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
$47.8B
$656,000 0.08% of portfolio
9,736
Q3 2025 Reduced 3.32%
$306B
$639,000 0.08% of portfolio
9,640
Q3 2025 Added 27.18%
$235B
$622,000 0.08% of portfolio
7,417
Q3 2025 Added 6.64%
$5.29B
$590,000 0.07% of portfolio
11,864
Q3 2025 Reduced 11.46%
$418B
$538,000 0.07% of portfolio
3,015
Q3 2025 Added 0.84%
$42.8B
$593,000 0.07% of portfolio
1,981
Q3 2025 Added 0.46%
$593B
$586,000 0.07% of portfolio
2,085
Q3 2025 Reduced 11.43%
$367B
$561,000 0.07% of portfolio
1,386
Q3 2025 Added 3.36%
$1.67B
$536,000 0.07% of portfolio
11,931
Q3 2025 Reduced 0.01%
$115B
$550,000 0.07% of portfolio
1,122
Q3 2025 Added 0.9%
$97.3B
$536,000 0.07% of portfolio
6,345
Q3 2025 Reduced 0.06%
$224B
$576,000 0.07% of portfolio
1,898
Q3 2025 Added 16.23%
$5.57B
$556,000 0.07% of portfolio
6,267
Q2 2025 Added 0.02%
$187B
$453,000 0.06% of portfolio
2,725
Q3 2025 Added 8.87%
$954M
$454,000 0.06% of portfolio
12,615
Q3 2025 Reduced 4.45%
$279B
$517,000 0.06% of portfolio
5,018
Q3 2025 Reduced 2.07%
$512B
$473,000 0.06% of portfolio
832
Q3 2025 Added 8.76%
$35.1B
$520,000 0.06% of portfolio
4,184
Q2 2025 Added 13.88%
$104B
$463,000 0.06% of portfolio
7,021
Q3 2025 Added 8.5%
$99.5B
$456,000 0.06% of portfolio
10,133
Q3 2025 Reduced 8.2%
$46.9B
$499,000 0.06% of portfolio
4,113
Q3 2025 Reduced 6.82%
$181B
$524,000 0.06% of portfolio
18,568
Q3 2025 Added 10.52%
$388B
$513,000 0.06% of portfolio
3,174
Q3 2025 Added 7.89%
$193B
$442,000 0.05% of portfolio
3,866
Q3 2025 Added 1.71%
$55.8B
$420,000 0.05% of portfolio
3,034
Q3 2025 Reduced 17.67%
$73.7B
$401,000 0.05% of portfolio
4,770
Q3 2025 Reduced 2.51%
$52.1B
$376,000 0.05% of portfolio
31,515
Q3 2025 Added 0.6%
$86.1B
$436,000 0.05% of portfolio
1,260
Q2 2025 Reduced 1.25%
$96.4B
$442,000 0.05% of portfolio
3,578
Q3 2025 Added 0.17%
$328B
$399,000 0.05% of portfolio
1,328
Q3 2025 Added 0.91%
$132B
$405,000 0.05% of portfolio
1,928
Q3 2025 Added 2.34%
$143B
$293,000 0.04% of portfolio
8,761
Q3 2025 Reduced 4.24%
$111B
$349,000 0.04% of portfolio
1,061
Q2 2025 New
$136B
$295,000 0.04% of portfolio
799
Q3 2025 Reduced 0.5%
$16.4B
$332,000 0.04% of portfolio
13,393
Q3 2025 Reduced 0.24%
$144B
$314,000 0.04% of portfolio
688
Q3 2025 Reduced 7.53%
$71.6B
$310,000 0.04% of portfolio
4,637
Q3 2025 Reduced 6.08%
$73.2B
$308,000 0.04% of portfolio
72
Q3 2025 Added 24.14%
$633M
$343,000 0.04% of portfolio
61,002
Q2 2025 Reduced 0.22%
$193B
$332,000 0.04% of portfolio
744
Q3 2025 Reduced 0.53%
$111B
$328,000 0.04% of portfolio
840
Q3 2025 Reduced 11.11%
$26.6B
$304,000 0.04% of portfolio
2,987
Q3 2025 Added 0.37%
$2.51B
$330,000 0.04% of portfolio
7,200
Q2 2018 New
$43.5B
$318,000 0.04% of portfolio
2,479
Q1 2024 Reduced 0.2%
$190B
$310,000 0.04% of portfolio
3,063
Q3 2025 Added 3.34%
$2.12B
$343,000 0.04% of portfolio
13,326
Q3 2025 Added 1.49%
$96.9B
$281,000 0.03% of portfolio
666
Q2 2025 Added 0.76%
$711M
$252,000 0.03% of portfolio
23,557
Q2 2025 New
$183B
$221,000 0.03% of portfolio
784
Q2 2025 Reduced 0.88%

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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