TRUE Private Wealth Advisors
Annual return '25
+41.1%
SPY '25
+17.7%
Alpha
+23.4ptsvs SPY
Invested
$1B
Holdings
265
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IXUS
ISHARES TR
Q1 2026: Exited (was 714.1k shares)
8.4%
02
$EMXC
ISHARES INC
Q1 2026: Exited (was 584.4k shares)
4.5%
03
$IBTJ
ISHARES TR
Q1 2026: Exited (was 1.93M shares)
3.8%
04
$IBIE
ISHARES TR
Q1 2026: Exited (was 1.63M shares)
3.7%
05
$RSP
INVESCO EXCHANGE TRADED FD T
Q1 2026: Exited (was 202.3k shares)
3.7%
06
$IEUR
ISHARES TR
Q1 2026: Exited (was 510.6k shares)
3.7%
07
$IBTL
ISHARES TR
Q1 2026: Exited (was 1.94M shares)
3.6%
08
$IBTH
ISHARES TR
Q1 2026: Exited (was 1.95M shares)
3.6%
09
$FDL
FIRST TR EXCHANGE-TRADED FD
Q1 2026: Exited (was 740.8k shares)
3.6%
10
$IBIG
ISHARES TR
Q1 2026: Exited (was 1.50M shares)
3.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:48 UTC.