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 Market Cap. of $200 Billions or more
