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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, CGMS, DBEF, ACIO, and represent 29.24% of TrueWealth Advisors's stock portfolio.
Added to shares of these 10 stocks: GRNY (+$6.1M), DBEF (+$5.1M), FMDE, BMNR, CLS, FSLR, KR, J, WMT, COIN.
Started 16 new stock positions in COIN, CLS, KR, MIDD, FMDE, FI, ESUM, J, BMNR, ITOT. VWO, FSLR, AMD, TT, CGGR, MU.
Reduced shares in these 10 stocks: ACIO, QQQ, RSP, XMHQ, PLTR, SPY, AXON, , , SMCI.
Sold out of its positions in AXP, AXON, CPRT, CRWD, GRID, ISRG, DBC, IJR, KTOS, SMCI. VRTX.
TrueWealth Advisors was a net buyer of stock by $14M.
TrueWealth Advisors has $370M in assets under management (AUM), dropping by 9.40%.
Central Index Key (CIK): 0001817714

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Portfolio Holdings for TrueWealth Advisors

TrueWealth Advisors holds 222 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Tidal Trust I Fundstrat Granny (GRNY)	8.8	$33M	+22%	1.3M	24.99	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	6.3	$23M	-4%	35k	666.18	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	6.0	$22M	+2%	799k	27.75	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	4.1	$15M	+51%	325k	46.42	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	4.1	$15M	-17%	346k	43.43	View chart
Etf Ser Solutions Aptus Defined (DRSK)	3.1	$12M		402k	28.83	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	2.7	$10M		264k	38.02	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.5	$9.3M	-24%	16k	600.37	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.2	$8.1M	+5%	175k	46.24	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	1.8	$6.6M	+3%	144k	45.84	View chart
Ishares Tr Intl Div Grwth (IGRO)	1.7	$6.2M	+10%	78k	79.67	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	1.7	$6.1M	+2%	242k	25.19	View chart
Ea Series Trust Freedom 100 Em (FRDM)	1.6	$6.1M	+6%	138k	44.31	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.5	$5.4M	-17%	52k	104.96	View chart
Servisfirst Bancshares (SFBS)	1.4	$5.3M		66k	80.53	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.4	$5.2M		191k	27.30	View chart
Southern Company (SO)	1.1	$4.2M		44k	94.77	View chart
Innovative Industria A (IIPR)	1.1	$3.9M	+18%	73k	53.58	View chart
Heico Corp Cl A (HEI.A)	1.0	$3.9M		15k	254.09	View chart
Spdr Series Trust Bloomberg Sht Te (SJNK)	1.0	$3.9M		150k	25.60	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	1.0	$3.8M	NEW	106k	36.15	View chart
Unified Ser Tr Oneascent Large (OALC)	0.9	$3.5M	+12%	100k	34.81	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.9	$3.4M		7.4k	463.74	View chart
Apple (AAPL)	0.8	$2.9M	+2%	11k	254.63	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.8	$2.9M		50k	57.47	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.8	$2.8M	+2%	49k	57.10	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.7	$2.7M	+2%	47k	58.85	View chart
Microsoft Corporation (MSFT)	0.7	$2.7M	-2%	5.2k	518.00	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.7	$2.7M		40k	67.26	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.7	$2.5M	+4%	52k	49.31	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.7	$2.5M	+4%	43k	57.52	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.7	$2.4M	-13%	94k	25.85	View chart
Amazon (AMZN)	0.6	$2.1M	+11%	9.7k	219.57	View chart
At&t (T)	0.6	$2.1M		75k	28.24	View chart
Wal-Mart Stores (WMT)	0.6	$2.1M	+52%	21k	103.06	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$2.1M		9.6k	215.78	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.6	$2.1M		26k	78.34	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.6	$2.0M	+3%	84k	24.15	View chart
Tesla Motors (TSLA)	0.5	$2.0M	+11%	4.5k	444.72	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.5	$2.0M		58k	33.89	View chart
Globe Life (GL)	0.5	$1.8M		12k	142.97	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$1.7M		7.0k	247.13	View chart
Timothy Plan Us Lrgmd Cp Core (TPLC)	0.5	$1.7M	+2%	37k	46.30	View chart
Chevron Corporation (CVX)	0.5	$1.7M		11k	155.29	View chart
NVIDIA Corporation (NVDA)	0.5	$1.7M		9.0k	186.58	View chart
Etf Ser Solutions Opus Sml Cp Vl (OSCV)	0.4	$1.7M	-11%	43k	38.23	View chart
Williams Companies (WMB)	0.4	$1.6M		25k	63.35	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.5M	-3%	13k	112.75	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.5M	-3%	4.7k	315.42	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$1.5M		5.0k	293.76	View chart
Oracle Corporation (ORCL)	0.4	$1.5M		5.2k	281.26	View chart
Dbx Etf Tr Xtrack Msci Emrg (DBEM)	0.4	$1.5M	+5%	47k	30.85	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.4	$1.4M		52k	26.95	View chart
Verizon Communications (VZ)	0.4	$1.4M	-6%	32k	43.95	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$1.4M		43k	31.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$1.4M		41k	33.42	View chart
Kinder Morgan (KMI)	0.4	$1.4M		48k	28.31	View chart
Simon Property (SPG)	0.4	$1.3M		7.2k	187.67	View chart
International Business Machines (IBM)	0.3	$1.3M	-2%	4.5k	282.17	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.3	$1.3M	+3%	35k	36.30	View chart
Roper Industries (ROP)	0.3	$1.2M		2.4k	498.61	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.3	$1.2M	+2%	5.0k	236.06	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$1.1M		4.5k	244.07	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$1.1M		59k	18.24	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.3	$1.0M	+6%	40k	25.85	View chart
Advisorshares Tr Advisorshs Etf (CWS)	0.3	$1.0M	+19%	15k	68.63	View chart
Anglogold Ashanti Com Shs (AU)	0.3	$1.0M	+20%	15k	70.33	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$987k	+20%	2.0k	502.74	View chart
Lowe's Companies (LOW)	0.3	$964k	-3%	3.8k	251.31	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.3	$959k	NEW	19k	51.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$937k	+28%	16k	59.92	View chart
Ge Aerospace Com New (GE)	0.3	$935k		3.1k	300.79	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$925k		4.5k	206.53	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.2	$924k		9.4k	98.59	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$923k		41k	22.72	View chart
Celestica (CLS)	0.2	$920k	NEW	3.7k	246.38	View chart
First Solar (FSLR)	0.2	$897k	NEW	4.1k	220.53	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.2	$888k	+19%	33k	27.29	View chart
Regions Financial Corporation (RF)	0.2	$888k	+9%	34k	26.37	View chart
Progressive Corporation (PGR)	0.2	$885k	+40%	3.6k	246.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$878k	+33%	1.3k	669.35	View chart
Eli Lilly & Co. (LLY)	0.2	$873k		1.1k	762.68	View chart
First Tr Exchange Traded Multi Asset Di (MDIV)	0.2	$870k		54k	16.04	View chart
Natural Gas Services (NGS)	0.2	$858k	+8%	31k	27.99	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.2	$857k	+36%	4.8k	178.73	View chart
Cameco Corporation (CCJ)	0.2	$841k	-6%	10k	83.86	View chart
Timothy Plan U S Sm Cp Core (TPSC)	0.2	$837k	+20%	20k	41.57	View chart
Stride (LRN)	0.2	$821k	+57%	5.5k	148.94	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$821k	-4%	3.4k	243.13	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$784k		30k	26.34	View chart
Johnson Ctls Intl SHS (JCI)	0.2	$781k		7.1k	109.95	View chart
Kroger (KR)	0.2	$773k	NEW	12k	67.41	View chart
Palo Alto Networks (PANW)	0.2	$763k	+33%	3.7k	203.62	View chart
Unified Ser Tr Oneascent Intl (OAIM)	0.2	$762k	+5%	19k	40.22	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$759k		8.5k	89.34	View chart
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)	0.2	$749k	+17%	35k	21.62	View chart
Vistra Energy (VST)	0.2	$747k	-2%	3.8k	195.90	View chart
Jacobs Engineering Group (J)	0.2	$736k	NEW	4.9k	149.86	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$721k	-9%	3.7k	195.84	View chart
Deere & Company (DE)	0.2	$718k	+56%	1.6k	457.31	View chart
Pacer Fds Tr Pac Asset Fltg (FLRT)	0.2	$716k	+5%	15k	47.39	View chart
Citigroup Com New (C)	0.2	$689k	-3%	6.8k	101.50	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$687k		3.7k	186.50	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.2	$685k	+12%	13k	54.16	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.2	$677k		14k	49.45	View chart
Carpenter Technology Corporation (CRS)	0.2	$676k	+28%	2.8k	245.54	View chart
Coinbase Global Com Cl A (COIN)	0.2	$671k	NEW	2.0k	337.49	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$667k		2.4k	281.91	View chart
S&p Global (SPGI)	0.2	$663k	+36%	1.4k	486.69	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$653k		3.2k	203.56	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.2	$648k	+21%	26k	24.77	View chart
Eaton Corp SHS (ETN)	0.2	$646k	+5%	1.7k	374.25	View chart
Global X Fds Us Pfd Etf (PFFD)	0.2	$644k		33k	19.43	View chart
Etf Ser Solutions Aptus Enhanced (JUCY)	0.2	$644k	-18%	29k	22.28	View chart
Trane Technologies SHS (TT)	0.2	$639k	NEW	1.5k	421.96	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$634k	+3%	7.3k	87.21	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$622k		4.4k	140.94	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.2	$621k		7.4k	83.44	View chart
RBB Us Treas 3 Mnth (TBIL)	0.2	$617k	-25%	12k	50.00	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$614k	+14%	6.3k	96.67	View chart
Johnson & Johnson (JNJ)	0.2	$600k		3.2k	185.42	View chart
Broadcom (AVGO)	0.2	$595k	-14%	1.8k	330.00	View chart
BP Sponsored Adr (BP)	0.2	$589k	+2%	17k	34.46	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.2	$588k	+5%	13k	43.78	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.2	$573k	+4%	9.6k	59.39	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$558k		7.1k	78.91	View chart
Procter & Gamble Company (PG)	0.1	$541k		3.5k	153.67	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$527k	-11%	17k	31.62	View chart
General Dynamics Corporation (GD)	0.1	$525k		1.5k	340.98	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$522k	-76%	2.8k	189.72	View chart
Cisco Systems (CSCO)	0.1	$508k	-2%	7.4k	68.42	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$504k	-9%	11k	46.71	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.1	$503k		3.0k	167.99	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$491k	-2%	4.1k	120.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.1	$480k	-7%	12k	38.64	View chart
Duke Energy Corp Com New (DUK)	0.1	$476k	+69%	3.8k	123.76	View chart
AFLAC Incorporated (AFL)	0.1	$474k		4.2k	111.71	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$464k		967.00	479.50	View chart
UnitedHealth (UNH)	0.1	$463k		1.3k	345.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$461k		753.00	612.66	View chart
Bank of America Corporation (BAC)	0.1	$461k		8.9k	51.59	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$457k	-2%	7.6k	59.91	View chart
Honeywell International (HON)	0.1	$456k		2.2k	210.53	View chart
Strategy Eventide Us Mrkt (ESUM)	0.1	$454k	NEW	17k	27.18	View chart
Diamondback Energy (FANG)	0.1	$444k		3.1k	143.12	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$442k		1.3k	328.13	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$441k		11k	41.90	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$431k		8.7k	49.46	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$426k		3.0k	142.10	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$413k		3.4k	122.46	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.1	$411k	+10%	16k	26.36	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$400k	-11%	8.0k	49.84	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$391k		524.00	746.63	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$391k	+9%	1.1k	355.47	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$389k		4.7k	82.95	View chart
Caterpillar (CAT)	0.1	$387k	+9%	812.00	477.06	View chart
McDonald's Corporation (MCD)	0.1	$380k		1.2k	303.92	View chart
Altria (MO)	0.1	$374k		5.7k	66.06	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$366k	-2%	1.4k	254.28	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$363k		2.6k	142.41	View chart
Abbvie (ABBV)	0.1	$361k		1.6k	231.49	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.1	$356k	+22%	17k	21.31	View chart
Boeing Company (BA)	0.1	$356k		1.6k	215.83	View chart
Lockheed Martin Corporation (LMT)	0.1	$353k		707.00	499.42	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$350k		4.8k	73.48	View chart
Coca-Cola Company (KO)	0.1	$348k		5.2k	66.32	View chart
Prudential Financial (PRU)	0.1	$343k		3.3k	103.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$340k	+7%	1.4k	243.52	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$338k	+3%	2.4k	139.17	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$338k		3.1k	110.57	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$336k	+9%	1.6k	209.26	View chart
Equifax (EFX)	0.1	$331k		1.3k	256.57	View chart
Linde SHS (LIN)	0.1	$330k	-5%	694.00	474.95	View chart
Meta Platforms Cl A (META)	0.1	$325k	-19%	443.00	734.61	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$322k	+33%	6.4k	50.70	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$322k		4.2k	76.01	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$319k	+3%	4.9k	65.26	View chart
Palantir Technologies Cl A (PLTR)	0.1	$318k	-76%	1.7k	182.42	View chart
Raytheon Technologies Corp (RTX)	0.1	$315k	-6%	1.9k	167.32	View chart
Charles Schwab Corporation (SCHW)	0.1	$312k		3.3k	95.47	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.1	$306k		12k	24.72	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$301k		2.4k	126.64	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$298k	-5%	1.9k	154.21	View chart
Clorox Company (CLX)	0.1	$290k		2.4k	123.30	View chart
Gilead Sciences (GILD)	0.1	$286k		2.6k	111.01	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$286k		3.2k	89.77	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$283k	NEW	6.5k	43.92	View chart
Draftkings Com Cl A (DKNG)	0.1	$283k	-8%	7.6k	37.40	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$280k		5.5k	51.28	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$278k	+5%	5.6k	49.79	View chart
Pfizer (PFE)	0.1	$276k	+29%	11k	25.48	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$276k	-20%	6.2k	44.42	View chart
Home Depot (HD)	0.1	$273k		672.00	405.46	View chart
Carlisle Companies (CSL)	0.1	$263k		800.00	328.96	View chart
Emerson Electric (EMR)	0.1	$263k		2.0k	131.21	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$259k	+10%	4.4k	59.20	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$256k		3.3k	78.08	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$256k		3.6k	70.84	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$253k	-13%	1.3k	194.50	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$247k	-10%	14k	17.16	View chart
Truist Financial Corp equities (TFC)	0.1	$247k		5.4k	45.72	View chart
Marathon Petroleum Corp (MPC)	0.1	$246k	+2%	1.3k	192.79	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$245k		619.00	396.15	View chart
Micron Technology (MU)	0.1	$244k	NEW	1.5k	167.33	View chart
Middleby Corporation (MIDD)	0.1	$240k	NEW	1.8k	132.93	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.1	$237k	-9%	4.6k	51.50	View chart
Timothy Plan Hig Dv Stk Etf (TPHD)	0.1	$237k	-6%	6.0k	39.34	View chart
M&T Bank Corporation (MTB)	0.1	$233k		1.2k	197.62	View chart
Visa Com Cl A (V)	0.1	$229k	-7%	671.00	341.23	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$227k		2.7k	85.06	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$226k		1.1k	199.40	View chart
SEI Investments Company (SEIC)	0.1	$224k		2.6k	84.85	View chart
CSX Corporation (CSX)	0.1	$222k		6.3k	35.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.1	$221k		5.1k	43.50	View chart
Advanced Micro Devices (AMD)	0.1	$220k	NEW	1.4k	161.79	View chart
Fiserv (FI)	0.1	$218k	NEW	1.7k	128.93	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$216k	NEW	4.0k	54.18	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$209k	-16%	3.1k	67.83	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$208k	+2%	2.2k	95.13	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$205k	NEW	1.4k	145.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.1	$204k	-34%	5.1k	40.10	View chart
Callaway Golf Company (MODG)	0.1	$188k	-14%	20k	9.50	View chart

Past Filings by TrueWealth Advisors

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

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
TrueWealth Advisors 2022 Q1 filed May 4, 2022

View all past filings

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