TRUE Private Wealth Advisors
All 13F Filings
- Location
- Salem, OR
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,158,857
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 283 | 1,158,857 | 13F-HR | TRUE Private Wealth Advisors |
| Q1 2026 | 5/15/2026 | 266 | 1,049,128 | 13F-HR | TRUE Private Wealth Advisors |
| 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 | 336.6 K | 29.0% | 0 | 102 | -102 |
| ETFs | 670.1 K | 57.8% | 155.5 K | 0 | 155.5 K |
| Debt | 152.2 K | 13.1% | 0 | 45.7 K | -45.7 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
1,158,857
Holdings
283
QoQ value change ($000)
109,729
(10.5%)
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.