TRUE Private Wealth Advisors

Position in SMR — NUSCALE POWER Corp

CIK 1667074 Salem, OR

Position in SMR

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$161,844

+$28,090 QoQ

Shares Held

16,136

+30.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#58

of 164 holders

Holding Since

Sep 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

TRUE Private Wealth Advisors holds $5,132,928 across 4 Specialty Industrial Machinery names. SMR ranks #4 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co	28,703	$4,108,834
2	GEV	GE Vernova Inc.	438	$514,588
3	ATS	ATS Corp /ATS	12,080	$347,662
4	SMR	NUSCALE POWER Corp This page	16,136	$161,844

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$161,844	16,136	+30.8%	Shares	Sole	2026-07-23
2026-03-31	$133,754	12,339	-2.2%	Shares	Sole	2026-05-15
2025-09-30	$454,140	12,615	-4.5%	Shares	Sole	2025-11-14
2025-06-30	$522,310	13,203	-30.4%	Shares	Sole	2025-08-11
2025-03-31	$268,601	18,969	+88.0%	Shares	Sole	2025-05-15
2024-09-30	$116,865	10,092	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.