Institutions / TRUE Private Wealth Advisors
TRUE Private Wealth Advisors
CIK 1667074 · Institution · as of Dec 31, 2025
Portfolio value
$998.13M
Positions
266
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 266 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares MSCI UAE ETF | $60.44M | 6.1% |
| iShares Tr | $43.81M | 4.4% |
| iShares Inc | $42.47M | 4.3% |
| iShares Tr | $42.46M | 4.3% |
| iShares Tr | $42.30M | 4.2% |
| iShares Tr | $39.82M | 4.0% |
| iShares Tr | $39.03M | 3.9% |
| Invesco Exchange Traded Fd T | $38.76M | 3.9% |
| iShares Tr | $36.25M | 3.6% |
| iShares MSCI UAE ETF | $33.72M | 3.4% |
| First Tr Exchange-Traded Fd | $32.85M | 3.3% |
| Apple Inc. | $28.63M | 2.9% |
| Zacks Trust | $21.91M | 2.2% |
| iShares Tr | $19.41M | 1.9% |
| VanEck ETF Trust | $18.89M | 1.9% |
| iShares U S ETF Tr | $17.13M | 1.7% |
| Alps ETF Tr | $16.65M | 1.7% |
| iShares Tr | $15.80M | 1.6% |
| Microsoft Corp | $15.58M | 1.6% |
| Vanguard World Fd | $14.69M | 1.5% |
| iShares Tr | $13.71M | 1.4% |
| NVIDIA Corp | $12.72M | 1.3% |
| Schwab Strategic Tr | $12.52M | 1.3% |
| Amazon.com Inc | $10.40M | 1.0% |
| Zacks Trust | $8.82M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.