True Private Wealth Advisors Portfolio Holdings

True Private Wealth Advisors

  • $823 Million
  • Q3 2025

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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$27.4 Million 3.33% of portfolio
107,548
Q3 2025 Reduced 0.3%
$3.78T
$16.8 Million 2.04% of portfolio
32,430
Q3 2025 Reduced 0.95%
$465B
$12.9 Million 1.57% of portfolio
69,400
Q3 2025 Added 0.51%
$2.39T
$9.95 Million 1.21% of portfolio
45,324
Q3 2025 Reduced 1.6%
$881B
$6.95 Million 0.84% of portfolio
22,043
Q3 2025 Reduced 5.61%
$414B
$6.25 Million 0.76% of portfolio
27,010
Q3 2025 Added 1.44%
$662B
$6.08 Million 0.74% of portfolio
12,102
Q3 2025 Added 0.05%
$522B
$5.99 Million 0.73% of portfolio
32,314
Q3 2025 Added 3.76%
$971B
$5.64 Million 0.69% of portfolio
7,393
Q3 2025 Added 0.37%
$303B
$5.2 Million 0.63% of portfolio
33,476
Q3 2025 Reduced 0.92%
$265B
$4.75 Million 0.58% of portfolio
5,970
Q3 2025 Reduced 13.45%
$404B
$4.8 Million 0.58% of portfolio
5,188
Q3 2025 Reduced 1.22%
$1.65T
$4.68 Million 0.57% of portfolio
19,250
Q3 2025 Added 5.64%
$490B
$4.55 Million 0.55% of portfolio
40,315
Q3 2025 Added 2.4%
$55.9B
$4.06 Million 0.49% of portfolio
4,250
Q3 2025 Reduced 10.3%
$75.4B
$3.84 Million 0.47% of portfolio
29,259
Q3 2025 Reduced 7.11%
$91.4B
$3.78 Million 0.46% of portfolio
24,343
Q3 2025 Added 1.05%
$204B
$3.38 Million 0.41% of portfolio
24,048
Q3 2025 Reduced 1.2%
$268B
$3.39 Million 0.41% of portfolio
20,233
Q3 2025 Reduced 0.75%
$1.74T
$3.32 Million 0.4% of portfolio
13,626
Q3 2025 Added 9.0%
$2.12B
$3.16 Million 0.38% of portfolio
60,450
Q3 2025 Reduced 1.41%
$1.29T
$2.81 Million 0.34% of portfolio
6,324
Q3 2025 Reduced 2.18%
$172B
$2.57 Million 0.31% of portfolio
58,412
Q3 2025 Added 0.93%
$1.37T
$2.24 Million 0.27% of portfolio
3,049
Q3 2025 Reduced 9.34%
$266B
$2.03 Million 0.25% of portfolio
7,178
Q3 2025 Added 6.93%
$51.1B
$1.99 Million 0.24% of portfolio
22,157
Q3 2025 Added 1.37%
$317B
$1.86 Million 0.23% of portfolio
22,234
Q3 2025 Added 8.45%
$141B
$1.69 Million 0.21% of portfolio
66,317
Q3 2025 Added 5.66%
$533B
$1.45 Million 0.18% of portfolio
4,242
Q3 2025 Added 2.27%
$270B
$1.51 Million 0.18% of portfolio
9,488
Q3 2025 Added 0.25%
$114B
$1.44 Million 0.18% of portfolio
6,694
Q3 2025 Added 1.45%
$61.4B
$1.45 Million 0.18% of portfolio
7,102
Q3 2025 Reduced 1.24%
$258B
$1.48 Million 0.18% of portfolio
8,843
Q3 2025 Added 0.12%
$237B
$1.42 Million 0.17% of portfolio
6,008
Q3 2025 Reduced 0.36%
$300B
$1.28 Million 0.16% of portfolio
3,705
Q3 2025 Added 138.72%
$64.9B
$1.31 Million 0.16% of portfolio
15,631
Q3 2025 Reduced 3.54%
$291B
$1.13 Million 0.14% of portfolio
2,369
Q3 2025 Reduced 11.54%
$79.2B
$1.15 Million 0.14% of portfolio
16,422
Q3 2025 Reduced 8.08%
$16.4B
$1.18 Million 0.14% of portfolio
63,199
Q3 2025 Reduced 1.17%
$139B
$1.16 Million 0.14% of portfolio
3,519
Q3 2025 Reduced 1.35%
$346B
$1.1 Million 0.13% of portfolio
7,161
Q3 2025 Added 1.2%
$49.1B
$947,000 0.12% of portfolio
790
Q3 2025 Reduced 1.5%
$237B
$987,000 0.12% of portfolio
6,087
Q3 2025 Reduced 0.25%
$319B
$985,000 0.12% of portfolio
14,406
Q3 2025 Reduced 11.77%
$413B
$844,000 0.1% of portfolio
16,373
Q3 2025 Added 0.42%
$98.1B
$812,000 0.1% of portfolio
4,754
Q2 2025 Reduced 10.79%
$342B
$772,000 0.09% of portfolio
4,235
Q3 2025 Added 27.71%
$453B
$754,000 0.09% of portfolio
1
Q2 2017 New
$228B
$691,000 0.08% of portfolio
5,161
Q3 2025 Reduced 0.9%

Summary

  • Portfolio
  • No. of Stocks 264
  • Current Value $823 Million
  • Prior Value $762 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 113 stocks
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