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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$22.1 Million 2.91% of portfolio
107,875
Q2 2025 Reduced 4.05%
$3.95T
$16.3 Million 2.14% of portfolio
32,741
Q2 2025 Reduced 4.9%
$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%
$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%
$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%
$87.3B
$3.67 Million 0.48% of portfolio
24,091
Q2 2025 Reduced 6.13%
$68B
$3.47 Million 0.46% of portfolio
76,631
Q2 2025 Added 2.99%
$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%
$182B
$2.5 Million 0.33% of portfolio
57,872
Q2 2025 Added 5.92%
$1.78T
$2.48 Million 0.33% of portfolio
3,363
Q2 2025 Reduced 0.3%
$139B
$2.51 Million 0.33% of portfolio
20,385
Q2 2025 Added 18.7%
$1.24T
$2.22 Million 0.29% of portfolio
12,501
Q2 2025 Added 7.08%
$1.08T
$2.05 Million 0.27% of portfolio
6,465
Q2 2025 Added 2.77%
$210B
$1.98 Million 0.26% of portfolio
6,713
Q2 2025 Added 11.14%
$66.3B
$1.85 Million 0.24% of portfolio
21,857
Q2 2025 Reduced 2.45%
$61.9B
$1.71 Million 0.22% of portfolio
16,204
Q2 2025 Reduced 4.14%
$232B
$1.64 Million 0.22% of portfolio
6,030
Q2 2025 Added 0.12%
$302B
$1.64 Million 0.22% of portfolio
20,501
Q2 2025 Added 1.04%
$138B
$1.52 Million 0.2% of portfolio
62,764
Q2 2025 Reduced 5.09%
$551B
$1.47 Million 0.19% of portfolio
4,148
Q2 2025 Added 3.44%
$52.5B
$1.47 Million 0.19% of portfolio
7,191
Q2 2025 Reduced 3.59%
$250B
$1.33 Million 0.18% of portfolio
9,464
Q2 2025 Added 2.72%
$139B
$1.38 Million 0.18% of portfolio
6,598
Q2 2025 Added 10.1%
$94.4B
$1.27 Million 0.17% of portfolio
17,866
Q2 2025 Added 43.73%
$229B
$1.29 Million 0.17% of portfolio
8,832
Q2 2025 Added 2.48%
$16.7B
$1.11 Million 0.15% of portfolio
63,944
Q2 2025 Reduced 0.49%
$261B
$1.11 Million 0.15% of portfolio
6,102
Q2 2025 Added 44.36%
$293B
$1.13 Million 0.15% of portfolio
16,327
Q2 2025 Added 25.62%
$368B
$1.13 Million 0.15% of portfolio
7,076
Q2 2025 Added 31.97%
$545B
$1.07 Million 0.14% of portfolio
802
Q2 2025 Reduced 1.11%
$218B
$1.04 Million 0.14% of portfolio
2,678
Q2 2025 Added 0.64%
$127B
$983,000 0.13% of portfolio
3,567
Q2 2025 Added 2.94%
$423B
$728,000 0.1% of portfolio
1
Q2 2017 New
$381B
$771,000 0.1% of portfolio
16,304
Q2 2025 Added 38.33%
$123B
$711,000 0.09% of portfolio
4,754
Q2 2025 Reduced 10.79%
$229B
$708,000 0.09% of portfolio
5,208
Q2 2025 Added 22.05%
$52.6B
$722,000 0.09% of portfolio
10,070
Q2 2025 Reduced 3.78%
$7.1B
$663,000 0.09% of portfolio
13,400
Q2 2025 Reduced 1.82%

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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