Universe · entity
TRUE Private Wealth Advisors
Institutional manager (13F) · CIK 1667074
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $861M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $89M | 1,022,003 |
| 2 | ISHARES INC | $47M | 595,500 |
| 3 | ISHARES TR | $40M | 1,822,278 |
| 4 | ISHARES TR | $39M | 1,480,282 |
| 5 | INVESCO EXCHANGE TRADED FD T | $39M | 201,195 |
| 6 | ISHARES TR | $38M | 547,549 |
| 7 | ISHARES TR | $38M | 1,862,284 |
| 8 | ISHARES TR | $38M | 1,678,023 |
| 9 | FIRST TR EXCHANGE-TRADED FD | $38M | 738,221 |
| 10 | ISHARES TR | $37M | 1,392,742 |
| 11 | ISHARES TR | $32M | 223,533 |
| 12 | BARCLAYS BANK PLC | $31M | 864,759 |
| 13 | APPLE INC | $25M | 99,540 |
| 14 | ZACKS TRUST | $25M | 671,534 |
| 15 | VANECK ETF TRUST | $23M | 433,794 |
| 16 | ISHARES TR | $22M | 67,357 |
| 17 | ALPS ETF TR | $20M | 383,010 |
| 18 | ISHARES GOLD TR | $18M | 205,656 |
| 19 | ISHARES TR | $17M | 69,659 |
| 20 | NVIDIA CORPORATION | $14M | 82,059 |
| 21 | SCHWAB STRATEGIC TR | $14M | 462,164 |
| 22 | VANGUARD WORLD FD | $12M | 17,390 |
| 23 | MICROSOFT CORP | $12M | 31,692 |
| 24 | AMAZON COM INC | $10M | 45,743 |
| 25 | ISHARES TR | $9M | 75,875 |
| 26 | ISHARES TR | $8M | 123,360 |
| 27 | ZACKS TRUST | $8M | 231,205 |
| 28 | VANGUARD INDEX FDS | $8M | 12,831 |
| 29 | JOHNSON & JOHNSON | $7M | 29,284 |
| 30 | EXXON MOBIL CORP | $7M | 40,336 |
| 31 | CHEVRON CORPORATION | $7M | 32,905 |
| 32 | JPMORGAN CHASE & CO | $7M | 22,425 |
| 33 | ELI LILLY & CO | $6M | 6,898 |
| 34 | SPDR GOLD TR | $6M | 14,054 |
| 35 | ABBVIE INC | $6M | 27,103 |
| 36 | BERKSHIRE HATHAWAY INC DEL | $6M | 12,236 |
| 37 | ISHARES TR | $6M | 63,035 |
| 38 | ALPHABET INC | $5M | 18,903 |
| 39 | COSTCO WHOLESALE CORPORATION | $5M | 5,279 |
| 40 | MICRON TECHNOLOGY INC | $5M | 15,107 |
| 41 | GOLDMAN SACHS GROUP INC | $5M | 5,776 |
| 42 | GRANITESHARES ETF TR | $5M | 65,827 |
| 43 | ISHARES TR | $4M | 44,806 |
| 44 | ZACKS TRUST | $4M | 156,360 |
| 45 | US BANCORP | $4M | 76,819 |
| 46 | EMERSON ELEC CO | $4M | 29,955 |
| 47 | ISHARES TR | $4M | 16,626 |
| 48 | 3M CO | $4M | 24,222 |
| 49 | ISHARES INC | $4M | 41,557 |
| 50 | MERCK & CO INC | $3M | 28,397 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.