Notify me when TRUE Private Wealth Advisors files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 266 | $998,129,197 | +$46,701,480 | -$41,604,428 | +$5,097,052 | IXUS, IBTH, EMXC, IBTJ, IBIE | 13F-HR | 13 Feb 2026, 09:32 |
| Q3 2025 | 264 | $980,172,733 | +$72,060,256 | -$30,880,099 | +$41,180,157 | IXUS, IBTH, IBIE, IBTJ, IBTL | 13F-HR | 14 Nov 2025, 16:57 |
| Q2 2025 | 244 | $890,045,584 | +$204,459,673 | -$186,499,165 | +$17,960,508 | IXUS, IBTH, IBIE, IBTJ, IBIG | 13F-HR | 11 Aug 2025, 16:24 |
| Q1 2025 | 232 | $823,206,977 | +$181,735,193 | -$167,145,479 | +$14,589,714 | RSP, FLOT, AGZ, IXUS, FDL | 13F-HR | 15 May 2025, 12:40 |
| Q4 2024 | 224 | $823,798,681 | +$41,617,530 | -$46,091,135 | -$4,473,605 | IXUS, AGZ, RSP, FLOT, FDL | 13F-HR | 13 Feb 2025, 10:51 |
| Q3 2024 | 215 | $838,181,453 | +$87,355,708 | -$179,113,024 | -$91,757,316 | IXUS, AGZ, RSP, FLOT, FDL | 13F-HR | 14 Nov 2024, 16:56 |
| Q2 2024 | 278 | $883,204,454 | +$63,435,805 | -$56,919,892 | +$6,515,913 | IXUS, FLOT, RSP, ITOT, FDL | 13F-HR | 16 Jul 2024, 16:49 |
| Q1 2024 | 284 | $871,786,884 | +$101,927,315 | -$50,444,576 | +$51,482,739 | IXUS, RSP, ITOT, PFF, FDL | 13F-HR | 25 Apr 2024, 17:09 |
| Q4 2023 | 290 | $790,075,944 | +$118,379,514 | -$110,581,984 | +$7,797,530 | IXUS, RSP, ITOT, FLOT, PFF | 13F-HR | 30 Jan 2024, 16:46 |
| Q3 2023 | 260 | $720,060,326 | +$140,612,796 | -$71,962,449 | +$68,650,347 | IXUS, SHY, RSP, ITOT, PFF | 13F-HR | 13 Nov 2023, 09:38 |
| Q2 2023 | 241 | $676,943,028 | +$63,057,923 | -$87,906,347 | -$24,848,424 | SHY, IXUS, ITOT, RSP, PFF | 13F-HR | 11 Aug 2023, 13:35 |
| Q1 2023 | 233 | $675,880,697 | +$136,691,121 | -$133,283,233 | +$3,407,888 | SHY, ITOT, IXUS, AGG, RSP | 13F-HR | 11 May 2023, 15:14 |
| Q4 2022 | 221 | $649,355,238 | +$51,822,025 | -$92,551,860 | -$40,729,835 | SHY, ITOT, SHV, IWD, AGG | 13F-HR | 14 Feb 2023, 11:41 |
| Q3 2022 | 220 | $660,720,000 | +$153,541,274 | -$135,950,670 | +$17,590,604 | SHY, ITOT, SHV, AGG, IWD | 13F-HR | 04 Nov 2022, 16:23 |
| Q2 2022 | 229 | $687,273,000 | +$82,884,517 | -$47,922,010 | +$34,962,507 | SHY, ITOT, COMT, SHV, IAU | 13F-HR | 28 Jul 2022, 15:32 |
| Q1 2022 | 240 | $692,385,000 | +$200,814,133 | -$159,752,726 | +$41,061,407 | ITOT, SHY, COMT, TIP, IAU | 13F-HR | 09 May 2022, 09:36 |
| Q4 2021 | 268 | $702,682,000 | +$29,508,846 | -$44,970,895 | -$15,462,049 | ITOT, IXUS, IWD, COMT, AAPL | 13F-HR | 11 Feb 2022, 13:36 |
| Q3 2021 | 245 | $686,637,000 | +$70,224,986 | -$49,995,805 | +$20,229,181 | ITOT, IXUS, COMT, IWD, IEMG | 13F-HR | 05 Nov 2021, 09:26 |
| Q2 2021 | 237 | $673,160,000 | +$97,333,311 | -$83,216,499 | +$14,116,812 | ITOT, IXUS, COMT, IWD, IEMG | 13F-HR | 10 Aug 2021, 14:21 |
| Q1 2021 | 233 | $618,756,000 | +$108,779,726 | -$107,886,604 | +$893,122 | ITOT, IXUS, IGIB, IWD, COMT | 13F-HR | 12 May 2021, 12:53 |
| Q4 2020 | 726 | $596,720,000 | +$14,953,512 | -$70,248,788 | -$55,295,276 | ITOT, IAU, IXUS, IGIB, IEMG | 13F-HR | 11 Jan 2021, 15:04 |
| Q3 2020 | 682 | $585,344,000 | +$179,934,619 | -$155,300,356 | +$24,634,263 | ITOT, IAU, IXUS, IGIB, IEMG | 13F-HR | 09 Oct 2020, 12:16 |
| Q2 2020 | 671 | $546,603,000 | +$42,847,357 | -$31,950,667 | +$10,896,690 | ITOT, SHY, GVI, IAU, USMV | 13F-HR | 07 Jul 2020, 13:47 |
| Q1 2020 | 658 | $469,486,000 | +$97,231,458 | -$177,643,473 | -$80,412,015 | ITOT, SHY, GVI, IAU, USMV | 13F-HR | 20 Apr 2020, 11:20 |
| Q4 2019 | 791 | $652,130,000 | +$79,724,374 | -$36,734,661 | +$42,989,713 | ITOT, SHY, USMV, IEFA, GVI | 13F-HR | 27 Jan 2020, 16:48 |
| Q3 2019 | 209 | $578,989,000 | +$16,096,763 | -$29,424,730 | -$13,327,967 | SHY, ITOT, USMV, GVI, IEFA | 13F-HR | 09 Oct 2019, 09:19 |
| Q2 2019 | 780 | $586,857,000 | +$105,994,090 | -$57,247,614 | +$48,746,476 | SHY, ITOT, USMV, GVI, IEFA | 13F-HR | 01 Aug 2019, 17:13 |
| Q1 2019 | 203 | $524,653,000 | +$43,043,713 | -$136,985,499 | -$93,941,786 | SHY, ITOT, GVI, IVW, IEFA | 13F-HR | 25 Apr 2019, 16:44 |
| Q4 2018 | 229 | $566,861,000 | +$171,965,092 | -$235,896,355 | -$63,931,263 | SHY, ITOT, IVW, IVE, COMT | 13F-HR | 14 Jan 2019, 16:14 |
| Q3 2018 | 1,101 | $710,347,712 | +$128,771,943 | -$83,595,753 | +$45,176,190 | ITOT, IXUS, IJR, IVW, COMT | 13F-HR | 18 Oct 2018, 11:17 |
| Q2 2018 | 271 | $637,442,000 | +$101,407,197 | -$49,089,248 | +$52,317,949 | IXUS, ITOT, COMT, EWJ, IVW | 13F-HR | 13 Jul 2018, 08:12 |
| Q1 2018 | 227 | $582,433,000 | +$69,251,803 | -$62,369,375 | +$6,882,428 | IXUS, ITOT, IEMG, IEV, EWJ | 13F-HR | 25 Apr 2018, 12:24 |
| Q4 2017 | 218 | $577,024,000 | +$135,105,518 | -$17,409,732 | +$117,695,786 | IXUS, ITOT, IEMG, IEV, IVW | 13F-HR | 19 Jan 2018, 12:44 |
| Q3 2017 | 155 | $443,851,000 | +$27,640,618 | -$32,351,859 | -$4,711,241 | ITOT, IXUS, IEMG, IVW, IVE | 13F-HR | 27 Oct 2017, 12:29 |
| Q2 2017 | 151 | $431,434,000 | +$60,207,807 | -$76,981,810 | -$16,774,003 | ITOT, IXUS, AGG, TIP, IVW | 13F-HR | 07 Aug 2017, 13:30 |
| Q1 2017 | 146 | $437,138,000 | +$32,341,426 | -$12,381,655 | +$19,959,771 | ITOT, IXUS, IVW, IVE, AGG | 13F-HR | 20 Apr 2017, 14:09 |
| Q4 2016 | 147 | $394,622,000 | +$143,286,197 | -$55,304,574 | +$87,981,623 | ITOT, IXUS, IVW, IVE, AGG | 13F-HR | 14 Feb 2017, 16:08 |
| Q3 2016 | 147 | $311,714,000 | +$76,568,699 | -$48,357,344 | +$28,211,355 | ITOT, IXUS, IJR, AGG, TIP | 13F-HR | 08 Nov 2016, 08:18 |
| Q2 2016 | 142 | $298,921,000 | +$83,249,202 | -$46,634,719 | +$36,614,483 | IEFA, ITOT, AGG, TIP, IJR | 13F-HR | 01 Aug 2016, 15:18 |
| Q1 2016 | 128 | $257,154,000 | +$69,566,644 | -$43,053,582 | +$26,513,062 | AGG, SHY, TIP, BND, IEFA | Restatement | 16 Jun 2016, 16:00 |
| Q4 2015 | 89 | $226,531,000 | $0 | $0 | $0 | AGG, SHY, TIP, BND, IVW | 13F-HR | 16 Mar 2016, 08:11 |