TRUE Private Wealth Advisors

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$838M
Signature - Title
Steve Altman - CCO
Location
Salem, OR
Summary
This page shows a list of all the recent 13F filings made by TRUE Private Wealth Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TRUE Private Wealth Advisors reported 215 stock holdings with total value $838M as of Q3 2024. Top holdings included IXUS, AGZ, RSP, FLOT, and FDL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 215 $838M +$87.4M -$179M -$91.8M IXUS, AGZ, RSP, FLOT, FDL 13F-HR 11/14/2024, 04:56 PM
Q2 2024 278 $883M +$63.4M -$56.9M +$6.52M IXUS, FLOT, RSP, ITOT, FDL 13F-HR 7/16/2024, 04:49 PM
Q1 2024 284 $872M +$102M -$50.4M +$51.5M IXUS, RSP, ITOT, PFF, FDL 13F-HR 4/25/2024, 05:09 PM
Q4 2023 290 $790M +$118M -$111M +$7.8M IXUS, RSP, ITOT, FLOT, PFF 13F-HR 1/30/2024, 04:46 PM
Q3 2023 260 $720M +$141M -$72M +$68.7M IXUS, SHY, RSP, ITOT, PFF 13F-HR 11/13/2023, 09:38 AM
Q2 2023 241 $677M +$63.1M -$87.9M -$24.8M SHY, IXUS, ITOT, RSP, PFF 13F-HR 8/11/2023, 01:35 PM
Q1 2023 233 $676M +$137M -$133M +$3.41M SHY, ITOT, IXUS, AGG, RSP 13F-HR 5/11/2023, 03:14 PM
Q4 2022 221 $649M +$51.8M -$92.6M -$40.7M SHY, ITOT, SHV, IWD, AGG 13F-HR 2/14/2023, 11:41 AM
Q3 2022 220 $661M +$154M -$136M +$17.6M SHY, ITOT, SHV, AGG, IWD 13F-HR 11/4/2022, 04:23 PM
Q2 2022 229 $687M +$82.9M -$47.9M +$35M SHY, ITOT, COMT, SHV, IAU 13F-HR 7/28/2022, 03:32 PM
Q1 2022 240 $692M +$201M -$160M +$41.1M ITOT, SHY, COMT, TIP, IAU 13F-HR 5/9/2022, 09:36 AM
Q4 2021 268 $703M +$29.5M -$45M -$15.5M ITOT, IXUS, IWD, COMT, AAPL 13F-HR 2/11/2022, 01:36 PM
Q3 2021 245 $687M +$70.2M -$50M +$20.2M ITOT, IXUS, COMT, IWD, IEMG 13F-HR 11/5/2021, 09:26 AM
Q2 2021 237 $673M +$97.3M -$83.2M +$14.1M ITOT, IXUS, COMT, IWD, IEMG 13F-HR 8/10/2021, 02:21 PM
Q1 2021 233 $619M +$109M -$108M +$893K ITOT, IXUS, IGIB, IWD, COMT 13F-HR 5/12/2021, 12:53 PM
Q4 2020 726 $597M +$15M -$70.2M -$55.3M ITOT, IAU, IXUS, IGIB, IEMG 13F-HR 1/11/2021, 03:04 PM
Q3 2020 682 $585M +$180M -$155M +$24.6M ITOT, IAU, IXUS, IGIB, IEMG 13F-HR 10/9/2020, 12:16 PM
Q2 2020 671 $547M +$42.8M -$32M +$10.9M ITOT, SHY, GVI, IAU, USMV 13F-HR 7/7/2020, 01:47 PM
Q1 2020 658 $469M +$97.2M -$178M -$80.4M ITOT, SHY, GVI, IAU, USMV 13F-HR 4/20/2020, 11:20 AM
Q4 2019 791 $652M +$79.7M -$36.7M +$43M ITOT, SHY, USMV, IEFA, GVI 13F-HR 1/27/2020, 04:48 PM
Q3 2019 209 $579M +$16.1M -$29.4M -$13.3M SHY, ITOT, USMV, GVI, IEFA 13F-HR 10/9/2019, 09:19 AM
Q2 2019 780 $587M +$106M -$57.2M +$48.7M SHY, ITOT, USMV, GVI, IEFA 13F-HR 8/1/2019, 05:13 PM
Q1 2019 203 $525M +$43M -$137M -$93.9M SHY, ITOT, GVI, IVW, IEFA 13F-HR 4/25/2019, 04:44 PM
Q4 2018 229 $567M +$172M -$236M -$63.9M SHY, ITOT, IVW, IVE, COMT 13F-HR 1/14/2019, 04:14 PM
Q3 2018 1,101 $710M +$129M -$83.6M +$45.2M ITOT, IXUS, IJR, IVW, COMT 13F-HR 10/18/2018, 11:17 AM
Q2 2018 271 $637M +$101M -$49.1M +$52.3M IXUS, ITOT, COMT, EWJ, IVW 13F-HR 7/13/2018, 08:12 AM
Q1 2018 227 $582M +$69.3M -$62.4M +$6.88M IXUS, ITOT, IEMG, IEV, EWJ 13F-HR 4/25/2018, 12:24 PM
Q4 2017 218 $577M +$135M -$17.4M +$118M IXUS, ITOT, IEMG, IEV, IVW 13F-HR 1/19/2018, 12:44 PM
Q3 2017 155 $444M +$27.6M -$32.4M -$4.71M ITOT, IXUS, IEMG, IVW, IVE 13F-HR 10/27/2017, 12:29 PM
Q2 2017 151 $431M +$60.2M -$77M -$16.8M ITOT, IXUS, AGG, TIP, IVW 13F-HR 8/7/2017, 01:30 PM
Q1 2017 146 $437M +$32.3M -$12.4M +$20M ITOT, IXUS, IVW, IVE, AGG 13F-HR 4/20/2017, 02:09 PM
Q4 2016 147 $395M +$143M -$55.3M +$88M ITOT, IXUS, IVW, IVE, AGG 13F-HR 2/14/2017, 04:08 PM
Q3 2016 147 $312M +$76.6M -$48.4M +$28.2M ITOT, IXUS, IJR, AGG, TIP 13F-HR 11/8/2016, 08:18 AM
Q2 2016 142 $299M +$83.2M -$46.6M +$36.6M IEFA, ITOT, AGG, TIP, IJR 13F-HR 8/1/2016, 03:18 PM
Q1 2016 128 $257M +$69.6M -$43.1M +$26.5M AGG, SHY, TIP, BND, IEFA Restatement 6/16/2016, 04:00 PM
Q4 2015 89 $227M $0 $0 AGG, SHY, TIP, BND, IVW 13F-HR 3/16/2016, 08:11 AM