% |
| ISHARES IBONDS DEC 2027 TERM TREASURY ETF | IBTH | — | 1,975,228 | $44.5M | 4.61% |
| ISHARES TR | — | — | 1,625,676 | $43.0M | 4.46% |
| ISHARES TR | IBTJ | — | 1,954,759 | $42.9M | 4.45% |
| ISHARES TR | IBTL | — | 1,927,530 | $39.6M | 4.11% |
| ISHARES TR | IBIG | — | 1,479,956 | $39.5M | 4.09% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 206,892 | $39.2M | 4.07% |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | EMXC | — | 573,426 | $38.7M | 4.01% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 229,202 | $33.4M | 3.46% |
| ISHARES CORE MSCI EUROPE ETF | IEUR | — | 484,379 | $33.0M | 3.42% |
| FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | FDL | — | 751,373 | $32.6M | 3.38% |
| APPLE INC | AAPL | Technology | 107,548 | $27.4M | 2.84% |
| Zacks Small/Mid Cap ETF | SMIZ | — | 594,635 | $22.2M | 2.30% |
| BARCLAYS BANK PLC | — | — | 622,927 | $20.7M | 2.14% |
| ISHARES U S ETF TR | COMT | — | 672,791 |