13F Insight
DOSSIER · 13F-HR · Q3 2026

TRUE Private Wealth Advisors

$1.2B in tracked AUM across 289 positions as of Q3 2026.

TP
CIK 0001667074 · last filed Sep 30, 2026
Total AUM
$1.2B
as of Q3 2026
Holdings
289
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

TRUE Private Wealth Advisors filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IXUS
ISHARES TR
$83M879K7.1%02
EMXC
ISHARES INC
$49M498K4.2%03
IEUR
ISHARES TR
$40M548K3.4%04
EWJ
ISHARES INC
$39M401K3.3%05
SOXX
ISHARES TR
$39M68K3.3%06
IBTJ
ISHARES TR
$36M1.7M3.1%07
RSP
INVESCO EXCHANGE TRADED FD T
$36M172K3.0%08
IBIE
ISHARES TR
$34M1.3M2.9%09
IBIG
ISHARES TR
$34M1.3M2.9%10
IBTL
ISHARES TR
$34M1.7M2.9%

Filing history

2026Q3Sep 30
$1.2B▲ 1.5%
289 positionsView →2026Q2Jun 30
$1.2B▲ 10.5%
283 positionsView →2026Q1Mar 31
$1.0B▲ 5.1%
266 positionsView →2025Q4Dec 31
$998M▲ 1.8%
266 positionsView →2025Q3Sep 30
$980M▲ 10.1%
264 positionsLocked2025Q2Jun 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 positionsLocked
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