StockDriftsStockDriftsTop 50 TRUE Private Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IXUS | ISHARES TR | 7.1% | 862.1K | $82.3M | -15.64%(-159.88K) | $70.44(+39.78%) | 2026-06-30 | |
| EMXC | ISHARES INC | 4.34% | 491.2K | $50.2M | -17.52%(-104.33K) | $58.35(+70.40%) | 2026-06-30 | |
| SOXX | ISHARES TR | 3.74% | 67.7K | $43.4M | +0.52%(+352) | $267.44(+110.88%) | 2026-06-30 | |
| IEUR | ISHARES TR | 3.51% | 541.3K | $40.7M | -1.14%(-6.23K) | $59.77(+31.03%) | 2026-06-30 | |
| EWJ | ISHARES INC | 3.16% | 393.2K | $36.7M | +846.05%(+351.60K) | $86.89(+13.21%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.12% | 170.0K | $36.2M | -15.48%(-31.15K) | $147.95(+49.89%) | 2026-06-30 | |
| IBTJ | ISHARES TR | 3.12% | 1.67M | $36.2M | -8.36%(-152.31K) | $21.61(-0.18%) | 2026-06-30 | |
| SMIZ | ZACKS TRUST | 2.99% | 776.9K | $34.7M | +15.69%(+105.37K) | $33.25(+32.62%) | 2026-06-30 | |
| IBIG | ISHARES TR | 2.96% | 1.31M | $34.4M | -6.07%(-84.58K) | $26.39(-2.70%) | 2026-06-30 | |
| IBTL | ISHARES TR | 2.94% | 1.69M | $34.1M | -9.32%(-173.61K) | $20.11(-0.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.36% | +38.09% | +5.55% | +31.02% |
| Top 20 Holdings Unweighted | +13.35% | +45.65% | +8.00% | +46.93% |
TRUE Private Wealth Advisors reports $1.16B in US-listed equity holdings across 283 positions in its most recent 13F filing. Its largest disclosed positions are IXUS (7.1%), EMXC (4.3%) and SOXX (3.7%). The top 20 holdings account for 60.7% of reported assets. Its disclosed equity book has returned +38.09% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from TRUE Private Wealth Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1667074). View TRUE Private Wealth Advisors’s 13F filings on SEC