Managers / Q4 2019 · view latest →
TRUE Private Wealth Advisors
CIK 0001667074 · 388 STATE ST SUITE 1000, SALEM, OR, 97301 · 5034003311
Reported Value
$652M
Q4 2019
Positions
835
Filings on Record
30
2019–present window
Filed
Jan 27, 2020
original filing
Summary
True Private Wealth Advisors reported $652M in U.S.-listed holdings across 835 positions for Q4 2019.
Its largest position, ITOT, represents 15.2% of the portfolio.
Compared with Q3 2019, the fund opened 627 new positions and exited 2.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2019
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.0B | 266 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $998M | 266 | Feb 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $980M | 264 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $890M | 244 | Aug 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $823M | 232 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $824M | 224 | Feb 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $838M | 215 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $883M | 278 | Jul 16, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $872M | 284 | Apr 25, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $790M | 290 | Jan 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $720M | 260 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $677M | 241 | Aug 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $676M | 233 | May 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $649.4B | 221 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $661M | 220 | Nov 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $687M | 229 | Jul 28, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $711M | 240 | May 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $703M | 268 | Feb 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $687M | 245 | Nov 5, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $673M | 237 | Aug 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $619M | 233 | May 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $597M | 757 | Jan 11, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $585M | 732 | Oct 9, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $547M | 721 | Jul 7, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $470M | 723 | Apr 20, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $652M | 835 | Jan 27, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $579M | 209 | Oct 9, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $587M | 821 | Aug 1, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $525M | 203 | Apr 25, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $567M | 229 | Jan 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.