True Private Wealth Advisors Portfolio Holdings

True Private Wealth Advisors

  • $762 Million
  • Q2 2025

True Private Wealth Advisors has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $762 Million distributed in 244 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $49.9M, Ishares Tr Ibonds Dec 2027 Ter with a value of $44.5M, Ishares Tr Ibonds Dec 2029 Tre with a value of $42.5M, Ishares Tr Ibonds Dec 2031 Ter with a value of $39.1M, and Invesco S&P 500 Equal Weight E with a value of $38.3M.

Examining the 13F form we can see an decrease of $26M in the current position value, from $788M to 762M.

Below you can find more details about True Private Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $762 Million
ETFs: $563 Million
Technology: $66.5 Million
Financial Services: $31 Million
Healthcare: $21.4 Million
Consumer Cyclical: $21.1 Million
Industrials: $18.6 Million
Communication Services: $13.8 Million
Consumer Defensive: $13.5 Million
Other: $12.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$49.9 Million 6.55% of portfolio
645,801
Q2 2025 Added 13.35%
$0
$44.5 Million 5.85% of portfolio
1,979,633
Q2 2025 Added 41.8%
$0
$42.5 Million 5.58% of portfolio
1,940,071
Q2 2025 Added 28.61%
$0
$39.1 Million 5.14% of portfolio
1,908,678
Q2 2025 Added 14.61%
$0
$38.3 Million 5.03% of portfolio
210,707
Q2 2025 Reduced 21.33%
$0
$34.1 Million 4.48% of portfolio
540,145
Q2 2025 Added 26.46%
$0
$31.9 Million 4.19% of portfolio
761,386
Q2 2025 Reduced 10.13%
$0
$31.8 Million 4.17% of portfolio
235,271
Q2 2025 Reduced 8.43%
$0
$28 Million 3.67% of portfolio
422,719
Q2 2025 Added 48.9%
$3.69T
$22.1 Million 2.91% of portfolio
107,875
Q2 2025 Reduced 4.05%
$0
$19.1 Million 2.51% of portfolio
360,791
Q2 2025 Added 4.06%
$0
$16.7 Million 2.2% of portfolio
647,638
Q2 2025 New
$3.95T
$16.3 Million 2.14% of portfolio
32,741
Q2 2025 Reduced 4.9%
$0
$16.1 Million 2.12% of portfolio
330,398
Q2 2025 Added 3,253.95%
$0
$14.5 Million 1.9% of portfolio
67,005
Q2 2025 Added 13.92%
$0
$13.2 Million 1.73% of portfolio
19,912
Q2 2025 Reduced 2.1%
$456B
$10.9 Million 1.43% of portfolio
69,046
Q2 2025 Added 26.73%
$2.26T
$10.1 Million 1.33% of portfolio
46,063
Q2 2025 Reduced 1.45%
$0
$8.71 Million 1.14% of portfolio
272,965
Q2 2025 Added 16.13%
$0
$7.22 Million 0.95% of portfolio
117,249
Q2 2025 Added 1.33%
$0
$6.94 Million 0.91% of portfolio
12,221
Q2 2025 Reduced 1.89%
$859B
$6.77 Million 0.89% of portfolio
23,354
Q2 2025 Reduced 4.05%
$621B
$5.88 Million 0.77% of portfolio
12,096
Q2 2025 Reduced 9.81%
$608B
$5.74 Million 0.75% of portfolio
7,366
Q2 2025 Added 7.24%
$439B
$5.2 Million 0.68% of portfolio
5,252
Q2 2025 Reduced 3.49%
$351B
$4.94 Million 0.65% of portfolio
26,626
Q2 2025 Reduced 0.88%
$302B
$4.84 Million 0.64% of portfolio
33,786
Q2 2025 Added 3.3%
$254B
$4.88 Million 0.64% of portfolio
6,898
Q2 2025 Reduced 1.03%
$452B
$4.76 Million 0.62% of portfolio
31,144
Q2 2025 Added 4.61%
$106B
$4.53 Million 0.59% of portfolio
14,865
Q2 2025 Added 3.35%
$442B
$4.24 Million 0.56% of portfolio
39,371
Q2 2025 Reduced 1.9%
$2.72B
$4.19 Million 0.55% of portfolio
61,313
Q2 2025 Reduced 0.54%
$78.6B
$4.2 Million 0.55% of portfolio
31,498
Q2 2025 Reduced 11.06%
$0
$4.02 Million 0.53% of portfolio
57,252
Q2 2025 Reduced 10.51%
$0
$3.67 Million 0.48% of portfolio
143,297
Q2 2025 Added 19.26%
$87.3B
$3.67 Million 0.48% of portfolio
24,091
Q2 2025 Reduced 6.13%
$0
$3.66 Million 0.48% of portfolio
18,821
Q2 2025 Reduced 86.9%
$63.6B
$3.57 Million 0.47% of portfolio
4,738
Q2 2025 Reduced 10.37%
$0
$3.47 Million 0.46% of portfolio
55,908
Q2 2025 Reduced 80.03%
$68B
$3.47 Million 0.46% of portfolio
76,631
Q2 2025 Added 2.99%
$0
$3.31 Million 0.43% of portfolio
39,659
Q2 2025 Reduced 2.78%
$1.21T
$3.21 Million 0.42% of portfolio
18,223
Q2 2025 Added 24.36%
$202B
$3.21 Million 0.42% of portfolio
24,340
Q2 2025 Reduced 1.84%
$0
$2.98 Million 0.39% of portfolio
37,160
Q2 2025 Added 835.78%
$0
$2.97 Million 0.39% of portfolio
36,333
Q2 2025 Added 6.5%
$0
$2.93 Million 0.38% of portfolio
4,720
Q2 2025 Reduced 18.66%
$0
$2.89 Million 0.38% of portfolio
56,681
Q2 2025 Reduced 93.56%
$0
$2.78 Million 0.37% of portfolio
11,662
Q2 2025 New
$0
$2.76 Million 0.36% of portfolio
68,123
Q2 2025 Added 14.98%

Summary

  • Portfolio
  • No. of Stocks 244
  • Current Value $762 Million
  • Prior Value $788 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 28 stocks
  • Additional Purchases 101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 100 stocks
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