TRUE Private Wealth Advisors Q2 2025 Filing

Filed August 11, 2025

Portfolio Value

$890.0M

Holdings

244

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (244 positions)

StockValue
IXUSISHARES TR
$49.9M
IBTHISHARES TR
$44.5M
IBIEISHARES TR
$42.7M
IBMSISHARES TR
$42.5M
IBIGISHARES TR
$39.3M
IBTLISHARES TR
$39.1M
RSPINVESCO EXCHANGE TRADED FD T
$38.3M
EMXCISHARES INC
$34.1M
FDLFIRST TR EXCHANGE-TRADED FD
$31.9M
ITOTISHARES TR
$31.8M
IEURISHARES TR
$28.0M
SMIZZACKS TRUST
$22.8M
AAPLAPPLE INC
$22.1M
CLOIVANECK ETF TRUST
$19.1M
COMTISHARES U S ETF TR
$16.7M
MSFTMICROSOFT CORP
$16.3M
AMLPALPS ETF TR
$16.1M
IWMISHARES TR
$14.5M
VGTVANGUARD WORLD FD
$13.2M
SCHDSCHWAB STRATEGIC TR
$11.5M
NVDANVIDIA CORPORATION
$10.9M
AMZNAMAZON COM INC
$10.1M
ZECPZACKS TRUST
$8.7M
AORISHARES TR
$7.2M
VOOVANGUARD INDEX FDS
$6.9M
JPMJPMORGAN CHASE & CO.
$6.8M
BRK/BBERKSHIRE HATHAWAY INC DEL
$5.9M
LLYELI LILLY & CO
$5.7M
COSTCOSTCO WHSL CORP NEW
$5.2M
NVDLGRANITESHARES ETF TR
$5.0M
ABBVABBVIE INC
$4.9M
GSGOLDMAN SACHS GROUP INC
$4.9M
CVXCHEVRON CORP NEW
$4.8M
JNJJOHNSON & JOHNSON
$4.8M
GQ9SPDR GOLD TR
$4.5M
XOMEXXON MOBIL CORP
$4.2M
EMREMERSON ELEC CO
$4.2M
BROSDUTCH BROS INC
$4.2M
ARKKARK ETF TR
$4.0M
SPABSPDR SERIES TRUST
$3.7M
MMM3M CO
$3.7M
IWDISHARES TR
$3.7M
URIUNITED RENTALS INC
$3.6M
USBUS BANCORP DEL
$3.5M
IJHISHARES TR
$3.5M
AQLTISHARES TR
$3.3M
PEPPEPSICO INC
$3.2M
GOOGLALPHABET INC
$3.2M
SMOTVANECK ETF TRUST
$3.1M
ONEQFIDELITY COMWLTH TR
$3.0M
XLUSELECT SECTOR SPDR TR
$3.0M
IVVISHARES TR
$2.9M
FLOTISHARES TR
$2.9M
SOXXISHARES TR
$2.8M
SPDWSPDR INDEX SHS FDS
$2.8M
AGZISHARES TR
$2.7M
AOMISHARES TR
$2.7M
CWBSPDR SERIES TRUST
$2.6M
VYMVANGUARD WHITEHALL FDS
$2.6M
MUMICRON TECHNOLOGY INC
$2.5M
BACVERIZON COMMUNICATIONS INC
$2.5M
METAMETA PLATFORMS INC
$2.5M
XMMOINVESCO EXCHANGE TRADED FD T
$2.4M
IAU*ISHARES GOLD TR
$2.3M
NDQINVESCO QQQ TR
$2.3M
IVEISHARES TR
$2.3M
FNGUBANK MONTREAL QUE
$2.3M
GOOGALPHABET INC
$2.2M
IJRISHARES TR
$2.1M
TSLATESLA INC
$2.1M
PFFISHARES TR
$2.1M
IBMINTERNATIONAL BUSINESS MACHS
$2.0M
AMZUDIREXION SHS ETF TR
$1.9M
FBLGRANITESHARES ETF TR
$1.9M
MSFUDIREXION SHS ETF TR
$1.9M
IEMGISHARES INC
$1.9M
GBTCGRAYSCALE BITCOIN TRUST ETF
$1.9M
SHYISHARES TR
$1.8M
FTNTFORTINET INC
$1.7M
IVWISHARES TR
$1.7M
CRMSALESFORCE INC
$1.6M
TECLDIREXION SHS ETF TR
$1.6M
WFCWELLS FARGO CO NEW
$1.6M
VMBSVANGUARD SCOTTSDALE FDS
$1.5M
BILSPDR SERIES TRUST
$1.5M
PFEPFIZER INC
$1.5M
HEFAISHARES TR
$1.5M
ARKFARK ETF TR
$1.5M
VVISA INC
$1.5M
PANWPALO ALTO NETWORKS INC
$1.5M
ICOWPACER FDS TR
$1.5M
SPIBSPDR SERIES TRUST
$1.5M
BABOEING CO
$1.4M
DWDMORGAN STANLEY
$1.3M
IYWISHARES TR
$1.3M
RTXRTX CORPORATION
$1.3M
VBRVANGUARD INDEX FDS
$1.3M
NKENIKE INC
$1.3M
AAPUDIREXION SHS ETF TR
$1.3M
BITBBITWISE BITCOIN ETF TR
$1.2M
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