TRUE Private Wealth Advisors
CIK: 0001667074SEC EDGAR →
Portfolio Value
$998K
Holdings
266
As of
Q4 2025
New Positions
26
Closed Positions
6
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 714,065 | $60K | 6.06% |
| 2 | ISHARES TR | 1,949,885 | $44K | 4.39% |
| 3 | ISHARES INC | 584,366 | $42K | 4.26% |
| 4 | ISHARES TR | 1,934,809 | $42K | 4.25% |
| 5 | ISHARES TR | 1,628,366 | $42K | 4.24% |
| 6 | ISHARES TR | 1,939,888 | $40K | 3.99% |
| 7 | ISHARES TR | 1,498,376 | $39K | 3.91% |
| 8 | INVESCO EXCHANGE TRADED FD T | 202,336 | $39K | 3.88% |
| 9 | ISHARES TR | 510,642 | $36K | 3.63% |
| 10 | ISHARES TR | 226,792 | $34K | 3.38% |
Quarterly Changes
New Positions (15)
$4K · 146K shares
$2K · 6K shares
$926 · 36K shares
$925 · 36K shares
$727 · 28K shares
$701 · 27K shares
$571 · 11K shares
$424 · 9K shares
$228 · 681 shares
$227 · 1K shares
$208 · 360 shares
$203 · 892 shares
$203 · 924 shares
$50 · 12K shares
$47 · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 138 | $734K | 73.5% |
| Technology | 35 | $83K | 8.4% |
| Unknown | 17 | $73K | 7.4% |
| Healthcare | 17 | $27K | 2.7% |
| Consumer Cyclical | 12 | $22K | 2.2% |
| Industrials | 14 | $18K | 1.8% |
| Communication Services | 9 | $15K | 1.5% |
| Consumer Defensive | 8 | $11K | 1.1% |
| Energy | 3 | $10K | 1.0% |
| Utilities | 5 | $2K | 0.2% |
| Basic Materials | 5 | $1K | 0.1% |
| Real Estate | 3 | $774 | 0.1% |