TRUE Private Wealth Advisors

CIK 0001667074 · SALEM, OR · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source

TRUE Private Wealth Advisors reported 283 positions worth $1.16B as of June 30, 2026 (13F filed July 23, 2026). Largest holding: IXUS (7.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.16B
2026 Q2
Positions
283
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
37.0%
Est. Net Flow (Q)
2026 Q2
10 / 283 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IXUSISHARES TRSH$82.3M7.10%862,127
2EMXCISHARES INCSH$50.2M4.34%491,174
3SOXXISHARES TRSH$43.4M3.74%67,709
4IEURISHARES TRSH$40.7M3.51%541,317
5EWJISHARES INCSH$36.7M3.16%393,152
6RSPINVESCO EXCHANGE TRADED FD TSH$36.2M3.12%170,044
7IBTJISHARES TRSH$36.2M3.12%1,669,970
8SMIZZACKS TRUSTSH$34.7M2.99%776,904
9IBIGISHARES TRSH$34.4M2.96%1,308,162
10IBTLISHARES TRSH$34.1M2.94%1,688,677

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does TRUE Private Wealth Advisors hold as of Q2 2026?

TRUE Private Wealth Advisors reported 283 positions worth $1.16B in its Q2 2026 13F filing. Largest positions: IXUS (7.1%), EMXC (4.3%), SOXX (3.7%), IEUR (3.5%) and EWJ (3.2%).

What did TRUE Private Wealth Advisors buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did TRUE Private Wealth Advisors sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.