True Private Wealth Advisors Top Holdings and 13F Report (2026) About True Private Wealth AdvisorsInvestment ActivityTrue Private Wealth Advisors has $1.16 billion in total holdings as of June 30, 2026.True Private Wealth Advisors owns shares of 283 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 14.53% of the portfolio was purchased this quarter.About 13.30% of the portfolio was sold this quarter.This quarter, True Private Wealth Advisors has purchased 266 new stocks and bought additional shares in 114 stocks.True Private Wealth Advisors sold shares of 119 stocks and completely divested from 13 stocks this quarter.Largest Holdings iShares Core MSCI Total International Stock ETF $82,281,416iShares MSCI Emerging Markets ex China ETF $50,247,122iShares Semiconductor ETF $43,385,087iShares Core MSCI Europe ETF $40,690,803iShares MSCI Japan ETF $36,669,295 Largest New Holdings this Quarter 77926X320 - ROUNDHILL ETF TRUST $9,736,413 Holding81369Y803 - Technology Select Sector SPDR Fund $1,913,723 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $1,213,738 Holding25461A528 - DIREXION SHARES ETF TRUST $1,103,599 Holding042068205 - ARM HOLDINGS PLC $995,729 Holding Largest Purchases this Quarter iShares MSCI Japan ETF 351,595 shares (about $32.79M)First Trust RBA American Industrial Renaissance ETF 177,839 shares (about $23.70M)Invesco S&P 500 High Beta ETF 115,254 shares (about $17.93M)Vanguard Information Technology ETF 122,275 shares (about $14.61M)iShares Gold Trust 183,599 shares (about $13.86M) Largest Sales this Quarter iShares iBonds Dec 2027 Term Treasury ETF 1,455,971 shares (about $32.57M)BARCLAYS BANK PLC 834,082 shares (about $18.42M)iShares Core MSCI Total International Stock ETF 159,876 shares (about $15.26M)iShares MSCI Emerging Markets ex China ETF 104,326 shares (about $10.67M)iShares S&P 500 Growth ETF 65,649 shares (about $9.03M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTrue Private Wealth Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIXUSiShares Core MSCI Total International Stock ETF$82,281,416$15,258,568 ▼-15.6%862,1277.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$50,247,122$10,672,554 ▼-17.5%491,1744.3%ETFSOXXiShares Semiconductor ETF$43,385,087$225,547 ▲0.5%67,7093.7%ETFIEURiShares Core MSCI Europe ETF$40,690,803$468,459 ▼-1.1%541,3173.5%ETFEWJiShares MSCI Japan ETF$36,669,295$32,793,273 ▲846.1%393,1523.2%ETFRSPInvesco S&P 500 Equal Weight ETF$36,180,348$6,628,014 ▼-15.5%170,0443.1%ETFIBTJiShares iBonds Dec 2029 Term Treasury ETF$36,154,841$3,297,467 ▼-8.4%1,669,9703.1%ETFZACKS TRUST$34,665,441$4,701,607 ▲15.7%776,9043.0%SMALL/MID CAPISHARES TR$34,352,332$2,221,071 ▼-6.1%1,308,1623.0%IBONDS OCT 2030IBTLiShares iBonds Dec 2031 Term Treasury ETF$34,094,392$3,505,126 ▼-9.3%1,688,6772.9%ETFISHARES TR$33,878,590$5,052,836 ▼-13.0%1,288,1592.9%IBONDS OCT 2028ITOTiShares Core S&P Total U.S. Stock Market ETF$31,153,446$5,566,283 ▼-15.2%189,6482.7%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$30,530,683$5,391,137 ▼-15.0%627,4292.6%ETFIAUiShares Gold Trust$29,392,675$13,863,575 ▲89.3%389,2552.5%ETFAMLPAlerian MLP ETF$28,804,912$8,945,838 ▲45.0%555,5432.5%ETFAAPLApple$28,012,421$790,533 ▼-2.7%96,8082.4%TechnologyAIRRFirst Trust RBA American Industrial Renaissance ETF$25,218,928$23,697,078 ▲1,557.1%189,2602.2%ETFIWMiShares Russell 2000 ETF$24,405,377$3,476,224 ▲16.6%81,2292.1%ETFCLOIVanEck CLO ETF$24,270,281$1,300,876 ▲5.7%458,3622.1%ETFSPHBInvesco S&P 500 High Beta ETF$19,128,931$17,932,439 ▲1,498.8%122,9441.7%ETFVGTVanguard Information Technology ETF$16,692,779$14,614,324 ▲703.1%139,6651.4%ETFMUMicron Technology$16,683,712$753,733 ▼-4.3%14,4541.4%TechnologySCHDSchwab US Dividend Equity ETF$15,018,829$363,618 ▲2.5%473,6311.3%ETFNVDANVIDIA$14,481,672$1,937,466 ▼-11.8%72,3761.2%TechnologyMSFTMicrosoft$12,263,279$441,651 ▲3.7%32,8761.1%TechnologyAMZNAmazon.com$10,140,719$761,740 ▼-7.0%42,5470.9%Consumer DiscretionaryROUNDHILL ETF TRUST$9,736,413$9,736,413 ▲New Holding131,8400.8%MEMORY ETFZECPZacks Earnings Consistent Portfolio ETF$8,827,401$101,709 ▲1.2%233,9000.8%ETFAORiShares Core 60/40 Balanced Allocation ETF$8,521,379$52,125 ▼-0.6%122,6100.7%ETFVOOVanguard S&P 500 ETF$8,437,516$375,001 ▼-4.3%12,2850.7%ETFLLYEli Lilly and Company$8,082,463$190,698 ▼-2.3%6,7390.7%HealthcareJPMJPMorgan Chase & Co.$7,072,385$268,087 ▼-3.7%21,6060.6%FinanceJNJJohnson & Johnson$6,807,395$629,844 ▼-8.5%26,8040.6%HealthcareCWBSPDR Bloomberg Convertible Securities ETF$6,610,163$4,155,086 ▲169.2%61,3070.6%ETFABBVAbbVie$6,237,323$582,791 ▼-8.5%24,7870.5%HealthcareBRK.BBerkshire Hathaway$6,002,514$120,090 ▼-2.0%11,9960.5%FinanceGOOGLAlphabet$5,962,141$793,380 ▼-11.7%16,6830.5%Communication ServicesNVDLGraniteShares 2x Long NVDA Daily ETF$5,732,678$3,770,373 ▲192.1%192,3070.5%ETFIEFAiShares Core MSCI EAFE ETF$5,410,370$677,503 ▼-11.1%56,0200.5%ETFGLDSPDR Gold Shares$5,263,749$86,569 ▲1.7%14,2890.5%ETFGSThe Goldman Sachs Group$5,253,522$588,670 ▼-10.1%5,1940.5%FinanceCOSTCostco Wholesale$5,203,513$264,760 ▲5.4%5,5620.4%Consumer StaplesIBTHiShares iBonds Dec 2027 Term Treasury ETF$4,967,298$32,570,037 ▼-86.8%222,0520.4%ETFTECLDirexion Daily Technology Bull 3X Shares$4,863,754$291,451 ▲6.4%21,0770.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$4,695,726$260,813 ▲5.9%47,4410.4%ETFUSBU.S. Bancorp$4,644,991$5,134 ▲0.1%76,9040.4%FinanceZACKS TRUST$4,620,174$51,571 ▲1.1%158,1250.4%QUALITY INTL ETFBROSDutch Bros$4,303,298$18,886 ▼-0.4%59,9260.4%Consumer DiscretionaryURIUnited Rentals$4,228,565$718,165 ▼-14.5%3,7330.4%IndustrialsMRVLMarvell Technology$4,135,686$2,709,659 ▲190.0%13,8830.4%TechnologyEMREmerson Electric$4,108,795$179,222 ▼-4.2%28,7030.4%IndustrialsIWDiShares Russell 1000 Value ETF$3,871,181$159,521 ▼-4.0%15,9680.3%ETFAMDAdvanced Micro Devices$3,762,220$2,477,744 ▲192.9%6,4760.3%TechnologyMMM3M$3,669,065$252,743 ▼-6.4%22,6610.3%IndustrialsIJHiShares Core S&P Mid-Cap ETF$3,652,146$122,682 ▼-3.2%47,3630.3%ETFGOOGAlphabet$3,524,590$350,516 ▼-9.0%9,9750.3%Communication ServicesMRKMerck & Co., Inc.$3,473,181$175,786 ▼-4.8%27,0290.3%HealthcareIVViShares Core S&P 500 ETF$3,465,746$34,448 ▼-1.0%4,6280.3%ETFTIDAL TRUST III$3,182,063$282,286 ▼-8.1%107,0320.3%MRP SYNTHEQUITYWDCWestern Digital$2,944,356$1,141,976 ▲63.4%4,6100.3%TechnologyCVXChevron$2,744,578$2,709,604 ▼-49.7%16,5580.2%EnergyIVEiShares S&P 500 Value ETF$2,591,061$43,824 ▼-1.7%11,4110.2%ETFJAAAJanus Henderson AAA CLO ETF$2,585,671$100,222 ▲4.0%51,2120.2%ETFTIDAL TRUST I$2,565,681$58,535 ▲2.3%92,7910.2%FUND GRAN US ETFINTCIntel$2,542,234$1,295,063 ▲103.8%18,2070.2%TechnologyVZVerizon Communications$2,533,009$23,287 ▲0.9%59,8250.2%Communication ServicesALKAlaska Air Group$2,503,740$62,223 ▲2.5%47,9640.2%IndustrialsTSLATesla$2,503,738$130,802 ▼-5.0%5,9530.2%Consumer DiscretionaryAOMiShares Core 40/60 Moderate Allocation ETF$2,471,254$1,147 ▲0.0%49,5340.2%ETFSMOTVanEck Morningstar SMID Moat ETF$2,462,752$84,171 ▲3.5%63,3750.2%ETFLAM RESEARCH CORP$2,452,493$1,607,986 ▼-39.6%5,6600.2%COM NEWBANK MONTREAL MEDIUM$2,347,899$103,175 ▼-4.2%91,3220.2%CAL LKD 45SDCIUSCF SummerHaven Dynamic Commodity Strategy No K-1 Fund$2,342,072$130,745 ▲5.9%88,5810.2%ETFPANWPalo Alto Networks$2,245,982$4,092 ▼-0.2%6,5860.2%TechnologyIJRiShares Core S&P Small-Cap ETF$2,226,857$161,953 ▼-6.8%15,0150.2%ETFROBOROBO Global Robotics & Automation ETF$2,225,119$43,002 ▼-1.9%25,9760.2%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$2,202,491$544,147 ▼-19.8%46,9360.2%ETFFTNTFortinet$2,143,747$106,611 ▼-4.7%13,9550.2%TechnologyVMBSVanguard Mortgage-Backed Securities ETF$2,132,122$185,510 ▲9.5%45,5480.2%ETFCATCaterpillar$2,123,839$111,837 ▼-5.0%1,9940.2%IndustrialsQQQInvesco QQQ$2,076,064$68,490 ▼-3.2%2,8190.2%ETFEEMiShares MSCI Emerging Markets ETF$2,068,635$1,518,075 ▼-42.3%30,2390.2%ETFAGZiShares Agency Bond ETF$1,995,208$42,728 ▼-2.1%18,2580.2%ETFVXUSVanguard Total International Stock ETF$1,965,614$342 ▼0.0%22,9920.2%ETFXLKTechnology Select Sector SPDR Fund$1,913,723$1,913,723 ▲New Holding10,0450.2%ETFAAPUDirexion Daily AAPL Bull 2X Shares$1,893,167$4,673 ▼-0.2%54,2920.2%ETFIBMInternational Business Machines$1,882,451$2,531 ▼-0.1%6,6940.2%TechnologyIEMGiShares Core MSCI Emerging Markets ETF$1,837,386$1,227,271 ▼-40.0%22,1800.2%ETFSDYSPDR S&P Dividend ETF$1,836,034$99,981 ▼-5.2%12,0650.2%ETFAMZUDirexion Daily AMZN Bull 2X Shares$1,799,555$2,226 ▼-0.1%54,1710.2%ETFWFCWells Fargo & Company$1,792,282$7,355 ▼-0.4%21,6880.2%FinanceGCOWPacer Global Cash Cows Dividend ETF$1,784,987$126,002 ▲7.6%41,2240.2%ETFVBRVanguard Small-Cap Value ETF$1,758,088$238,381 ▲15.7%7,2350.2%ETFVTVVanguard Value ETF$1,742,922$29,201 ▼-1.6%7,9980.2%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$1,728,930$63,540 ▲3.8%51,6720.1%ETFICOWPacer Developed Markets International Cash Cows 100 ETF$1,715,640$75,391 ▲4.6%41,2120.1%ETFMSMorgan Stanley$1,704,809$1,463 ▲0.1%8,1550.1%FinanceGGLLDirexion Daily GOOGL Bull 2X Shares$1,664,600$569 ▼0.0%14,6400.1%ETFVGSHVanguard Short-Term Treasury ETF$1,646,172$56,977 ▲3.6%28,2850.1%ETFAMATApplied Materials$1,632,988$2,114,427 ▼-56.4%2,2590.1%TechnologyShowing largest 100 holdings. 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