TRUE Private Wealth Advisors
Top Portfolio Positions
134 positions ·
$243,729,036 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
99,540 | $25,262,256 | 10.36% | |
| IAU |
Ishares Gold Trust
|
205,656 | $18,130,632 | 7.44% | |
| NVDA |
Nvidia Corp
Technology
|
82,059 | $14,311,089 | 5.87% | |
| MSFT |
Microsoft Corp
Technology
|
31,692 | $11,731,427 | 4.81% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
45,743 | $9,526,894 | 3.91% | |
| JNJ |
Johnson & Johnson
Healthcare
|
29,284 | $7,158,180 | 2.94% | |
| XOM |
Exxon Mobil Corp
Energy
|
40,336 | $6,843,405 | 2.81% | |
| CVX |
Chevron Corp
Energy
|
32,905 | $6,808,044 | 2.79% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
22,425 | $6,596,538 | 2.71% | |
| LLY |
ELI LILLY & Co
Healthcare
|
6,898 | $6,344,573 | 2.60% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ACB
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,860 | 11,884 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $50,150 | 11,884 | Shares | Sole | 2026-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||