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Madison Laughlin

True Private Wealth Advisors

Assets Managed
$1.049B
Holdings
266
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
5.11%(2Q avg: 3.48%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in True Private Wealth Advisors's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 266 positions.

Assets under management

The assets under management (AUM) of True Private Wealth Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.049B in assets, with a quarterly growth rate of 5.11% and a 2-quarter average growth rate of 3.48%. The portfolio is managed by Madison Laughlin, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IXUS
Ishares Core Intl Stock Etf
Recent Activity
Increased 43.13%
8.44%
$88.546M
1.022M shares@ $86.65 avg price
EMXC
Ishares Msci Emr Mrk Ex Chna
Recent Activity
Increased 1.91%
4.47%
$46.842M
595,500 shares@ $78.67 avg price
IBTJ
Ishares Ibonds Dec 2029 Term
Recent Activity
Decreased -5.81%
3.8%
$39.804M
1.822M shares@ $21.85 avg price
IBIE
Ishares Ibonds Oct 2028 Tt
Recent Activity
Decreased -9.09%
3.71%
$38.843M
1.48M shares@ $26.25 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -0.56%
3.69%
$38.613M
201,195 shares@ $191.93 avg price
IEUR
Ishares Core Msci Europe Etf
Recent Activity
Increased 7.23%
3.67%
$38.476M
547,549 shares@ $70.28 avg price
IBTL
Ishares Ibonds Dec 2031 Term
Recent Activity
Decreased -4%
3.63%
$37.989M
1.862M shares@ $20.4 avg price
IBTH
Ishares Ibonds Dec 2027 Term
Recent Activity
Decreased -13.94%
3.59%
$37.638M
1.678M shares@ $22.44 avg price
FDL
First Trust Morn Dvd Lead In
Recent Activity
Decreased -0.34%
3.58%
$37.502M
738,221 shares@ $50.81 avg price
IBIG
Ishares Ibonds Oct 2030 Tt
Recent Activity
Decreased -7.04%
3.49%
$36.57M
1.393M shares@ $26.26 avg price

1-10 of 266