Universe · entity

TRUE Private Wealth Advisors

Institutional manager (13F) · CIK 1667074
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $861M
#IssuerValueShares
1ISHARES TR$89M1,022,003
2ISHARES INC$47M595,500
3ISHARES TR$40M1,822,278
4ISHARES TR$39M1,480,282
5INVESCO EXCHANGE TRADED FD T$39M201,195
6ISHARES TR$38M547,549
7ISHARES TR$38M1,862,284
8ISHARES TR$38M1,678,023
9FIRST TR EXCHANGE-TRADED FD$38M738,221
10ISHARES TR$37M1,392,742
11ISHARES TR$32M223,533
12BARCLAYS BANK PLC$31M864,759
13APPLE INC$25M99,540
14ZACKS TRUST$25M671,534
15VANECK ETF TRUST$23M433,794
16ISHARES TR$22M67,357
17ALPS ETF TR$20M383,010
18ISHARES GOLD TR$18M205,656
19ISHARES TR$17M69,659
20NVIDIA CORPORATION$14M82,059
21SCHWAB STRATEGIC TR$14M462,164
22VANGUARD WORLD FD$12M17,390
23MICROSOFT CORP$12M31,692
24AMAZON COM INC$10M45,743
25ISHARES TR$9M75,875
26ISHARES TR$8M123,360
27ZACKS TRUST$8M231,205
28VANGUARD INDEX FDS$8M12,831
29JOHNSON & JOHNSON$7M29,284
30EXXON MOBIL CORP$7M40,336
31CHEVRON CORPORATION$7M32,905
32JPMORGAN CHASE & CO$7M22,425
33ELI LILLY & CO$6M6,898
34SPDR GOLD TR$6M14,054
35ABBVIE INC$6M27,103
36BERKSHIRE HATHAWAY INC DEL$6M12,236
37ISHARES TR$6M63,035
38ALPHABET INC$5M18,903
39COSTCO WHOLESALE CORPORATION$5M5,279
40MICRON TECHNOLOGY INC$5M15,107
41GOLDMAN SACHS GROUP INC$5M5,776
42GRANITESHARES ETF TR$5M65,827
43ISHARES TR$4M44,806
44ZACKS TRUST$4M156,360
45US BANCORP$4M76,819
46EMERSON ELEC CO$4M29,955
47ISHARES TR$4M16,626
483M CO$4M24,222
49ISHARES INC$4M41,557
50MERCK & CO INC$3M28,397
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.