TRUE Private Wealth Advisors has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing equity holdings as of September 30, 2026. The filing lists a total of 289 distinct positions held by the firm.
The report indicates the firm's address on file is 388 State St Suite 1000 in Salem, Oregon, though the filing notes the system accepted a prior address as the updated address (1781 Liberty St. SE, Suite 200) was not accepted at the time of submission. The report was signed by Madison Laughlin, Chief Compliance Officer, on October 19, 2026.
The information table provided in the filing details a wide range of holdings across various sectors. Major technology companies appear frequently in the portfolio, including Apple Inc., Microsoft Corporation, NVIDIA Corporation, and Meta Platforms Inc. The filing also lists significant positions in exchange-traded funds, such as the iShares Core S&P Total U.S. Stock Market ETF and the iShares Core MSCI Total International Stock ETF.
Other notable disclosed positions include shares in Johnson & Johnson, Berkshire Hathaway Inc., Costco Wholesale Corporation, and Eli Lilly & Co. The report also includes several leveraged and inverse exchange-traded funds, such as the Direxion Daily S&P 500 Bull 2X ETF and the GraniteShares 2X Long NVDA ETF.
