True Wealth Advisors, LLC Purchases and Sells in Q4 2025

True Wealth Advisors, LLC

$307 Million
Q4 2025

Top Buys

Incresed Positions

83 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FBND	274K + 156.44%	$46.2 - $46.85 $12.6M - $12.8M	449K $20.8M
QQQ	2.96K + 19.06%	$589.5 - $635.77 $1.74M - $1.88M	18.5K $11.2M
DBEF	19.2K + 5.92%	$46.45 - $49.01 $893K - $942K	344K $16.6M
XLE	8.39K + 98.72%	$85.22 - $92.02 $715K - $772K	16.9K $1.55M
DRSK	24.4K + 6.05%	$28.98 - $29.71 $706K - $724K	427K $12.4M
IGRO	6.88K + 8.79%	$78.71 - $81.58 $541K - $561K	85K $6.9M

New Holdings

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYV	104K New	$54.27 - $56.85 $5.66M - $5.93M	104K $5.85M
MINO	11.4K New	$45.17 - $45.79 $516K - $523K	11.4K $520K
HII	1.45K New	$280.02 - $324.19 $406K - $470K	1.45K $455K
PWR	997 New	$412.21 - $453.83 $411K - $452K	997 $428K
ULTA	793 New	$506.07 - $566.91 $401K - $450K	793 $419K
FTGC	15.2K New	$25.56 - $27.34 $388K - $415K	15.2K $408K

Top Sells

Reduced Positions

110 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACIO	-122K - 35.27%	$43.05 - $44.51 $5.26M - $5.44M	224K $9.77M
FTSL	-46.8K - 32.55%	$45.62 - $45.98 $2.13M - $2.15M	97K $4.46M
SFBS	-100 - 0.15%	$68.87 - $82.36 $6.89K - $8.24K	65.5K $4.66M
SPAB	-23.5K - 25.11%	$25.75 - $26.12 $605K - $613K	70K $1.81M
SCHD	-19.5K - 10.21%	$26.44 - $27.53 $517K - $538K	172K $4.68M
IIPR	-1.49K - 2.04%	$48.43 - $56.64 $71.9K - $84.1K	71.2K $3.45M

Activity Summary All Purchases 111 New Holdings 28 Increased Positions 83 All Sells 110 Reductions 110 Sold out 0 Calls 0 Puts 0

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