True Private Wealth Advisors Portfolio Holdings

True Private Wealth Advisors

  • $823 Million
  • Q3 2025

True Private Wealth Advisors has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $823 Million distributed in 264 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $57.6M, Ishares Tr Ibonds Dec 2027 Ter with a value of $44.5M, Ishares Tr Ibonds Dec 2029 Tre with a value of $42.9M, Ishares Tr Ibonds Dec 2031 Ter with a value of $39.6M, and Invesco S&P 500 Equal Weight E with a value of $39.2M.

Examining the 13F form we can see an increase of $61.3M in the current position value, from $762M to 823M.

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

Portfolio value $823 Million
ETFs: $608 Million
Technology: $75.7 Million
Financial Services: $32.3 Million
Healthcare: $24.5 Million
Consumer Cyclical: $20.9 Million
Industrials: $19 Million
Communication Services: $15.9 Million
Consumer Defensive: $13.3 Million
Other: $13.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$57.6 Million 7.0% of portfolio
698,022
Q3 2025 Added 8.09%
$0
$44.5 Million 5.41% of portfolio
1,975,228
Q3 2025 Reduced 0.22%
$0
$42.9 Million 5.22% of portfolio
1,954,759
Q3 2025 Added 0.76%
$0
$39.6 Million 4.82% of portfolio
1,927,530
Q3 2025 Added 0.99%
$0
$39.2 Million 4.77% of portfolio
206,892
Q3 2025 Reduced 1.81%
$0
$38.7 Million 4.7% of portfolio
573,426
Q3 2025 Added 6.16%
$0
$33.4 Million 4.06% of portfolio
229,202
Q3 2025 Reduced 2.58%
$0
$33 Million 4.01% of portfolio
484,379
Q3 2025 Added 14.59%
$0
$32.6 Million 3.96% of portfolio
751,373
Q3 2025 Reduced 1.32%
$4.3T
$27.4 Million 3.33% of portfolio
107,548
Q3 2025 Reduced 0.3%
$0
$18.1 Million 2.19% of portfolio
672,791
Q3 2025 Added 3.88%
$0
$17.9 Million 2.17% of portfolio
336,499
Q3 2025 Reduced 6.73%
$3.78T
$16.8 Million 2.04% of portfolio
32,430
Q3 2025 Reduced 0.95%
$0
$16.3 Million 1.99% of portfolio
348,329
Q3 2025 Added 5.43%
$0
$15.9 Million 1.93% of portfolio
65,767
Q3 2025 Reduced 1.85%
$0
$14.3 Million 1.73% of portfolio
19,102
Q3 2025 Reduced 4.07%
$465B
$12.9 Million 1.57% of portfolio
69,400
Q3 2025 Added 0.51%
$0
$12.7 Million 1.54% of portfolio
463,372
Q3 2025 Added 7.09%
$2.39T
$9.95 Million 1.21% of portfolio
45,324
Q3 2025 Reduced 1.6%
$0
$8.99 Million 1.09% of portfolio
267,488
Q3 2025 Reduced 2.01%
$0
$7.84 Million 0.95% of portfolio
121,849
Q3 2025 Added 3.92%
$0
$7.35 Million 0.89% of portfolio
12,004
Q3 2025 Reduced 1.78%
$881B
$6.95 Million 0.84% of portfolio
22,043
Q3 2025 Reduced 5.61%
$414B
$6.25 Million 0.76% of portfolio
27,010
Q3 2025 Added 1.44%
$662B
$6.08 Million 0.74% of portfolio
12,102
Q3 2025 Added 0.05%
$522B
$5.99 Million 0.73% of portfolio
32,314
Q3 2025 Added 3.76%
$971B
$5.64 Million 0.69% of portfolio
7,393
Q3 2025 Added 0.37%
$130B
$5.55 Million 0.67% of portfolio
15,608
Q3 2025 Added 5.0%
$303B
$5.2 Million 0.63% of portfolio
33,476
Q3 2025 Reduced 0.92%
$265B
$4.75 Million 0.58% of portfolio
5,970
Q3 2025 Reduced 13.45%
$404B
$4.8 Million 0.58% of portfolio
5,188
Q3 2025 Reduced 1.22%
$1.65T
$4.68 Million 0.57% of portfolio
19,250
Q3 2025 Added 5.64%
$490B
$4.55 Million 0.55% of portfolio
40,315
Q3 2025 Added 2.4%
$0
$4.31 Million 0.52% of portfolio
15,897
Q3 2025 Added 36.31%
$55.9B
$4.06 Million 0.49% of portfolio
4,250
Q3 2025 Reduced 10.3%
$75.4B
$3.84 Million 0.47% of portfolio
29,259
Q3 2025 Reduced 7.11%
$0
$3.82 Million 0.46% of portfolio
147,875
Q3 2025 Added 3.19%
$67.6B
$3.75 Million 0.46% of portfolio
77,535
Q3 2025 Added 1.18%
$91.4B
$3.78 Million 0.46% of portfolio
24,343
Q3 2025 Added 1.05%
$0
$3.71 Million 0.45% of portfolio
18,236
Q3 2025 Reduced 3.11%
$0
$3.58 Million 0.44% of portfolio
41,521
Q3 2025 Reduced 27.48%
$0
$3.56 Million 0.43% of portfolio
40,730
Q3 2025 Added 2.7%
$0
$3.5 Million 0.43% of portfolio
53,650
Q3 2025 Reduced 4.04%
$204B
$3.38 Million 0.41% of portfolio
24,048
Q3 2025 Reduced 1.2%
$268B
$3.39 Million 0.41% of portfolio
20,233
Q3 2025 Reduced 0.75%
$1.74T
$3.32 Million 0.4% of portfolio
13,626
Q3 2025 Added 9.0%
$0
$3.2 Million 0.39% of portfolio
74,806
Q3 2025 Added 9.81%
$0
$3.24 Million 0.39% of portfolio
57,089
Q3 2025 Added 94.07%
$0
$3.09 Million 0.38% of portfolio
4,624
Q3 2025 Reduced 2.03%

Summary

  • Portfolio
  • No. of Stocks 264
  • Current Value $823 Million
  • Prior Value $762 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 113 stocks
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