TRUE Private Wealth Advisors

TRUE Private Wealth Advisors reported 283 holdings worth US$1.16B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 23, 2026

TRUE Private Wealth Advisors reported 283 holdings worth US$1.16B as of Jun 30, 2026. Largest: Apple Inc, Micron Technology, Inc. and Nvidia Corporation. Filed Jul 23, 2026 (Form 13F).

Holdings
283
Value as reported
US$1.16B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc96,808US$28M2.4%
Micron Technology, Inc.14,454US$16.7M1.4%
Nvidia Corporation72,376US$14.5M1.2%
Microsoft Corp.32,876US$12.3M1.1%
Amazon.com, Inc.42,547US$10.1M0.88%
Alphabet Inc (google) Class C26,545US$9.49M0.82%
Eli Lilly And Company6,739US$8.08M0.70%
Jp Morgan Chase & Co.21,606US$7.07M0.61%
Johnson & Johnson26,804US$6.81M0.59%
Berkshire Hathaway Inc.13,493US$6.75M0.58%
Abbvie Inc.24,787US$6.24M0.54%
Goldman Sachs Group, Inc. (the)5,194US$5.25M0.45%
Costco Wholesale Corporation5,562US$5.2M0.45%
U.s. Bancorp76,904US$4.64M0.40%
Dutch Bros Inc.59,926US$4.3M0.37%
United Rentals, Inc.3,733US$4.23M0.36%
Marvell Technology, Inc.13,883US$4.14M0.36%
Emerson Electric Company28,703US$4.11M0.35%
Advanced Micro Devices Inc6,476US$3.76M0.32%
3m Company22,661US$3.67M0.32%
Merck & Company, Inc.27,029US$3.47M0.30%
Western Digital Corporation4,610US$2.94M0.25%
Chevron Corporation16,558US$2.74M0.24%
Intel Corporation18,207US$2.54M0.22%
Verizon Communications Inc.59,825US$2.53M0.22%
Alaska Air Group, Inc.47,964US$2.5M0.22%
Tesla, Inc.5,953US$2.5M0.22%
Lam Research Corporation5,660US$2.45M0.21%
Palo Alto Networks, Inc.6,586US$2.25M0.19%
Fortinet, Inc.13,955US$2.14M0.18%
Caterpillar, Inc.1,994US$2.12M0.18%
International Business Machines Corporation6,694US$1.88M0.16%
Wells Fargo & Company21,688US$1.79M0.15%
Morgan Stanley8,155US$1.7M0.15%
Applied Materials, Inc.2,259US$1.63M0.14%
Karman Holdings Inc.32,333US$1.61M0.14%
Pfizer, Inc.66,968US$1.61M0.14%
Unitedhealth Group Incorporated3,743US$1.56M0.13%
Boeing Company (the)7,106US$1.54M0.13%
Cisco Systems, Inc.12,883US$1.51M0.13%
Meta Platforms, Inc.2,666US$1.5M0.13%
Visa Inc.4,209US$1.44M0.12%
Rtx Corporation7,540US$1.43M0.12%
Keycorp60,171US$1.39M0.12%
Space Exploration Technologies Corp7,104US$1.21M0.10%
Broadcom Inc.3,157US$1.19M0.10%
Philip Morris International Inc6,259US$1.13M0.10%
Procter & Gamble Company (the)6,890US$1.01M0.09%
Salesforce, Inc.5,717US$896K0.08%
Pepsico, Inc.6,547US$887K0.08%
Bank Of America Corporation14,820US$844K0.07%
Crowdstrike Holdings, Inc.978US$747K0.06%
Sandisk Corporation318US$723K0.06%
Nike, Inc.16,767US$688K0.06%
Walmart Inc.5,592US$633K0.05%
Starbucks Corporation5,999US$613K0.05%
Northwest Natural Holding Company11,732US$576K0.05%
Airbnb, Inc.3,946US$565K0.05%
Netflix, Inc.7,866US$562K0.05%
Bristol-myers Squibb Company9,727US$560K0.05%
Ge Aerospace1,463US$547K0.05%
Blackstone Inc.4,609US$542K0.05%
Home Depot, Inc. (the)1,505US$531K0.05%
Ge Vernova Inc.438US$514K0.04%
Altria Group, Inc.7,049US$507K0.04%
Mcdonald's Corporation1,851US$500K0.04%
Louisiana-pacific Corporation6,269US$493K0.04%
Qualcomm Incorporated2,549US$471K0.04%
Abbott Laboratories5,148US$467K0.04%
Kroger Company (the)8,240US$458K0.04%
Ford Mtr Co Del32,852US$457K0.04%
Kimberly-clark Corporation4,065US$446K0.04%
Sherwin-williams Company (the)1,295US$446K0.04%
Duke Energy Corporation (holding Company)3,522US$446K0.04%
Keysight Technologies Inc.1,248US$437K0.04%
Mastercard Incorporated836US$429K0.04%
Texas Instruments Incorporated1,401US$418K0.04%
At&t Inc.20,116US$416K0.04%
Citigroup, Inc.2,833US$397K0.03%
Taiwan Semiconductor Manufacturing Co., Ltd.827US$395K0.03%
Deere & Company622US$395K0.03%
Columbia Banking System, Inc.12,014US$385K0.03%
Palantir Technologies Inc.3,256US$380K0.03%
Coca-cola Company (the)4,476US$364K0.03%
Mccormick & Company, Incorporated6,979US$352K0.03%
Ats Corporation12,080US$348K0.03%
Iron Mountain Incorporated (delaware)2,725US$344K0.03%
Agilent Technologies, Inc.2,511US$334K0.03%
Semtech Corporation2,000US$324K0.03%
Weyerhaeuser Company13,154US$315K0.03%
Walt Disney Company (the)3,237US$312K0.03%
Intuitive Surgical, Inc.776US$309K0.03%
Lowe's Companies, Inc.1,380US$304K0.03%
Paypal Holdings, Inc.7,023US$303K0.03%
California Water Service Group6,208US$302K0.03%
Teledyne Technologies Incorporated452US$301K0.03%
Hewlett Packard Enterprise Company6,561US$296K0.03%
Amgen Inc.808US$292K0.03%
Western Union Company (the)37,549US$289K0.02%
Oracle Corporation1,968US$288K0.02%

Every holding of TRUE Private Wealth Advisors

Source

View original at SEC

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