TRUE Private Wealth Advisors Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$998.1M

Holdings

266

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (266 positions)

#StockSharesValue% PortfolioType
201
SMMDISHARES TR
4,309$322K0.03%
202
KOCOCA COLA CO
4,616$322K0.03%
203
DEDEERE & CO
690$321K0.03%
204
WYWEYERHAEUSER CO MTN BE
13,376$316K0.03%
205
IGVISHARES TR
2,930$309K0.03%
206
USMVISHARES TR
3,286$309K0.03%
207
VTWVVANGUARD SCOTTSDALE FDS
1,934$309K0.03%
208
VRTXVERTEX PHARMACEUTICALS INC
676$306K0.03%
209
MUBISHARES TR
2,803$300K0.03%
210
CEGCONSTELLATION ENERGY CORP
836$295K0.03%
211
TSMTAIWAN SEMICONDUCTOR MFG LTD
963$292K0.03%
212
EFVISHARES TR
4,095$292K0.03%
213
SYKSTRYKER CORPORATION
829$291K0.03%
214
BILSPDR SERIES TRUST
3,119$285K0.03%
215
PYPLPAYPAL HLDGS INC
4,757$277K0.03%
216
AMPLAMPLITUDE INC
23,557$272K0.03%
217
ETHEGRAYSCALE ETHEREUM TRUST ETF
11,176$272K0.03%
218
LINLINDE PLC
638$272K0.03%
219
SPTMSPDR SERIES TRUST
3,260$268K0.03%
220
CWTCALIFORNIA WTR SVC GROUP
6,200$268K0.03%
221
SCHWSCHWAB CHARLES CORP
2,654$265K0.03%
222
ITA*ISHARES TR
1,234$265K0.03%
223
AONAON PLC
746$263K0.03%
224
GEVGE VERNOVA INC
404$263K0.03%
225
TTTRANE TECHNOLOGIES PLC
666$259K0.03%
226
TSLRGRANITESHARES ETF TR
8,098$259K0.03%
227
MTUMISHARES TR
1,039$259K0.03%
228
AMGNAMGEN INC
784$256K0.03%
229
KEYSKEYSIGHT TECHNOLOGIES INC
1,244$252K0.03%
230
VGKVANGUARD INTL EQUITY INDEX F
2,978$249K0.02%
231
RBLXROBLOX CORP
3,035$245K0.02%
232
IDV*ISHARES TR
6,225$245K0.02%
233
AZOAUTOZONE INC
72$244K0.02%
234
GRMNGARMIN LTD
1,198$243K0.02%
235
METMETLIFE INC
3,047$240K0.02%
236
GILDGILEAD SCIENCES INC
1,935$237K0.02%
237
IRMIRON MTN INC DEL
2,813$233K0.02%
238
STGWSTAGWELL INC
47,594$232K0.02%
239
VTIVANGUARD INDEX FDS
681$228K0.02%
240
SHOPSHOPIFY INC
1,416$227K0.02%
241
ARKBARK 21SHARES BITCOIN ETF
7,800$226K0.02%
242
PSAPUBLIC STORAGE OPER CO
870$225K0.02%
243
EEMISHARES TR
4,101$224K0.02%
244
TDYTELEDYNE TECHNOLOGIES INC
440$224K0.02%
245
BTCGRAYSCALE BITCOIN MINI TR ET
5,761$223K0.02%
246
TXNTEXAS INSTRS INC
1,284$222K0.02%
247
KMIKINDER MORGAN INC DEL
8,077$222K0.02%
248
SMTCSEMTECH CORP
3,000$221K0.02%
249
RDVYFIRST TR EXCHANGE TRADED FD
3,065$212K0.02%
250
CRDOCREDO TECHNOLOGY GROUP HOLDI
1,459$209K0.02%
251
TMOTHERMO FISHER SCIENTIFIC INC
360$208K0.02%
252
VVVANGUARD INDEX FDS
657$206K0.02%
253
PDBCINVESCO ACTVELY MNGD ETC FD
15,491$205K0.02%
254
PAYXPAYCHEX INC
1,829$205K0.02%
255
NVONOVO-NORDISK A S
4,017$204K0.02%
256
SNAPSNAP INC
25,260$203K0.02%
257
PGRPROGRESSIVE CORP
892$203K0.02%
258
WMWASTE MGMT INC DEL
924$203K0.02%
259
CMCSACOMCAST CORP NEW
6,773$202K0.02%
260
NVDUDIREXION SHS ETF TR
1,716$201K0.02%
261
MOSMOSAIC CO NEW
8,320$200K0.02%
262
DNPDNP SELECT INCOME FD INC
10,413$104K0.01%
263
ACBAURORA CANNABIS INC
11,884$50K0.01%
264
LACLITHIUM AMERS CORP NEW
10,960$47K0.00%
265
BXMT 5.5 03/15/27BLACKSTONE MORTGAGE TRUST IN
13,000$12K0.00%
266
NNVCNANOVIRICIDES INC
10,000$11K0.00%
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