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 Market Cap. of $10 Billions to $200 Billions
