TRUE Private Wealth Advisors
All 13F Filings
- Location
- Salem, OR
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 998,129
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 266 | 998,129 | 13F-HR | TRUE Private Wealth Advisors |
| Q3 2025 | 11/14/2025 | 264 | 980,173 | 13F-HR | TRUE Private Wealth Advisors |
| Q2 2025 | 8/11/2025 | 244 | 890,046 | 13F-HR | TRUE Private Wealth Advisors |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 645.8 K | 64.7% | 738 | 0 | 738 |
| ETFs | 137.2 K | 13.7% | 16.25 K | 0 | 16.25 K |
| Debt | 214.8 K | 21.5% | 972 | 0 | 972 |
| Other | 393 | 0.0% | 2 | 0 | 2 |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
998,129
Holdings
266
QoQ value change ($000)
17,956
(1.8%)
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.