Fund Holdings — TRUE Private Wealth Advisors

Total Portfolio Value
$1.16B
Total Bought
$180.02M
Total Sold
$257.23M
Net Transaction
-$77.22M
Filing Period:
Securities
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SharesValue ($K)
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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ISHARES INC
MSCI JAPAN ETF
41,557393,152+351,5953,50936,6693.16%+33,160
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
11,421189,260+177,8391,26525,2192.18%+23,954
ISHARES TR67,35767,709+35222,13843,3853.74%+21,248
MICRON TECHNOLOGY INC(MU)15,10714,454-6535,10416,6841.44%+11,580
ISHARES GOLD TR(IAU)205,656389,255+183,59918,13129,3932.54%+11,262
ZACKS TRUST
SMALL/MID CAP
671,534776,904+105,37024,89434,6652.99%+9,772
ROUNDHILL ETF TRUST0131,840+131,84009,7360.84%+9,736
ALPS ETF TR
ALERIAN MLP
383,010555,543+172,53320,16228,8052.49%+8,643
ISHARES TR69,65981,229+11,57017,27624,4052.11%+7,130
VANGUARD WORLD FD
INF TECH ETF
17,390139,665+122,27512,13416,6931.44%+4,559
SPDR SERIES TRUST
ST STR CONV ETF
22,77061,307+38,5372,0846,6100.57%+4,526
MARVELL TECHNOLOGY INC(MRVL)4,78713,883+9,0964744,1360.36%+3,662
ISHARES INC
MSCI EMRG CHN
595,500491,174-104,32646,84250,2474.34%+3,405
ADVANCED MICRO DEVICES INC(AMD)2,2116,476+4,2654503,7620.32%+3,312
DIREXION SHARES ETF TRUST
DA TE BU 3X ETF
19,81421,077+1,2631,7154,8640.42%+3,149
APPLE INC(AAPL)99,54096,808-2,73225,26228,0122.42%+2,750
ISHARES TR
CORE MSCI EURO
547,549541,317-6,23238,47640,6913.51%+2,214
WESTERN DIGITAL CORP(WDC)2,8224,610+1,7887642,9440.25%+2,181
INTEL CORP(INTC)8,93218,207+9,2753942,5420.22%+2,148
SELECT SECTOR SPDR TR
ST STR TECHN ETF
010,045+10,04501,9140.17%+1,914
ELI LILLY & CO(LLY)6,8986,739-1596,3458,0820.70%+1,737
VANECK ETF TRUST
CLO ETF
433,794458,362+24,56822,86124,2702.09%+1,409
DIREXION SHARES ETF TRUST
DAI SEM BUL ETF
4,2615,529+1,2682041,4750.13%+1,270
DUTCH BROS INC(BROS)60,18959,926-2633,0494,3030.37%+1,254
SPACE EXPLORATION TECHN CORP07,104+7,10401,2140.10%+1,214
PALO ALTO NETWORKS INC(PANW)6,5986,586-121,0582,2460.19%+1,188
DIREXION SHARES ETF TRUST
DLY MU BULL 2X
01,052+1,05201,1040.10%+1,104
UNITED RENTALS INC(URI)4,3673,733-6343,1824,2290.36%+1,047
ZACKS TRUST
EARNGS CONSTANT
231,205233,900+2,6957,8228,8270.76%+1,006
ARM HOLDINGS PLC02,808+2,80809960.09%+996
GRANITESHARES ETF TR
2X LONG NVDA ETF
65,827192,307+126,4804,7775,7330.49%+956
FORTINET INC(FTNT)14,64913,955-6941,1972,1440.18%+947
BANK MONTREAL MEDIUM95,33591,322-4,0131,4902,3480.20%+858
SCHWAB STRATEGIC TR462,164473,631+11,46714,17915,0191.30%+840
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0827+82707980.07%+798
ALASKA AIR GROUP INC46,77247,964+1,1921,7202,5040.22%+783
VANGUARD INDEX FDS12,83112,285-5467,6678,4380.73%+770
SANDISK CORP(SNDK)0318+31807230.06%+723
PROSHARES TR
ULTRAPRO QQQ
18,49918,243-2567711,4780.13%+707
US BANCORP(USB)76,81976,904+853,9954,6450.40%+650
CATERPILLAR INC(CAT)2,0991,994-1051,4872,1240.18%+636
ISHARES TR
IBONDS DEC 28
31,32156,019+24,6988001,4330.12%+633
AMAZON COM INC(AMZN)45,74342,547-3,1969,52710,1410.88%+614
ISHARES TR40,32963,570+23,2411,0221,6140.14%+592
ISHARES TR123,360122,610-7507,9388,5210.74%+583
ISHARES TR
IBONDS DEC 2030
27,90149,125+21,2247211,2710.11%+550
UNITEDHEALTH GROUP INC(UNH)3,7553,743-121,0161,5560.13%+539
MICROSOFT CORP(MSFT)31,69232,876+1,18411,73112,2631.06%+532
ALPHABET INC(GOOG)18,90316,683-2,2205,4365,9620.51%+526
ISHARES TR
IBONDS DEC 27
40,37261,037+20,6651,0271,5520.13%+524
DIREXION SHARES ETF TRUST
DLY GOOGL BUL 2X
14,64514,640-51,1431,6650.14%+522
JPMORGAN CHASE & CO(JPM)22,42521,606-8196,5977,0720.61%+476
LAM RESEARCH CORP(LRCX)9,3715,660-3,7112,0022,4520.21%+450
EXCHANGE TRADED CONCEPTS TRU26,47825,976-5021,8122,2250.19%+413
ISHARES TR4,6744,628-463,0533,4660.30%+412
ZACKS TRUST
QUALITY INTL ETF
156,360158,125+1,7654,2154,6200.40%+405
TIDAL TRUST I90,67492,791+2,1172,1642,5660.22%+401
VANGUARD INDEX FDS6,2547,235+9811,3591,7580.15%+399
INVESCO QQQ TR2,9122,819-931,6812,0760.18%+395
CISCO SYS INC(CSCO)14,58112,883-1,6981,1311,5130.13%+382
ALPHABET INC(GOOG)10,9679,975-9923,1463,5250.30%+379
GOLDMAN SACHS GROUP INC(GS)5,7765,194-5824,8875,2540.45%+367
DIREXION SHARES ETF TRUST
DLY AAPL BULL 2X
54,42654,292-1341,5271,8930.16%+366
MORGAN STANLEY(MS)8,1488,155+71,3411,7050.15%+364
ISHARES TR2,7424,143+1,4014257790.07%+354
MCCORMICK & CO INC(MKC)06,979+6,97903520.03%+352
ISHARES TR48,95447,363-1,5913,3063,6520.32%+346
DIREXION SHARES ETF TRUST
DLY AMZN BULL 2X
54,23854,171-671,4571,8000.16%+343
ABBVIE INC(ABBV)27,10324,787-2,3165,8956,2370.54%+343
CROWDSTRIKE HLDGS INC(CRWD)1,081978-1034227470.06%+325
SEMTECH CORP(SMTC)02,000+2,00003240.03%+324
ISHARES TR16,62615,968-6583,5533,8710.33%+319
VANECK ETF TRUST
MORN SMID MO ETF
61,20963,375+2,1662,1542,4630.21%+309
HEWLETT PACKARD ENTERPRISE C(HPE)06,561+6,56102960.03%+296
GOLDMAN SACHS ETF TR26,02827,212+1,1841,1241,4150.12%+291
WESTERN UN CO(WU)037,549+37,54902890.02%+289
ISHARES TR4,3816,650+2,2694487330.06%+285
ISHARES TR
US TREAS BD ETF
011,586+11,58602640.02%+264
INTERNATIONAL BUSINESS MACHS(IBM)6,7036,694-91,6251,8820.16%+258
ISHARES TR44,80647,441+2,6354,4484,6960.41%+248
DIREXION SHARES ETF TRUST
DAIL AI BULL ETF
03,889+3,88902470.02%+247
GRANITESHARES ETF TR
2X LONG TSLA ETF
09,428+9,42802290.02%+229
PUBLIC STORAGE(PSA)0712+71202270.02%+227
HONEYWELL INTL INC01,008+1,00802260.02%+226
ISHARES TR16,10715,015-1,0922,0022,2270.19%+224
HONEYWELL AEROSPACE INC01,006+1,00602220.02%+222
ISHARES TR01,490+1,49002200.02%+220
ISHARES TR
MSCI USA MMENTM
0639+63902190.02%+219
STATE STR SPDR S&P 500 ETF T(SPY)0291+29102170.02%+217
WISDOMTREE TR(WT)02,312+2,31202160.02%+216
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
02,629+2,62902130.02%+213
ISHARES TR01,274+1,27402120.02%+212
BROADCOM INC(AVGO)3,1743,157-179831,1930.10%+210
EXPEDITORS INTL WASH INC(EXPD)01,275+1,27502080.02%+208
PROSHARES TR II05,906+5,90602070.02%+207
DIREXION SHARES ETF TRUST
DLY NVDA BULL 2X
01,734+1,73402060.02%+206
ISHARES INC20,83221,725+8931,3051,5100.13%+205
KLA CORP(KLAC)0666+66602010.02%+201
ISHARES TR01,284+1,28402010.02%+201
VANGUARD INDEX FDS0583+58302000.02%+200
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TRUE Private Wealth Advisors — 13F Holdings — Q2 2026 | TickerTrail