13F Insight
DOSSIER · 13F-HR · Q1 2026

TRUE Private Wealth Advisors

$1.0B in tracked AUM across 266 positions as of Q1 2026.

TP
CIK 0001667074 · last filed Mar 31, 2026
Total AUM
$1.0B
as of Q1 2026
Holdings
266
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

TRUE Private Wealth Advisors filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IXUS
ISHARES TR
$89M1.0M8.4%02
EMXC
ISHARES INC
$47M596K4.5%03
IBTJ
ISHARES TR
$40M1.8M3.8%04
IBIE
ISHARES TR
$39M1.5M3.7%05
RSP
INVESCO EXCHANGE TRADED FD T
$39M201K3.7%06
IEUR
ISHARES TR
$38M548K3.7%07
IBTL
ISHARES TR
$38M1.9M3.6%08
IBTH
ISHARES TR
$38M1.7M3.6%09
FDL
FIRST TR EXCHANGE-TRADED FD
$38M738K3.6%10
IBIG
ISHARES TR
$37M1.4M3.5%

Filing history

2026Q1Mar 31
$1.0B▲ 5.1%
266 positionsView →2025Q4Dec 31
$998M▲ 1.8%
266 positionsView →2025Q3Sep 30
$980M▲ 10.1%
264 positionsView →2025Q2Jun 30
$890M▲ 8.1%
244 positionsLocked2025Q1Mar 31
$823M▼ 0.1%
232 positionsLocked2024Q4Dec 31
$824M▼ 1.7%
224 positionsLocked2024Q3Sep 30
$838M▼ 5.1%
215 positionsLocked2024Q2Jun 30
$883M▲ 1.3%
278 positionsLocked2024Q1Mar 31
$872M▲ 10.3%
284 positionsLocked2023Q4Dec 31
$790M▲ 9.7%
290 positionsLocked2023Q3Sep 30
$720M▲ 6.4%
260 positionsLocked2023Q2Jun 30
$677M▲ 0.2%
241 positionsLocked
Showing 12 of 39