13F Insight
DOSSIER · 13F-HR · Q2 2026

TRUE Private Wealth Advisors

$1.2B in tracked AUM across 283 positions as of Q2 2026.

TP
CIK 0001667074 · last filed Jun 30, 2026
Total AUM
$1.2B
as of Q2 2026
Holdings
283
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

TRUE Private Wealth Advisors filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IXUS
ISHARES TR
$82M862K7.1%02
EMXC
ISHARES INC
$50M491K4.3%03
SOXX
ISHARES TR
$43M68K3.7%04
IEUR
ISHARES TR
$41M541K3.5%05
EWJ
ISHARES INC
$37M393K3.2%06
RSP
INVESCO EXCHANGE TRADED FD T
$36M170K3.1%07
IBTJ
ISHARES TR
$36M1.7M3.1%08
SMIZ
ZACKS TRUST
$35M777K3.0%09
IBIG
ISHARES TR
$34M1.3M3.0%10
IBTL
ISHARES TR
$34M1.7M2.9%

Filing history

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 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 positionsLocked
Showing 12 of 40