You're signed outSign in or to get full access.
True Private Wealth Advisors
TRUE Private Wealth Advisors, LLC is an independent, SEC-registered investment advisory firm headquartered in Salem, Oregon. Founded in 2012, the firm employs approximately 20 people and delivers investment advisory services to individuals, families, and organizations, with a focus on high net worth clients. TRUE was founded by industry veterans seeking to offer unbiased, client-centric, and fiduciary-based wealth management with a commitment to transparency, long-term relationships, and personalized service.
Investment Strategy
TRUE Private Wealth Advisors operates as a fiduciary and independent Registered Investment Adviser, leveraging open architecture and non-proprietary products to ensure clients receive solutions tailored to their unique needs and interests. Their approach is to provide comprehensive wealth management through objective advice, transparency, and long-term strategic planning, free from the constraints and conflicts common in large brokerage firms. TRUE places strong emphasis on building multigenerational relationships and creating creative solutions for affluent individuals, always prioritizing the clients' best interests above all else.
Latest 13F Filing Activity
True Private Wealth Advisors filed their most recent 13F report on Jun 30, 2025 disclosing 240 equity positions with a total 13F market value of $890M. The fund increased holdings in Ishares TR, Ishares TR, Ishares U S Etf TR among other positions. True Private Wealth Advisors reduced exposure to Ishares TR, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (240)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IXUS | ISHARES TR | 5.61% | $49.9M | 645,801 | $67.34 | $77.31 | +$10.2M |
I IBTH | ISHARES TR | 5.00% | $44.5M | 1,979,633 | $22.44 | $22.49 | +$13.2M |
I IBIE | ISHARES TR | 4.80% | $42.7M | 1,624,158 | $26.28 | $26.28 | +$42.7M |
I IBTJ | ISHARES TR | 4.78% | $42.5M | 1,940,071 | $21.80 | $21.92 | +$9.7M |
I IBIG | ISHARES TR | 4.42% | $39.3M | 1,486,352 | $26.46 | $26.46 | +$39.3M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more