TRUE Private Wealth Advisors
CIK 1667074
13F filing for Q2 2026・No. 2,333
- Holdings
- US$1.16B
- Quarter change
- +US$109.73M
- Entries
- 283
- Net bought (estimate)
- −US$1.87M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 30
- Sold out 13
- Cut 119
- Added 113
- Corporate actions 2
- Unchanged 21
Largest holdings
283 stocks worth US$1.16B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES TRCORE MSCI TOTAL | Cut | 862,127 | US$82.28M | 7.10% |
| EMXCISHARES INCMSCI EMRG CHN | Cut | 491,174 | US$50.25M | 4.34% |
| ISHARES TRISHARES SEMICDTR | Added | 67,709 | US$43.39M | 3.74% |
| ISHARES TRCORE MSCI EURO | Cut | 541,317 | US$40.69M | 3.51% |
| ISHARES INCMSCI JAPAN ETF | Added | 393,152 | US$36.67M | 3.16% |
| RSPINVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | Cut | 170,044 | US$36.18M | 3.12% |
| ISHARES TRIBONDS 29 TRM TS | Cut | 1,669,970 | US$36.15M | 3.12% |
| ZACKS TRUSTSMALL/MID CAP | Added | 776,904 | US$34.67M | 2.99% |
| ISHARES TRIBONDS OCT 2030 | Cut | 1,308,162 | US$34.35M | 2.96% |
| ISHARES TRIBONDS DEC 2031 | Cut | 1,688,677 | US$34.09M | 2.94% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 23, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.