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True Private Wealth Advisors

Portfolio Manager
True Private Wealth Advisors
Performance
+1.87% (2026 Q1)
AUM (13F)
$1.05B
# of Holdings
266
Performance Rank
Allocation (Top 20)
63.71%

True Private Wealth Advisors Holdings Map

Top 50 True Private Wealth Advisors Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IXUS
ISHARES TR
8.44%1.02M$88.5M
+43.12%(+307.94K)
2025-Q1: 569.8K shares2025-Q2: 645.8K shares2025-Q3: 698.0K shares2025-Q4: 714.1K shares2026-Q1: 1.02M shares
$70.44(+32.59%)
2026-03-31
EMXC
ISHARES INC
4.46%595.5K$46.8M
+1.91%(+11.13K)
2025-Q1: 427.1K shares2025-Q2: 540.1K shares2025-Q3: 573.4K shares2025-Q4: 584.4K shares2026-Q1: 595.5K shares
$58.35(+60.42%)
2026-03-31
IBTJ
ISHARES TR
3.79%1.82M$39.8M
-5.82%(-112.53K)
2025-Q1: 1.51M shares2025-Q2: 1.94M shares2025-Q3: 1.95M shares2025-Q4: 1.93M shares2026-Q1: 1.82M shares
$21.61(-0.04%)
2026-03-31
IBIE
ISHARES TR
3.7%1.48M$38.8M
-9.09%(-148.08K)
2025-Q1: 0 shares2025-Q2: 1.62M shares2025-Q3: 1.63M shares2025-Q4: 1.63M shares2026-Q1: 1.48M shares
$26.26(+0.52%)
2026-03-31
RSP
INVESCO EXCHANGE TRADED FD T
3.68%201.2K$38.6M
-0.56%(-1.14K)
2025-Q1: 267.8K shares2025-Q2: 210.7K shares2025-Q3: 206.9K shares2025-Q4: 202.3K shares2026-Q1: 201.2K shares
$147.95(+36.23%)
2026-03-31
IEUR
ISHARES TR
3.67%547.5K$38.5M
+7.23%(+36.91K)
2025-Q1: 283.9K shares2025-Q2: 422.7K shares2025-Q3: 484.4K shares2025-Q4: 510.6K shares2026-Q1: 547.5K shares
$59.77(+22.52%)
2026-03-31
IBTL
ISHARES TR
3.62%1.86M$38.0M
-4.00%(-77.60K)
2025-Q1: 1.67M shares2025-Q2: 1.91M shares2025-Q3: 1.93M shares2025-Q4: 1.94M shares2026-Q1: 1.86M shares
$20.11(-0.19%)
2026-03-31
IBTH
ISHARES TR
3.59%1.68M$37.6M
-13.94%(-271.86K)
2025-Q1: 1.40M shares2025-Q2: 1.98M shares2025-Q3: 1.98M shares2025-Q4: 1.95M shares2026-Q1: 1.68M shares
$22.35(+0.10%)
2026-03-31
FDL
FIRST TR EXCHANGE-TRADED FD
3.57%738.2K$37.5M
-0.35%(-2.58K)
2025-Q1: 847.2K shares2025-Q2: 761.4K shares2025-Q3: 751.4K shares2025-Q4: 740.8K shares2026-Q1: 738.2K shares
$35.34(+40.59%)
2026-03-31
IBIG
ISHARES TR
3.49%1.39M$36.6M
-7.05%(-105.63K)
2025-Q1: 0 shares2025-Q2: 1.49M shares2025-Q3: 1.48M shares2025-Q4: 1.50M shares2026-Q1: 1.39M shares
$26.39(+0.04%)
2026-03-31

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