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TRUE Private Wealth Advisors

All holdings · as of Dec 31, 2025

266 positions

CompanyClassValueShares% of portfolio
VANGUARD INDEX FDS—$1.31M6,8600.1%
Palo Alto Networks Inc—$1.29M6,9780.1%
CATERPILLAR INC—$1.28M2,2260.1%
KEYCORP /NEW—$1.24M59,8690.1%
VANGUARD INDEX FDS—$1.23M5,7890.1%
UNITEDHEALTH GROUP INC—$1.21M3,6650.1%
Fortinet Inc—$1.18M14,8770.1%
Broadcom Inc.—$1.13M3,2790.1%
CISCO SYSTEMS, INC.—$1.08M14,0490.1%
VANGUARD SCOTTSDALE FDS—$1.08M13,4940.1%
SPDR INDEX SHS FDS—$1.07M16,6880.1%
NIKE, Inc.—$1.04M16,3820.1%
INVESCO EXCH TRADED FD TR II—$1.04M8,9030.1%
PROCTER & GAMBLE Co—$1.02M7,1270.1%
BITWISE BITCOIN ETF TR—$1.01M21,2980.1%
DIREXION SHS ETF TR—$1.01M13,7310.1%
Philip Morris International Inc.—$989.2K6,1670.1%
PROSHARES TR—$971.7K18,4310.1%
VANGUARD SCOTTSDALE FDS—$968.3K10,4910.1%
ISHARES TR—$953.7K2,0150.1%
FIDELITY COMWLTH TR—$936.9K10,2510.1%
ISHARES TR—$926.6K36,4360.1%
ISHARES TR—$925.5K36,4530.1%
ISHARES TR—$915.2K10,2190.1%
LAM RESEARCH CORP—$884.3K5,1660.1%
VANGUARD INDEX FDS—$855.7K1,7540.1%
DIREXION SHS ETF TR—$844.6K44,1940.1%
BANK OF AMERICA CORP /DE—$827.4K15,0430.1%
Palantir Technologies Inc—$794.8K4,4710.1%
Netflix Inc—$781.7K8,3370.1%
Merck & Co., Inc.—$757.2K7,1940.1%
BERKSHIRE HATHAWAY INC DEL—$754.8K10.1%
VANGUARD SCOTTSDALE FDS—$729.4K12,4200.1%
ISHARES TR—$727.1K27,9010.1%
Blackstone Inc—$724.1K4,6980.1%
ISHARES TR—$701.7K27,4380.1%
ABBOTT LABORATORIES—$648.1K5,1730.1%
DIREXION SHS ETF TR—$619.5K11,0910.1%
ZACKS TRUST—$618.7K20,7610.1%
ISHARES TR—$618.4K1,6560.1%
ALASKA AIR GROUP, INC.—$603.1K11,9900.1%
KROGER CO—$588.6K9,4210.1%
DIREXION SHS ETF TR—$582.4K9,1170.1%
MCDONALD'S CORP—$575.6K1,8830.1%
ISHARES TR—$572.6K6,2070.1%
J P MORGAN EXCHANGE TRADED F—$571.8K11,3030.1%
ISHARES TR—$569.1K8,1990.1%
Airbnb, Inc.—$558.0K4,1110.1%
CrowdStrike Holdings, Inc.—$554.5K1,1830.1%
BRISTOL MYERS SQUIBB CO—$552.1K10,2360.1%
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