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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.69 Million 0.35% of portfolio
58,524
Q2 2025 Reduced 2.81%
$0
$2.7 Million 0.35% of portfolio
24,569
Q2 2025 Reduced 93.93%
$0
$2.61 Million 0.34% of portfolio
31,630
Q2 2025 Added 372.72%
$0
$2.58 Million 0.34% of portfolio
19,359
Q2 2025 Reduced 2.02%
$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%
$0
$2.39 Million 0.31% of portfolio
18,571
Q2 2025 New
$53.5B
$2.32 Million 0.3% of portfolio
37,259
Q2 2025 Reduced 3.76%
$0
$2.29 Million 0.3% of portfolio
4,149
Q2 2025 Added 7.85%
$0
$2.27 Million 0.3% of portfolio
11,622
Q2 2025 Reduced 14.33%
$1.24T
$2.22 Million 0.29% of portfolio
12,501
Q2 2025 Added 7.08%
$0
$2.11 Million 0.28% of portfolio
19,297
Q2 2025 Reduced 13.28%
$1.08T
$2.05 Million 0.27% of portfolio
6,465
Q2 2025 Added 2.77%
$0
$2.05 Million 0.27% of portfolio
66,886
Q2 2025 Reduced 17.8%
$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%
$0
$1.68 Million 0.22% of portfolio
31,411
Q2 2025 Reduced 0.49%
$0
$1.64 Million 0.22% of portfolio
17,564
Q2 2025 Reduced 1.9%
$0
$1.7 Million 0.22% of portfolio
15,457
Q2 2025 Reduced 20.49%
$138B
$1.52 Million 0.2% of portfolio
62,764
Q2 2025 Reduced 5.09%
$0
$1.51 Million 0.2% of portfolio
39,813
Q2 2025 Reduced 0.77%
$0
$1.53 Million 0.2% of portfolio
16,683
Q2 2025 Added 20.66%
$0
$1.54 Million 0.2% of portfolio
33,170
Q2 2025 Added 18.76%
$0
$1.47 Million 0.19% of portfolio
43,166
Q2 2025 New
$551B
$1.47 Million 0.19% of portfolio
4,148
Q2 2025 Added 3.44%
$0
$1.48 Million 0.19% of portfolio
29,416
Q2 2025 New
$52.5B
$1.47 Million 0.19% of portfolio
7,191
Q2 2025 Reduced 3.59%
$0
$1.47 Million 0.19% of portfolio
43,722
Q2 2025 Added 18.89%
$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%
$0
$1.31 Million 0.17% of portfolio
7,536
Q2 2025 Added 272.52%
$94.4B
$1.27 Million 0.17% of portfolio
17,866
Q2 2025 Added 43.73%
$0
$1.27 Million 0.17% of portfolio
6,533
Q2 2025 Added 0.21%
$229B
$1.29 Million 0.17% of portfolio
8,832
Q2 2025 Added 2.48%
$0
$1.19 Million 0.16% of portfolio
27,944
Q2 2025 Added 14.0%
$0
$1.2 Million 0.16% of portfolio
6,785
Q2 2025 Reduced 68.8%
$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%
$0
$1.07 Million 0.14% of portfolio
28,256
Q2 2025 Added 18.03%
$0
$1.07 Million 0.14% of portfolio
12,874
Q2 2025 Reduced 4.61%
$0
$971,000 0.13% of portfolio
11,407
Q2 2025 Reduced 6.1%

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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