SEC Form 13F · Q1 2026

TRUE Private Wealth Advisors

Institutional Holdings Report

13F-HROR
$1.0B
Portfolio Value
266
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
TRUE Private Wealth Advisors
CIK
1667074
Accession No.
0001172661-26-002230
Location
Salem, OR
Form Type
13F-HR
Portfolio Value
$1.0B
Holdings Reported
266
Reporting Period
Q1 2026
Filed
May 15, 2026

About this Filing

TRUE Private Wealth Advisors is an institutional investment manager based in Salem, OR reporting approximately $1.0B in 13(f) securities across 266 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.