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Madison Laughlin

True Private Wealth Advisors

Assets Managed
$1.159B
Holdings
283
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
10.46%(2Q avg: 7.79%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in True Private Wealth Advisors's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 283 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.159B in assets, with a quarterly growth rate of 10.46% and a 2-quarter average growth rate of 7.79%. The portfolio is managed by Madison Laughlin, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IXUS
Ishares Core Intl Stock Etf
Recent Activity
Decreased -15.64%
7.11%
$82.281M
862,127 shares@ $95.45 avg price
EMXC
Ishares Msci Emr Mrk Ex Chna
Recent Activity
Decreased -17.51%
4.34%
$50.247M
491,174 shares@ $102.31 avg price
SOXX
Ishares Semiconductor Etf
Recent Activity
Increased 0.53%
3.75%
$43.385M
67,709 shares@ $640.76 avg price
IEUR
Ishares Core Msci Europe Etf
Recent Activity
Decreased -1.13%
3.52%
$40.691M
541,317 shares@ $75.18 avg price
EWJ
Ishares Msci Japan Etf
Recent Activity
Increased 846.06%
3.17%
$36.669M
393,152 shares@ $93.28 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -15.48%
3.13%
$36.18M
170,044 shares@ $212.78 avg price
IBTJ
Ishares Ibonds Dec 2029 Term
Recent Activity
Decreased -8.35%
3.12%
$36.155M
1.67M shares@ $21.65 avg price
SMIZ
Zacks Small Mid Cap Etf
Recent Activity
Increased 15.7%
3%
$34.665M
776,904 shares@ $44.62 avg price
IBIG
Ishares Ibonds Oct 2030 Tt
Recent Activity
Decreased -6.07%
2.97%
$34.352M
1.308M shares@ $26.26 avg price
IBTL
Ishares Ibonds Dec 2031 Term
Recent Activity
Decreased -9.32%
2.95%
$34.094M
1.689M shares@ $20.2 avg price

1-10 of 283