True Private Wealth Advisors Portfolio Changes in Q2 2026

As of June 30, 2026, True Private Wealth Advisors held a total portfolio value of approximately $10.23 billion across various holdings.

Significant Purchases This Quarter

The firm demonstrated considerable buying activity during the second quarter of 2026, adding substantial weight to several positions:

• EWJ, ISHARES INC (EWJ), saw its position increase by a massive +846.05% in terms of shares and value, driven primarily by share growth.
• AIRR, FIRST TR EXCHANGE TRADED FD (AIRR), experienced an enormous increase of +1557.12%, adding nearly 400% more shares to the portfolio.
• SPHB, INVESCO EXCH TRADED FD TR II (SPHB), was added with a significant +1498.75%, representing one of the largest new purchases in terms of percentage change.
• VGT, VANGUARD WORLD FD (VGT), also saw substantial buying, with a notable +703.13% increase and corresponding share growth.
• ISHARES TR (AMLP) was added to the portfolio following its portfolio, showing an increase of +45.05%, though it remains a smaller position (2.49%) compared to others.
• ISHARES TR (NVDL) was added with significant share growth (+192.14%) and value appreciation, indicating strong interest in this holding.

Major Sales Observed

In contrast to the buying activity, True Private Wealth Advisors also divested substantial portions of its portfolio during Q2 2026:

• The largest sale by percentage change was IBTH, ISHARES TR (IBTH), which decreased by -86.77% in shares, effectively exiting a significant position.
• ISHARES TR (IXUS) experienced a notable reduction of -15.64%, impacting its allocation within the portfolio.
• ISHARES TR (EMXC) saw an even larger decrease (-17.52%) in shares, reflecting strategic divestment.
• The firm also sold ISHARES INC (EWJ), though this was part of a previous position and not newly added; the change percentage for EWJ is included here as it represents a sale action from prior period data relative to Q2 2026 holdings.

These sales, including the exit of IBTH, suggest a strategic rebalancing or profit-taking approach by True Private Wealth Advisors during this period. The firm also sold other ETFs like ISHARES TR (AMLP) and FIRST TR EXCHANGE-TRADED FD (AIRR), but these were already existing positions from previous periods.

Impact on Sectors

The changes observed across specific holdings indicate shifts in sector exposure for True Private Wealth Advisors:

• The firm's Technology allocation (9.98%) is highlighted by the significant purchase of SPHB.
• Healthcare saw a boost from purchases like IAU and additions to existing positions such as EWJ (which holds gold, often considered a healthcare play in some contexts).
• The substantial sale of IBTH likely impacted its Technology allocation negatively, given that ISHARES TR ETFs typically focus on technology sectors.

While the overall sector breakdown shows allocations for various categories including Financial Services and Industrials, the detailed changes in holdings provide a clearer picture of where the firm is actively investing or divesting. The remaining sectors appear less affected by these specific transactions disclosed this quarter.

Allocation Shifts

The portfolio's allocation percentages reflect the impact of both buying and selling activities:

• Purchases significantly increased allocations for EWJ (+3.16%), IAU (+0.49%, but already substantial), SPHB (+1.65%), VGT (+1.44%), AMLP (+2.49% from addition, though it was a previous holding), and NVDL.
• Sales decreased allocations for IBTH (-0.43%) and reduced positions like IXUS (-7.1%) and EMXC (-4.34%).

The overall portfolio percentage allocation shows that True Private Wealth Advisors has a diversified approach, with holdings ranging from large allocations (like EWJ at 3.16% of the total) to smaller ones (0.12%) such as IVW and NVDL.