TRUE Private Wealth Advisors
267 holdingsFiling period: 2026-03-31Current AUM: $1.15Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IXUS | ISHARES TR | 1.02M | $88.5M | $96.6M | 8.40% | +307.9K | 2026-03-31 |
| 2 | EMXC | ISHARES INC | 595.5K | $46.8M | $54.9M | 4.77% | +11.1K | 2026-03-31 |
| 3 | IBTJ | ISHARES TR | 1.82M | $39.8M | $39.3M | 3.42% | -112,531 | 2026-03-31 |
| 4 | IBIE | ISHARES TR | 1.48M | $38.8M | $38.1M | 3.31% | -148,084 | 2026-03-31 |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | 201.2K | $38.6M | $43.3M | 3.76% | -1,141 | 2026-03-31 |
| 6 | IEUR | ISHARES TR | 547.5K | $38.5M | $42.0M | 3.65% | +36.9K | 2026-03-31 |
| 7 | IBTL | ISHARES TR | 1.86M | $38.0M | $37.2M | 3.24% | -77,604 | 2026-03-31 |
| 8 | IBTH | ISHARES TR | 1.68M | $37.6M | $37.5M | 3.26% | -271,862 | 2026-03-31 |
| 9 | FDL | FIRST TR EXCHANGE-TRADED FD | 738.2K | $37.5M | $38.0M | 3.31% | -2,576 | 2026-03-31 |
| 10 | IBIG | ISHARES TR | 1.39M | $36.6M | $35.7M | 3.10% | -105,634 | 2026-03-31 |
| 11 | ITOT | ISHARES TR | 223.5K | $31.8M | $36.6M | 3.18% | -3,259 | 2026-03-31 |
| 12 | VXX | BARCLAYS BANK PLC | 864.8K | $30.9M | $18.4M | 1.60% | -- | 2026-03-31 |
| 13 | AAPL | APPLE INC | 99.5K | $25.3M | $30.7M | 2.67% | -5,786 | 2026-03-31 |
| 14 | SMIZ | ZACKS TRUST | 671.5K | $24.9M | $28.2M | 2.45% | +79.3K | 2026-03-31 |
| 15 | CLOI | VANECK ETF TRUST | 433.8K | $22.9M | $23.0M | 2.00% | +76.1K | 2026-03-31 |
| 16 | SOXX | ISHARES TR | 67.4K | $22.1M | $34.0M | 2.96% | +2.9K | 2026-03-31 |
| 17 | AMLP | ALPS ETF TR | 383.0K | $20.2M | $21.2M | 1.84% | +29.0K | 2026-03-31 |
| 18 | IAU | ISHARES GOLD TR | 205.7K | $18.1M | $15.7M | 1.36% | +168.8K | 2026-03-31 |
| 19 | IWM | ISHARES TR | 69.7K | $17.3M | $20.3M | 1.76% | +5.5K | 2026-03-31 |
| 20 | NVDA | NVIDIA CORPORATION | 82.1K | $14.3M | $16.5M | 1.43% | +13.9K | 2026-03-31 |
| 21 | SCHD | SCHWAB STRATEGIC TR | 462.2K | $14.2M | $15.5M | 1.35% | +5.8K | 2026-03-31 |
| 22 | VGT | VANGUARD WORLD FD | 17.4K | $12.1M | $15.7M | 1.37% | -2,095 | 2026-03-31 |
| 23 | MSFT | MICROSOFT CORP | 31.7K | $11.7M | $14.7M | 1.28% | -518 | 2026-03-31 |
| 24 | AMZN | AMAZON COM INC | 45.7K | $9.5M | $12.4M | 1.08% | +694 | 2026-03-31 |
| 25 | IVW | ISHARES TR | 75.9K | $8.6M | $10.3M | 0.89% | -35,329 | 2026-03-31 |
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