TRUE Private Wealth Advisors
•CIK: 1667074•Filing: Q4 2025
**TRUE Private Wealth Advisors** manages $998M across a diversified portfolio of 266 positions. The strategy exhibits a notable tilt toward broad market exposure, evidenced by top holdings including IXUS at $60.4M and IBTH at $43.8M. Significant allocations are also maintained in sector-specific ETFs such as EMXC ($42.5M), IBTJ ($42.5M), and IBIE ($42.3M). This concentration suggests a tactical approach balancing core index exposure with targeted sector overweighting.
Total AUM
$998.1M
QoQ Performance
+1.8%
Positions
171
Top 10 Concentration
42.6%
Latest Filing
Q4 2025
Top Holdings Allocation
IXUS
IXUS6.1%
IBTH4.4%
EMXC4.3%
IBTJ4.3%
IBIE4.2%
IBTL4.0%
IBIG3.9%
RSP3.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other81.4%
Technology7.9%
Financial2.7%
Healthcare2.6%
Consumer2.2%
ETF1.1%
Industrial0.9%
Energy0.5%
🚪 Exited Positionssold since Q3 2025
+66 more exited positions
Changes from Q3 2025
NEW8 new positions
↑89 increased
↓91 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023