13F filer

TRUE Private Wealth Advisors

As of Sep 30, 2026 Filed Oct 19, 2026 CIK 1667074 SEC filings ↗

13F Value

$1.18B

Positions

289

Top Position

IXUS7.1%

Top 5

21.3%

Latest filing changes

vs Jun 30, 2026

1 VXX iPath Series B S&P 500 VIX Short-Term Futures ETN >999%+$23.3M

2 CLOI VanEck CLO ETF +21.4%+$5.2M

3 PANW Palo Alto Networks +96.1%+$2.5M

4 SNDK Sandisk +387.7%+$2.1M

5 IXUS iShares Core MSCI Total International Stock ETF +1.9%+$1.6M

Holdings289

#
1	IXUS iShares Core MSCI Total International Stock ETF	7.1%	$83.5M	+1.9%	878.8K	7.1%	ETF
2	EMXC iShares MSCI Emerging Markets ex China ETF	4.2%	$49.3M	+1.3%	497.6K	4.3%	ETF
3	IEUR iShares Core MSCI Europe ETF	3.4%	$40.4M	+1.3%	548.2K	3.5%	ETF
4	EWJ iShares MSCI Japan ETF	3.3%	$39.1M	+2.1%	401.5K	3.2%	ETF
5	SOXX iShares Semiconductor ETF	3.3%	$38.5M	+0.1%	67.8K	3.7%	ETF
6	IBTJ iShares iBonds Dec 2029 Term Treasury ETF	3.1%	$36.1M	+2.0%	1.70M	3.1%	ETF
7	RSP Invesco S&P 500 Equal Weight ETF	3.0%	$35.8M	+1.1%	172.0K	3.1%	ETF
8	IBIE iShares iBonds Oct 2028 Term TIPS ETF	2.9%	$33.8M	+2.3%	1.32M	2.9%	ETF
9	IBIG iShares iBonds Oct 2030 Term TIPS ETF	2.9%	$33.7M	+2.5%	1.34M	3.0%	ETF
10	IBTL iShares iBonds Dec 2031 Term Treasury ETF	2.9%	$33.7M	+2.4%	1.73M	2.9%	ETF
11	SMIZ Zacks Small/Mid Cap ETF	2.7%	$32.1M	+1.1%	785.2K	3.0%	ETF
12	AAPL Apple	2.7%	$32.0M	-0.8%	96.1K	2.4%	Common Stock
13	ITOT iShares Core S&P Total U.S. Stock Market ETF	2.7%	$31.9M	+1.2%	192.0K	2.7%	ETF
14	FDL First Trust Morningstar Dividend Leaders Index Fund	2.7%	$31.4M	+1.9%	639.1K	2.6%	ETF
15	IAU iShares Gold Trust Filing details 464285204 Sep 30, 2026 394,641 reported quantity $30,821,517 reported value	2.6%	$30.8M	+1.4%	394.6K	2.5%	ETF
16	CLOI VanEck CLO ETF	2.5%	$29.5M	+21.4%	556.3K	2.1%	ETF
17	AMLP Alerian Mlp ETF	2.5%	$29.3M	+1.7%	565.2K	2.5%	ETF
18	VXX iPath Series B S&P 500 VIX Short-Term Futures ETN	2.0%	$23.8M	>999%	1.35M	0.1%	ETN
19	IWM iShares Russell 2000 ETF	2.0%	$23.0M	+1.8%	82.7K	2.1%	ETF
20	AIRR First Trust RBA American Industrial Renaissance ETF	1.8%	$20.8M	+6.2%	201.0K	2.2%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing24

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.