Long-term investor
True Private Wealth Advisors @trueprivatewealthadvisor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001667074).
Record
- Tracked since 2025-06-30 (478 days), 97 trades recorded
- Returns: week n/a · month n/a · 90 days -0.7% · 6 months -0.7% · 1 year -0.7% · all -0.7%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46432F834 · 7.1% · long · since 2025-09-30
- 46434G764 · 4.2% · long · since 2025-09-30
- 46434V738 · 3.4% · long · since 2025-09-30
- 46434G822 · 3.3% · long · since 2026-03-31
- 464287523 · 3.3% · long · since 2025-09-30
- 46436E825 · 3.1% · long · since 2025-09-30
- 46137V357 · 3.0% · long · since 2025-09-30
- 46438G703 · 2.9% · long · since 2025-09-30
- 46438G885 · 2.9% · long · since 2025-09-30
- 46436E460 · 2.9% · long · since 2025-09-30
- 98888G204 · 2.7% · long · since 2025-09-30
- AAPL · 2.7% · long · since 2025-09-30