Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TRUE Private Wealth Advisors (CIK 1667074) reported $1.05B across 266 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IXUS ($88.5M, 8.44%), EMXC ($46.8M, 4.46%), IBTJ ($39.8M, 3.79%), IBIE ($38.8M, 3.70%), RSP ($38.6M, 3.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IXUS | ISHARES TR | $88.5M | 8.44% | 1.0M | Added |
| 2 | EMXC | ISHARES INC | $46.8M | 4.46% | 595,500 | Added |
| 3 | IBTJ | ISHARES TR | $39.8M | 3.79% | 1.8M | Trimmed |
| 4 | IBIE | ISHARES TR | $38.8M | 3.70% | 1.5M | Trimmed |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | $38.6M | 3.68% | 201,195 | Trimmed |
| 6 | IEUR | ISHARES TR | $38.5M | 3.67% | 547,549 | Added |
| 7 | IBTL | ISHARES TR | $38.0M | 3.62% | 1.9M | Trimmed |
| 8 | IBTH | ISHARES TR | $37.6M | 3.59% | 1.7M | Trimmed |
| 9 | FDL | FIRST TR EXCHANGE-TRADED FD | $37.5M | 3.57% | 738,221 | Trimmed |
| 10 | IBIG | ISHARES TR | $36.6M | 3.49% | 1.4M | Trimmed |
| 11 | ITOT | ISHARES TR | $31.8M | 3.03% | 223,533 | Trimmed |
| 12 | VXX | BARCLAYS BANK PLC | $30.9M | 2.94% | 864,759 | New |
| 13 | AAPL | APPLE INC | $25.3M | 2.41% | 99,540 | Trimmed |
| 14 | SMIZ | ZACKS TRUST | $24.9M | 2.37% | 671,534 | Added |
| 15 | CLOI | VANECK ETF TRUST | $22.9M | 2.18% | 433,794 | Added |
| 16 | SOXX | ISHARES TR | $22.1M | 2.11% | 67,357 | Added |
| 17 | AMLP | ALPS ETF TR | $20.2M | 1.92% | 383,010 | Added |
| 18 | IAU | ISHARES GOLD TR | $18.1M | 1.73% | 205,656 | Added |
| 19 | IWM | ISHARES TR | $17.3M | 1.65% | 69,659 | Added |
| 20 | NVDA | NVIDIA CORPORATION | $14.3M | 1.36% | 82,059 | Added |
| 21 | SCHD | SCHWAB STRATEGIC TR | $14.2M | 1.35% | 462,164 | Added |
| 22 | VGT | VANGUARD WORLD FD | $12.1M | 1.16% | 17,390 | Trimmed |
| 23 | MSFT | MICROSOFT CORP | $11.7M | 1.12% | 31,692 | Trimmed |
| 24 | AMZN | AMAZON COM INC | $9.5M | 0.91% | 45,743 | Added |
| 25 | IVW | ISHARES TR | $8.6M | 0.82% | 75,875 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31