Top 50 True Private Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IXUS | ISHARES TR | 8.44% | 1.02M | $88.5M | +43.12%(+307.94K) | $70.44(+32.59%) | 2026-03-31 | |
| EMXC | ISHARES INC | 4.46% | 595.5K | $46.8M | +1.91%(+11.13K) | $58.35(+60.42%) | 2026-03-31 | |
| IBTJ | ISHARES TR | 3.79% | 1.82M | $39.8M | -5.82%(-112.53K) | $21.61(-0.04%) | 2026-03-31 | |
| IBIE | ISHARES TR | 3.7% | 1.48M | $38.8M | -9.09%(-148.08K) | $26.26(+0.52%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.68% | 201.2K | $38.6M | -0.56%(-1.14K) | $147.95(+36.23%) | 2026-03-31 | |
| IEUR | ISHARES TR | 3.67% | 547.5K | $38.5M | +7.23%(+36.91K) | $59.77(+22.52%) | 2026-03-31 | |
| IBTL | ISHARES TR | 3.62% | 1.86M | $38.0M | -4.00%(-77.60K) | $20.11(-0.19%) | 2026-03-31 | |
| IBTH | ISHARES TR | 3.59% | 1.68M | $37.6M | -13.94%(-271.86K) | $22.35(+0.10%) | 2026-03-31 | |
| FDL | FIRST TR EXCHANGE-TRADED FD | 3.57% | 738.2K | $37.5M | -0.35%(-2.58K) | $35.34(+40.59%) | 2026-03-31 | |
| IBIG | ISHARES TR | 3.49% | 1.39M | $36.6M | -7.05%(-105.63K) | $26.39(+0.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.36% | +30.78% |
| Top 20 Holdings Unweighted | +11.47% | +38.52% |
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