True Private Wealth Advisors Portfolio Stock Holdings
According to the SEC 13F filed on October 19, 2026, True Private Wealth Advisors disclosed 288 stock positions valued at approximately $1.18B as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, ISHARES INC, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 288
- Portfolio Value
- $1.18B
Holdings by Sector
True Private Wealth Advisors Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IXUS | Other | 7.10% | 878,788 | +16,661 | +1.93% | $83,476,150 |
| ISHARES INC | EMXC | Other | 4.19% | 497,553 | +6,379 | +1.30% | $49,297,641 |
| ISHARES TR | IEUR | Other | 3.44% | 548,241 | +6,924 | +1.28% | $40,405,397 |
| ISHARES INC | EWJ | Other | 3.33% | 401,455 | +8,303 | +2.11% | $39,125,857 |
| ISHARES TR | SOXX | Other | 3.28% | 67,762 | +53 | +0.08% | $38,532,610 |
| ISHARES TR | IBTJ | Other | 3.07% | 1,702,962 | +32,992 | +1.98% | $36,145,370 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 3.04% | 171,971 | +1,927 | +1.13% | $35,773,456 |
| ISHARES TR | IBIE | Other | 2.87% | 1,317,342 | +29,183 | +2.27% | $33,803,008 |
| ISHARES TR | IBIG | Other | 2.87% | 1,340,745 | +32,583 | +2.49% | $33,746,556 |
| ISHARES TR | IBTL | Other | 2.86% | 1,728,921 | +40,244 | +2.38% | $33,662,102 |
| ZACKS TRUST | SMIZ | Other | 2.73% | 785,199 | +8,295 | +1.07% | $32,138,236 |
| APPLE INC | AAPL | Technology | 2.72% | 96,059 | -749 | -0.77% | $31,989,882 |
| ISHARES TR | ITOT | Other | 2.71% | 191,953 | +2,305 | +1.22% | $31,918,080 |
| FIRST TR EXCHANGE-TRADED FD | FDL | Other | 2.67% | 639,080 | +11,651 | +1.86% | $31,385,232 |
| ISHARES GOLD TR | IAU | Other | 2.62% | 394,641 | +5,386 | +1.38% | $30,821,517 |
| VANECK ETF TRUST | CLOI | Other | 2.51% | 556,318 | +97,956 | +21.37% | $29,468,186 |
| ALPS ETF TR | AMLP | Other | 2.49% | 565,210 | +9,667 | +1.74% | $29,317,459 |
| BARCLAYS BANK PLC | VXX | Other | 2.03% | 1,354,128 | +1,323,451 | +4314.15% | $23,846,197 |
| ISHARES TR | IWM | Other | 1.95% | 82,714 | +1,485 | +1.83% | $22,985,560 |
| FIRST TR EXCHANGE TRADED FD | AIRR | Other | 1.76% | 200,997 | +11,737 | +6.20% | $20,751,005 |
| VANGUARD WORLD FD | VGT | Other | 1.56% | 146,138 | +6,473 | +4.63% | $18,365,254 |
| INVESCO EXCH TRADED FD TR II | SPHB | Other | 1.52% | 118,276 | -4,668 | -3.80% | $17,827,856 |
| MICROSOFT CORP | MSFT | Technology | 1.43% | 32,899 | +23 | +0.07% | $16,873,961 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.39% | 503,208 | +29,577 | +6.24% | $16,369,362 |
| NVIDIA CORPORATION | NVDA | Technology | 1.36% | 70,074 | -2,302 | -3.18% | $16,003,504 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.21% | 13,395 | -1,059 | -7.33% | $14,267,971 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.90% | 42,295 | -252 | -0.59% | $10,537,833 |
| ISHARES TR | AOR | Other | 0.81% | 139,822 | +17,212 | +14.04% | $9,580,620 |
| ZACKS TRUST | ZECP | Other | 0.76% | 241,325 | +7,425 | +3.17% | $8,955,587 |
| VANGUARD INDEX FDS | VOO | Other | 0.73% | 12,191 | -94 | -0.77% | $8,544,662 |
Showing 30 of 288 holdings in the latest reporting period.