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TrueWealth Advisors

Latest statistics and disclosures from TrueWealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are GRNY, SPY, FBND, CGMS, DBEF, and represent 28.80% of TrueWealth Advisors's stock portfolio.
Added to shares of these 10 stocks: FBND (+$13M), SPYV (+$5.9M), QQQ, DBEF, DRSK, SMA, META, IGRO, RDDT, OALC.
Started 28 new stock positions in RDDT, IEMG, Tidal Trust Iii, CGIE, GLXY, AXP, CGDV, FENI, GRID, COP.
Reduced shares in these 10 stocks: ACIO (-$5.3M), CGMS, FTSL, LRN, COIN, SPAB, STX, SCHD, J, DE.
Sold out of its positions in COIN, GMAR, GSEW, ITOT, QUAL, LRN, TPHD, TFC, VWO.
TrueWealth Advisors was a net buyer of stock by $16M.
TrueWealth Advisors has $386M in assets under management (AUM), dropping by 4.47%.
Central Index Key (CIK): 0001817714

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Portfolio Holdings for TrueWealth Advisors

TrueWealth Advisors holds 241 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Tidal Trust I Fundstrat Granny (GRNY)	8.5	$33M		1.3M	24.76	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	6.1	$23M		34k	681.91	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	5.3	$21M	+156%	449k	46.04	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	4.6	$18M	-19%	645k	27.62	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	4.3	$17M	+5%	344k	48.11	View chart
Etf Ser Solutions Aptus Defined (DRSK)	3.1	$12M	+6%	427k	28.47	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.9	$11M	+19%	19k	614.29	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	2.7	$10M	+3%	273k	38.32	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	2.5	$9.8M	-35%	224k	43.70	View chart
Ea Series Trust Freedom 100 Em (FRDM)	1.9	$7.2M	+2%	141k	51.27	View chart
Ishares Tr Intl Div Grwth (IGRO)	1.8	$7.0M	+8%	85k	82.77	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	1.6	$6.1M		241k	25.17	View chart
Spdr Series Trust State Street Spd (SPYV)	1.5	$5.9M	NEW	104k	56.81	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.3	$5.1M	-4%	49k	102.42	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.2	$4.7M	-10%	172k	27.43	View chart
Servisfirst Bancshares (SFBS)	1.2	$4.7M		66k	71.79	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	1.2	$4.4M	-32%	97k	45.88	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	1.1	$4.1M	+5%	112k	36.38	View chart
Unified Ser Tr Oneascent Large (OALC)	1.1	$4.1M	+15%	115k	35.45	View chart
Spdr Series Trust State Street Spd (SJNK)	1.0	$4.0M	+5%	158k	25.32	View chart
Heico Corp Cl A (HEI.A)	1.0	$3.8M		15k	252.43	View chart
Southern Company (SO)	1.0	$3.8M		44k	87.20	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	1.0	$3.8M	+6%	7.8k	480.57	View chart
Innovative Industria A (IIPR)	0.9	$3.4M	-2%	71k	47.36	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.8	$3.1M	+4%	52k	60.17	View chart
Apple (AAPL)	0.8	$3.1M		11k	271.86	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.7	$2.7M		47k	58.73	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$2.7M	-2%	48k	57.24	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.7	$2.7M	-2%	39k	69.47	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.7	$2.6M	+4%	45k	58.12	View chart
Microsoft Corporation (MSFT)	0.7	$2.5M		5.2k	483.62	View chart
Wal-Mart Stores (WMT)	0.6	$2.3M		21k	111.41	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.6	$2.2M	+9%	92k	24.20	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.6	$2.2M	-12%	45k	49.15	View chart
Amazon (AMZN)	0.6	$2.2M		9.6k	230.82	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$2.1M	+2%	9.8k	219.78	View chart
Spdr Series Trust State Street Spd (SPLG)	0.6	$2.1M		27k	80.22	View chart
Tesla Motors (TSLA)	0.5	$1.9M	-7%	4.2k	449.72	View chart
Timothy Plan Us Lrgmd Cp Core (TPLC)	0.5	$1.8M	+7%	40k	45.45	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$1.8M	+2%	7.1k	252.94	View chart
Spdr Series Trust State Street Spd (SPAB)	0.5	$1.8M	-25%	70k	25.75	View chart
Spdr Series Trust State Street Spd (SPIB)	0.5	$1.8M	-8%	53k	33.81	View chart
NVIDIA Corporation (NVDA)	0.4	$1.7M		8.9k	186.51	View chart
Chevron Corporation (CVX)	0.4	$1.7M		11k	152.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$1.7M	+18%	48k	34.26	View chart
At&t (T)	0.4	$1.6M	-12%	66k	24.84	View chart
Globe Life (GL)	0.4	$1.6M	-5%	12k	139.86	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.6M		14k	120.34	View chart
Dbx Etf Tr Xtrack Msci Emrg (DBEM)	0.4	$1.6M	+6%	51k	31.84	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$1.5M		5.0k	290.25	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$1.4M		43k	32.62	View chart
Etf Ser Solutions Opus Sml Cp Vl (OSCV)	0.4	$1.4M	-12%	38k	37.03	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$1.4M	+45%	6.5k	212.06	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.3M	-14%	4.0k	322.21	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.3	$1.3M	+21%	49k	26.24	View chart
International Business Machines (IBM)	0.3	$1.3M	-3%	4.3k	296.18	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$1.3M	-6%	48k	26.49	View chart
Williams Companies (WMB)	0.3	$1.2M	-15%	21k	60.11	View chart
Verizon Communications (VZ)	0.3	$1.2M	-5%	30k	40.73	View chart
Eli Lilly & Co. (LLY)	0.3	$1.2M		1.1k	1074.31	View chart
Kinder Morgan (KMI)	0.3	$1.2M	-9%	43k	27.49	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.3	$1.2M	+29%	42k	27.38	View chart
Regions Financial Corporation (RF)	0.3	$1.1M	+24%	42k	27.10	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$1.1M	+4%	62k	18.22	View chart
Anglogold Ashanti Com Shs (AU)	0.3	$1.1M	-12%	13k	85.28	View chart
Natural Gas Services (NGS)	0.3	$1.0M		31k	33.65	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.3	$1.0M	+12%	46k	22.64	View chart
Advisorshares Tr Advisorshs Etf (CWS)	0.3	$1.0M		15k	68.73	View chart
Roper Industries (ROP)	0.3	$1.0M	-5%	2.3k	445.19	View chart
Oracle Corporation (ORCL)	0.3	$991k	-2%	5.1k	194.90	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$988k	-6%	3.2k	313.02	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$981k		2.0k	502.65	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.2	$946k	-22%	27k	35.21	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.2	$937k	+44%	38k	24.87	View chart
Simon Property (SPG)	0.2	$937k	-29%	5.1k	185.11	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$936k	+4%	1.4k	685.06	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.2	$934k	+2%	9.6k	96.84	View chart
Meta Platforms Cl A (META)	0.2	$932k	+218%	1.4k	660.23	View chart
Lowe's Companies (LOW)	0.2	$925k		3.8k	241.16	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$920k	+47%	9.4k	98.32	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$904k	-19%	3.6k	251.18	View chart
Timothy Plan U S Sm Cp Core (TPSC)	0.2	$874k	+4%	21k	41.45	View chart
Ge Aerospace Com New (GE)	0.2	$872k	-8%	2.8k	308.03	View chart
First Solar (FSLR)	0.2	$860k	-19%	3.3k	261.23	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.2	$852k	+24%	16k	54.07	View chart
Johnson Ctls Intl SHS (JCI)	0.2	$845k		7.1k	119.75	View chart
Progressive Corporation (PGR)	0.2	$833k	+2%	3.7k	227.69	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$828k	-39%	3.0k	275.39	View chart
Cameco Corporation (CCJ)	0.2	$810k	-11%	8.8k	91.49	View chart
Carpenter Technology Corporation (CRS)	0.2	$809k	-6%	2.6k	314.85	View chart
Unified Ser Tr Oneascent Intl (OAIM)	0.2	$796k		19k	41.39	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$795k		30k	26.91	View chart
Celestica (CLS)	0.2	$791k	-28%	2.7k	295.61	View chart
Kroger (KR)	0.2	$786k	+9%	13k	62.48	View chart
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)	0.2	$778k	+4%	36k	21.46	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$755k	+98%	17k	44.71	View chart
Citigroup Com New (C)	0.2	$755k	-4%	6.5k	116.69	View chart
First Tr Exchange Traded Multi Asset Di (MDIV)	0.2	$755k	-11%	48k	15.72	View chart
S&p Global (SPGI)	0.2	$751k	+5%	1.4k	522.69	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$749k	-23%	12k	62.47	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.2	$748k	+4%	16k	47.14	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$730k		3.7k	199.68	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.2	$694k	+38%	26k	27.15	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.2	$683k	+17%	11k	60.35	View chart
Vistra Energy (VST)	0.2	$680k	+10%	4.2k	161.32	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$675k		3.2k	210.33	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$669k	+96%	4.6k	143.96	View chart
Johnson & Johnson (JNJ)	0.2	$661k		3.2k	206.95	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$660k	-6%	3.5k	190.99	View chart
Palo Alto Networks (PANW)	0.2	$660k	-4%	3.6k	184.20	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.2	$654k		14k	48.00	View chart
CSX Corporation (CSX)	0.2	$648k	+185%	18k	36.25	View chart
Smartstop Self Storag Reit I Common Stock (SMA)	0.2	$642k	NEW	21k	30.94	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$633k		4.4k	143.51	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.2	$609k	-13%	4.2k	146.58	View chart
RBB Us Treas 3 Mnth (TBIL)	0.2	$608k		12k	49.88	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$601k	+93%	14k	42.69	View chart
Trane Technologies SHS (TT)	0.2	$597k		1.5k	389.20	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.2	$585k		7.4k	78.95	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$573k	+14%	12k	46.54	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$563k	-10%	30k	18.91	View chart
Cisco Systems (CSCO)	0.1	$559k	-2%	7.3k	77.03	View chart
Bank of America Corporation (BAC)	0.1	$552k	+12%	10k	55.00	View chart
Broadcom (AVGO)	0.1	$551k	-11%	1.6k	346.13	View chart
Reddit Cl A (RDDT)	0.1	$542k	NEW	2.4k	229.87	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$533k	+6%	4.3k	123.26	View chart
Eaton Corp SHS (ETN)	0.1	$522k	-5%	1.6k	318.51	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.1	$518k	NEW	11k	45.32	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$516k	-7%	6.5k	78.81	View chart
General Dynamics Corporation (GD)	0.1	$509k		1.5k	336.56	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.1	$502k		3.0k	168.28	View chart
Huntington Ingalls Inds (HII)	0.1	$493k	NEW	1.5k	340.07	View chart
Duke Energy Corp Com New (DUK)	0.1	$492k	+9%	4.2k	117.21	View chart
Procter & Gamble Company (PG)	0.1	$489k	-3%	3.4k	143.29	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$487k	-7%	2.5k	191.54	View chart
Caterpillar (CAT)	0.1	$483k	+3%	843.00	572.80	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$480k	NEW	793.00	605.01	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$478k	+9%	1.2k	396.31	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$473k		754.00	627.22	View chart
Etf Ser Solutions Aptus Enhanced (JUCY)	0.1	$470k	-26%	21k	22.20	View chart
AFLAC Incorporated (AFL)	0.1	$468k		4.2k	110.27	View chart
Strategy Eventide Us Mrkt (ESUM)	0.1	$464k	+2%	17k	26.93	View chart
BP Sponsored Adr (BP)	0.1	$459k	-22%	13k	34.73	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$453k	-24%	10k	44.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$453k		1.4k	335.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.1	$449k	-8%	11k	39.35	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$447k	+47%	6.3k	71.45	View chart
Diamondback Energy (FANG)	0.1	$441k	-5%	2.9k	150.33	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$439k		10k	42.48	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.1	$434k	NEW	16k	26.74	View chart
Parker-Hannifin Corporation (PH)	0.1	$431k	NEW	490.00	878.98	View chart
ConocoPhillips (COP)	0.1	$430k	NEW	4.6k	93.60	View chart
Pfizer (PFE)	0.1	$426k	+57%	17k	24.90	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$423k		3.0k	141.14	View chart
Quanta Services (PWR)	0.1	$421k	NEW	997.00	422.06	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$420k	+29%	8.2k	51.14	View chart
Honeywell International (HON)	0.1	$420k		2.2k	195.12	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$418k	-11%	856.00	487.85	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$415k	-5%	1.3k	313.72	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$410k		3.4k	121.62	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$407k	+32%	3.2k	128.93	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$395k		524.00	753.78	View chart
Micron Technology (MU)	0.1	$395k	-5%	1.4k	285.35	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$395k		8.0k	49.19	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$388k		4.7k	82.81	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.1	$386k	-6%	15k	26.34	View chart
McDonald's Corporation (MCD)	0.1	$383k		1.3k	305.62	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.1	$374k	+5%	18k	21.23	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$373k	-11%	7.7k	48.32	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$371k		2.4k	154.78	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$368k	NEW	8.4k	43.64	View chart
Coca-Cola Company (KO)	0.1	$368k		5.3k	69.91	View chart
Boeing Company (BA)	0.1	$358k		1.6k	217.12	View chart
Raytheon Technologies Corp (RTX)	0.1	$358k	+3%	2.0k	183.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$355k	-4%	1.4k	257.98	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$353k	NEW	15k	23.23	View chart
Abbvie (ABBV)	0.1	$351k		1.5k	228.49	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$351k		1.6k	214.64	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$350k		2.6k	136.94	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$348k		3.1k	113.72	View chart
Lockheed Martin Corporation (LMT)	0.1	$340k		703.00	483.60	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$338k		4.7k	71.42	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$335k	-35%	11k	30.96	View chart
Altria (MO)	0.1	$332k		5.8k	57.66	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$330k	NEW	2.2k	153.05	View chart
Charles Schwab Corporation (SCHW)	0.1	$330k		3.3k	99.91	View chart
Galaxy Digital Cl A (GLXY)	0.1	$316k	NEW	14k	22.36	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$311k	-3%	4.7k	66.00	View chart
Deere & Company (DE)	0.1	$309k	-57%	663.00	465.74	View chart
Palantir Technologies Cl A (PLTR)	0.1	$306k		1.7k	177.75	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$300k	+12%	4.9k	60.81	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.1	$299k	-2%	12k	24.77	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$298k		1.9k	155.10	View chart
Linde SHS (LIN)	0.1	$296k		694.00	426.35	View chart
Applovin Corp Com Cl A (APP)	0.1	$295k	NEW	438.00	673.82	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$294k	+7%	6.6k	44.32	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$290k	+3%	5.8k	49.99	View chart
Prudential Financial (PRU)	0.1	$287k	-22%	2.5k	112.89	View chart
Equifax (EFX)	0.1	$280k		1.3k	217.01	View chart
Ge Vernova (GEV)	0.1	$279k	NEW	427.00	653.65	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$279k		5.5k	51.10	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$276k	-3%	6.2k	44.47	View chart
Advanced Micro Devices (AMD)	0.1	$268k	-8%	1.2k	214.16	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$264k	NEW	7.2k	36.58	View chart
Emerson Electric (EMR)	0.1	$261k		2.0k	132.74	View chart
Draftkings Com Cl A (DKNG)	0.1	$261k		7.6k	34.46	View chart
Gilead Sciences (GILD)	0.1	$260k	-17%	2.1k	122.75	View chart
Carlisle Companies (CSL)	0.1	$256k		800.00	319.86	View chart
UnitedHealth (UNH)	0.1	$251k	-43%	761.00	329.90	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$247k	NEW	3.7k	67.22	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$244k		619.00	393.92	View chart
Middleby Corporation (MIDD)	0.1	$243k	-9%	1.6k	148.67	View chart
M&T Bank Corporation (MTB)	0.1	$238k		1.2k	201.48	View chart
Clorox Company (CLX)	0.1	$238k		2.4k	100.83	View chart
Fiserv (FI)	0.1	$237k	+108%	3.5k	67.17	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$232k		1.1k	204.78	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$232k	NEW	300.00	771.87	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$231k	-9%	3.0k	77.87	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$228k	+9%	2.4k	95.24	View chart
Home Depot (HD)	0.1	$227k		660.00	343.85	View chart
Merck & Co (MRK)	0.1	$226k	NEW	2.2k	105.25	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$226k	-10%	3.2k	69.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.1	$225k		5.1k	44.42	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$222k	-51%	3.7k	59.93	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$222k		3.1k	71.40	View chart
Jacobs Engineering Group (J)	0.1	$219k	-66%	1.7k	132.47	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$219k	NEW	873.00	250.31	View chart
Southwest Airlines (LUV)	0.1	$218k	NEW	5.3k	41.33	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$218k		3.2k	68.36	View chart
SEI Investments Company (SEIC)	0.1	$217k		2.6k	82.02	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$216k	NEW	629.00	342.97	View chart
American Express Company (AXP)	0.1	$211k	NEW	571.00	370.18	View chart
SLB Com Stk (SLB)	0.1	$211k	NEW	5.5k	38.38	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.1	$210k	-10%	4.1k	51.26	View chart
Marathon Petroleum Corp (MPC)	0.1	$208k		1.3k	162.61	View chart
Tidal Trust Iii Fundstrat Granny	0.1	$206k	NEW	8.1k	25.55	View chart
Visa Com Cl A (V)	0.1	$204k	-13%	583.00	350.53	View chart
Pepsi (PEP)	0.1	$203k	NEW	1.4k	143.51	View chart
Capital Group International SHS (CGIE)	0.1	$201k	NEW	5.8k	34.82	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$190k	-19%	12k	16.49	View chart
Callaway Golf Company (MODG)	0.0	$163k	-29%	14k	11.67	View chart

Past Filings by TrueWealth Advisors

SEC 13F filings are viewable for TrueWealth Advisors going back to 2020

TrueWealth Advisors 2025 Q4 filed Jan. 7, 2026
TrueWealth Advisors 2025 Q3 filed Oct. 15, 2025
TrueWealth Advisors 2025 Q2 filed July 3, 2025
TrueWealth Advisors 2025 Q1 filed April 10, 2025
TrueWealth Advisors 2024 Q4 filed Jan. 15, 2025
TrueWealth Advisors 2024 Q3 filed Oct. 29, 2024
TrueWealth Advisors 2024 Q2 filed July 24, 2024
TrueWealth Advisors 2024 Q1 filed April 23, 2024
TrueWealth Advisors 2023 Q4 filed Feb. 8, 2024
TrueWealth Advisors 2023 Q3 filed Nov. 7, 2023
TrueWealth Advisors 2023 Q2 filed July 31, 2023
TrueWealth Advisors 2023 Q1 filed April 19, 2023
TrueWealth Advisors 2022 Q4 filed Jan. 23, 2023
TrueWealth Advisors 2022 Q3 filed Oct. 21, 2022
TrueWealth Advisors 2022 Q2 filed July 27, 2022
TrueWealth Advisors 2022 Q1 restated filed May 5, 2022

View all past filings

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