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 ETFs Only

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%
$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%
$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%
$0
$13 Million 1.58% of portfolio
107,773
Q3 2025 Added 597.24%
$0
$12.7 Million 1.54% of portfolio
463,372
Q3 2025 Added 7.09%
$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%
$130B
$5.55 Million 0.67% of portfolio
15,608
Q3 2025 Added 5.0%
$0
$4.31 Million 0.52% of portfolio
15,897
Q3 2025 Added 36.31%
$0
$3.82 Million 0.46% of portfolio
147,875
Q3 2025 Added 3.19%
$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%
$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%
$0
$2.78 Million 0.34% of portfolio
68,411
Q3 2025 New
$65.3B
$2.68 Million 0.33% of portfolio
36,895
Q3 2025 Reduced 0.98%
$0
$2.63 Million 0.32% of portfolio
29,020
Q3 2025 Reduced 8.25%
$0
$2.55 Million 0.31% of portfolio
18,116
Q3 2025 Reduced 6.42%
$0
$2.45 Million 0.3% of portfolio
11,841
Q3 2025 Added 1.88%
$0
$2.49 Million 0.3% of portfolio
52,284
Q3 2025 Reduced 10.66%
$0
$2.39 Million 0.29% of portfolio
21,624
Q3 2025 Reduced 11.99%
$0
$2.27 Million 0.28% of portfolio
11,610
Q3 2025 Added 54.06%
$0
$2.34 Million 0.28% of portfolio
3,904
Q3 2025 Reduced 5.91%
$0
$2.26 Million 0.27% of portfolio
16,165
Q3 2025 New
$0
$2.1 Million 0.26% of portfolio
17,691
Q3 2025 Reduced 8.32%
$0
$2.17 Million 0.26% of portfolio
17,429
Q3 2025 Reduced 0.77%
$0
$1.87 Million 0.23% of portfolio
58,990
Q3 2025 Reduced 11.81%
$0
$1.85 Million 0.22% of portfolio
36,143
Q3 2025 Reduced 36.23%
$0
$1.78 Million 0.22% of portfolio
33,173
Q3 2025 Added 5.61%
$0
$1.76 Million 0.21% of portfolio
21,202
Q3 2025 Reduced 4.14%
$0
$1.67 Million 0.2% of portfolio
42,095
Q3 2025 Added 5.73%
$0
$1.54 Million 0.19% of portfolio
32,880
Q3 2025 Reduced 0.87%
$0
$1.59 Million 0.19% of portfolio
46,922
Q3 2025 Added 7.32%
$0
$1.47 Million 0.18% of portfolio
23,792
Q3 2025 New
$0
$1.48 Million 0.18% of portfolio
37,284
Q3 2025 Added 31.95%

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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