True North Advisors, LLC
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,045,971
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 291 | 1,045,971 | 13F-HR | True North Advisors, LLC |
| Q1 2026 | 5/7/2026 | 245 | 877,262 | 13F-HR | True North Advisors, LLC |
| Q4 2025 | 1/22/2026 | 250 | 773,541 | 13F-HR | True North Advisors, LLC |
| Q3 2025 | 10/14/2025 | 215 | 629,953 | 13F-HR | True North Advisors, LLC |
| Q2 2025 | 7/16/2025 | 222 | 521,790 | 13F-HR | True North Advisors, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 599 K | 57.3% | 109.8 K | 0 | 109.8 K |
| ETFs | 446.9 K | 42.7% | 58.94 K | 0 | 58.94 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
1,045,971
Holdings
291
QoQ value change ($000)
168,709
(19.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.