TRUE Private Wealth Advisors Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$998.1M

Holdings

266

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (266 positions)

#StockSharesValue% PortfolioType
1
IXUSISHARES TR
714,065$60.4M6.06%
2
IBTHISHARES TR
1,949,885$43.8M4.39%
3
EMXCISHARES INC
584,366$42.5M4.26%
4
IBMSISHARES TR
1,934,809$42.5M4.25%
5
IBIEISHARES TR
1,628,366$42.3M4.24%
6
IBTLISHARES TR
1,939,888$39.8M3.99%
7
IBIGISHARES TR
1,498,376$39.0M3.91%
8
RSPINVESCO EXCHANGE TRADED FD T
202,336$38.8M3.88%
9
IEURISHARES TR
510,642$36.2M3.63%
10
ITOTISHARES TR
226,792$33.7M3.38%
11
FDLFIRST TR EXCHANGE-TRADED FD
740,797$32.8M3.29%
12
AAPLAPPLE INC
105,326$28.6M2.87%
13
SMIZZACKS TRUST
592,217$21.9M2.19%
14
SOXXISHARES TR
64,459$19.4M1.94%
15
CLOIVANECK ETF TRUST
357,729$18.9M1.89%
16
COMTISHARES U S ETF TR
688,087$17.1M1.72%
17
AMLPALPS ETF TR
354,031$16.6M1.67%
18
IWMISHARES TR
64,197$15.8M1.58%
19
MSFTMICROSOFT CORP
32,210$15.6M1.56%
20
VGTVANGUARD WORLD FD
19,485$14.7M1.47%
21
IVWISHARES TR
111,204$13.7M1.37%
22
NVDANVIDIA CORPORATION
68,202$12.7M1.27%
23
SCHDSCHWAB STRATEGIC TR
456,327$12.5M1.25%
24
AMZNAMAZON COM INC
45,049$10.4M1.04%
25
ZECPZACKS TRUST
253,759$8.8M0.88%
26
AORISHARES TR
124,898$8.1M0.81%
27
LLYELI LILLY & CO
7,128$7.7M0.77%
28
VOOVANGUARD INDEX FDS
11,863$7.4M0.75%
29
JPMJPMORGAN CHASE & CO.
22,080$7.1M0.71%
30
GQ9SPDR GOLD TR
17,040$6.8M0.68%
31
JNJJOHNSON & JOHNSON
32,077$6.6M0.67%
32
ABBVABBVIE INC
27,092$6.2M0.62%
33
BRK/BBERKSHIRE HATHAWAY INC DEL
12,110$6.1M0.61%
34
GOOGLALPHABET INC
19,327$6.0M0.61%
35
NVDLGRANITESHARES ETF TR
66,584$5.9M0.59%
36
MUMICRON TECHNOLOGY INC
18,898$5.4M0.54%
37
GSGOLDMAN SACHS GROUP INC
6,011$5.3M0.53%
38
CVXCHEVRON CORP NEW
33,729$5.1M0.51%
39
NDQINVESCO QQQ TR
8,283$5.1M0.51%
40
XOMEXXON MOBIL CORP
40,734$4.9M0.49%
41
SPABSPDR SERIES TRUST
173,294$4.5M0.45%
42
COSTCOSTCO WHSL CORP NEW
5,111$4.4M0.44%
43
GOOGALPHABET INC
13,288$4.2M0.42%
44
USBUS BANCORP DEL
76,935$4.1M0.41%
45
EMREMERSON ELEC CO
29,736$3.9M0.40%
46
MMM3M CO
24,573$3.9M0.39%
47
QUIZZACKS TRUST
145,934$3.9M0.39%
48
IWDISHARES TR
17,921$3.8M0.38%
49
BROSDUTCH BROS INC
60,154$3.7M0.37%
50
AQLTISHARES TR
40,710$3.6M0.36%
51
URIUNITED RENTALS INC
4,352$3.5M0.35%
52
IYWISHARES TR
17,554$3.5M0.35%
53
PEPPEPSICO INC
23,788$3.4M0.34%
54
IJHISHARES TR
51,581$3.4M0.34%
55
IVVISHARES TR
4,598$3.1M0.32%
56
ARKKARK ETF TR
39,581$3.0M0.30%
57
IAU*ISHARES GOLD TR
36,905$3.0M0.30%
58
TSLATESLA INC
6,588$3.0M0.30%
59
ARKFARK ETF TR
54,429$2.6M0.26%
60
VYMVANGUARD WHITEHALL FDS
17,389$2.5M0.25%
61
CWBSPDR SERIES TRUST
27,960$2.5M0.25%
62
IVEISHARES TR
11,663$2.5M0.25%
63
JAAAJANUS DETROIT STR TR
48,626$2.5M0.25%
64
AOMISHARES TR
50,405$2.4M0.24%
65
BACVERIZON COMMUNICATIONS INC
58,972$2.4M0.24%
66
AGZISHARES TR
20,725$2.3M0.23%
67
IEMGISHARES INC
33,187$2.2M0.22%
68
TECLDIREXION SHS ETF TR
18,507$2.2M0.22%
69
SDYSPDR SERIES TRUST
15,511$2.2M0.22%
70
FNGUBANK MONTREAL QUE
85,338$2.2M0.22%
71
IJRISHARES TR
17,264$2.1M0.21%
72
SMOTVANECK ETF TRUST
56,244$2.0M0.20%
73
IBMINTERNATIONAL BUSINESS MACHS
6,854$2.0M0.20%
74
WFCWELLS FARGO CO NEW
21,675$2.0M0.20%
75
METAMETA PLATFORMS INC
3,060$2.0M0.20%
76
VMBSVANGUARD SCOTTSDALE FDS
42,252$2.0M0.20%
77
AMZUDIREXION SHS ETF TR
53,157$1.9M0.19%
78
AAPUDIREXION SHS ETF TR
54,674$1.8M0.18%
79
FLOTISHARES TR
34,562$1.8M0.18%
80
HEFAISHARES TR
42,401$1.8M0.18%
81
SYZLAZARD ACTIVE ETF TR
68,827$1.7M0.17%
82
SPIBSPDR SERIES TRUST
50,758$1.7M0.17%
83
PFFISHARES TR
55,312$1.7M0.17%
84
PFEPFIZER INC
67,983$1.7M0.17%
85
MSFUDIREXION SHS ETF TR
40,299$1.7M0.17%
86
DWDMORGAN STANLEY
9,393$1.7M0.17%
87
SPEMSPDR INDEX SHS FDS
34,998$1.6M0.16%
88
RTXRTX CORPORATION
8,833$1.6M0.16%
89
SHYISHARES TR
19,289$1.6M0.16%
90
CRMSALESFORCE INC
6,027$1.6M0.16%
91
QQQMINVESCO EXCH TRADED FD TR II
6,292$1.6M0.16%
92
EZUISHARES INC
24,712$1.6M0.16%
93
GCOWPACER FDS TR
37,284$1.5M0.15%
94
GBTCGRAYSCALE BITCOIN TRUST ETF
22,117$1.5M0.15%
95
VVISA INC
4,271$1.5M0.15%
96
SNTHTIDAL TRUST III
52,662$1.5M0.15%
97
ICOWPACER FDS TR
37,659$1.5M0.15%
98
BABOEING CO
6,573$1.4M0.14%
99
FBLGRANITESHARES ETF TR
43,166$1.4M0.14%
100
GGLLDIREXION SHS ETF TR
13,928$1.3M0.14%
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