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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, FBND, SPY, CGMS, DBEF, and represent 30.34% of TrueWealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DELL, VO, SPYV, GRNY, OALC, OAIM, CRWV, FBND, SDVY, VGT.
Started 15 new stock positions in LALT, TRFK, FDL, GS, INTC, ITOT, V, DELL, FTQI, CRWV. APLD, GSEW, MAR, FTHI, IJR.
Reduced shares in these 10 stocks: PANW, HII, KO, FSLR, Honeywell International, AXP, QXO, BP, ESUM, KR.
Sold out of its positions in BP, CGGR, FTSM, Honeywell International, HII, EFV, IEMG, KR, REGN, SPGI. QXO, ESUM, TJX.
TrueWealth Advisors was a net buyer of stock by $8.6M.
TrueWealth Advisors has $444M in assets under management (AUM), dropping by 11.57%.
Central Index Key (CIK): 0001817714

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Portfolio Holdings for TrueWealth Advisors

TrueWealth Advisors holds 235 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Tidal Trust I Fund Gran Us Etf (GRNY)	9.0	$40M		1.4M	27.65	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	6.3	$28M	+2%	617k	45.49	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	5.8	$26M		34k	746.76	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	4.9	$22M		796k	27.33	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	4.4	$19M		354k	54.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.2	$14M		19k	736.42	View chart
Etf Ser Solutions Aptus Defined (DRSK)	3.1	$14M		473k	28.75	View chart
Spdr Series Trust St Str P500val (SPYV)	3.0	$13M	+6%	218k	60.79	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	2.7	$12M	+3%	277k	43.14	View chart
Tidal Trust Iii Fund Gra Mid Etf (GRNJ)	2.6	$12M	+2%	371k	31.44	View chart
Ea Series Trust Freedom 100 Em (FRDM)	2.4	$11M	+3%	145k	72.90	View chart
Ishares Tr Intl Div Grwth (IGRO)	1.8	$7.8M		89k	87.93	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	1.5	$6.6M		264k	24.88	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	1.3	$5.8M		127k	46.14	View chart
Servisfirst Bancshares (SFBS)	1.3	$5.7M		66k	86.75	View chart
Unified Ser Tr Oneascent Large (OALC)	1.2	$5.4M	+13%	132k	41.03	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.2	$5.3M		166k	31.71	View chart
Innovative Industria A (IIPR)	1.0	$4.5M	-3%	73k	61.98	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	1.0	$4.4M	+2%	8.4k	522.40	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.9	$4.1M	+7%	51k	81.06	View chart
Heico Corp Cl A (HEI.A)	0.9	$3.9M		15k	257.91	View chart
Southern Company (SO)	0.9	$3.9M	-4%	41k	95.71	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.8	$3.4M		54k	62.20	View chart
Apple (AAPL)	0.7	$3.2M		11k	289.35	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.7	$2.9M	+12%	124k	23.77	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$2.7M		49k	56.48	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.6	$2.6M		43k	61.46	View chart
Wal-Mart Stores (WMT)	0.6	$2.5M	+2%	22k	113.26	View chart
Amazon (AMZN)	0.5	$2.4M		10k	238.34	View chart
Unified Ser Tr Oneascent Intl (OAIM)	0.5	$2.3M	+35%	49k	47.83	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$2.3M		9.8k	236.63	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.5	$2.3M		26k	87.88	View chart
Globe Life (GL)	0.5	$2.1M	-2%	12k	178.68	View chart
Microsoft Corporation (MSFT)	0.4	$2.0M	-2%	5.2k	373.00	View chart
Tesla Motors (TSLA)	0.4	$1.9M	+2%	4.5k	420.60	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$1.9M	-2%	6.3k	302.99	View chart
Dbx Etf Tr Xtrack Msci Emrg (DBEM)	0.4	$1.9M	-2%	46k	41.07	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.4	$1.8M	+18%	61k	29.40	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.8M		13k	136.72	View chart
Chevron Corporation (CVX)	0.4	$1.8M		11k	165.77	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.4	$1.8M		48k	36.53	View chart
Carpenter Technology Corporation (CRS)	0.4	$1.7M		2.8k	616.88	View chart
NVIDIA Corporation (NVDA)	0.4	$1.7M		8.5k	200.09	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.4	$1.7M	+21%	42k	40.13	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$1.6M	+300%	20k	80.57	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.4	$1.6M		63k	25.52	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.4	$1.6M		47k	33.46	View chart
Williams Companies (WMB)	0.3	$1.5M		21k	74.34	View chart
Etf Ser Solutions Opus Sml Cp Vl (OSCV)	0.3	$1.5M		36k	42.19	View chart
Micron Technology (MU)	0.3	$1.5M	+9%	1.3k	1154.28	View chart
At&t (T)	0.3	$1.5M	+4%	71k	20.70	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.3	$1.5M	+7%	53k	27.47	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$1.5M		43k	33.84	View chart
Etf Ser Solutions Vident Us Bond (VBND)	0.3	$1.4M	+8%	33k	43.63	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.3	$1.4M	-10%	28k	50.50	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.3	$1.4M	+8%	26k	53.50	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.4M	+26%	1.9k	748.80	View chart
Dell Technologies CL C (DELL)	0.3	$1.4M	NEW	3.2k	431.46	View chart
Kinder Morgan (KMI)	0.3	$1.4M		43k	31.97	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$1.3M	-6%	5.9k	227.08	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.3	$1.3M		9.9k	133.24	View chart
Eli Lilly & Co. (LLY)	0.3	$1.3M		1.1k	1199.22	View chart
Ge Vernova (GEV)	0.3	$1.3M	+2%	1.1k	1174.97	View chart
Calamos Etf Tr Autoc Incom Etf (CAIE)	0.3	$1.3M	+36%	47k	27.21	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.3M		3.9k	327.30	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$1.3M		47k	26.50	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$1.2M		21k	58.20	View chart
International Business Machines (IBM)	0.3	$1.2M		4.4k	281.20	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$1.2M	+10%	21k	58.98	View chart
Johnson Controls Internation SHS (JCI)	0.3	$1.2M		8.1k	146.11	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.3	$1.2M	+16%	44k	27.05	View chart
CSX Corporation (CSX)	0.3	$1.2M	+2%	25k	47.53	View chart
Natural Gas Services (NGS)	0.3	$1.2M	-11%	27k	43.14	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.3	$1.2M	+5%	46k	25.17	View chart
Celestica (CLS)	0.3	$1.2M		3.2k	364.80	View chart
First Tr Exchange-traded A Com Shs (FAD)	0.3	$1.2M	+22%	5.8k	199.97	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.3	$1.2M	+2%	52k	22.29	View chart
Simon Property (SPG)	0.3	$1.1M		5.1k	223.65	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.2	$1.1M		9.6k	114.88	View chart
M&T Bank Corporation (MTB)	0.2	$1.1M	+4%	4.6k	238.01	View chart
Verizon Communications (VZ)	0.2	$1.1M	-4%	26k	42.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.1M		2.1k	500.39	View chart
Advisorshares Tr Advisorshs Etf (CWS)	0.2	$1.1M	-9%	16k	68.19	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$1.1M	-7%	24k	44.75	View chart
Citigroup Com New (C)	0.2	$1.0M	+2%	7.4k	139.96	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$1.0M		57k	17.88	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.0M	-5%	2.8k	357.36	View chart
Trane Technologies SHS (TT)	0.2	$994k	+3%	2.0k	491.16	View chart
Regions Financial Corporation (RF)	0.2	$989k	-11%	33k	30.20	View chart
Quanta Services (PWR)	0.2	$980k	+4%	1.4k	720.04	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$965k	+6%	3.8k	252.22	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.2	$963k	+5%	21k	45.76	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$963k		3.5k	273.65	View chart
Bank of America Corporation (BAC)	0.2	$956k	+33%	17k	56.98	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$948k	-7%	982.00	965.03	View chart
Gilead Sciences (GILD)	0.2	$943k	+9%	7.5k	126.33	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.2	$934k	+5%	18k	53.11	View chart
Oracle Corporation (ORCL)	0.2	$927k	+3%	6.3k	146.56	View chart
Timothy Plan U S Sm Cp Core (TPSC)	0.2	$919k	+12%	19k	47.98	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$914k		4.8k	190.54	View chart
Merck & Co (MRK)	0.2	$914k	+7%	7.1k	128.49	View chart
First Tr Exchange-traded Ft Vest Smid (SDVD)	0.2	$849k	+2%	37k	23.09	View chart
Amgen (AMGN)	0.2	$839k	+7%	2.3k	362.15	View chart
Lowe's Companies (LOW)	0.2	$822k		3.7k	220.49	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$805k	+35%	3.8k	212.75	View chart
Pacer Fds Tr Arist High Etf (FLRT)	0.2	$799k	+3%	17k	46.63	View chart
Caterpillar (CAT)	0.2	$788k	-6%	740.00	1065.46	View chart
Johnson & Johnson (JNJ)	0.2	$785k		3.1k	253.97	View chart
First Tr Exchange-traded Finls Alphadex (FXO)	0.2	$785k	+3%	13k	62.46	View chart
Cisco Systems (CSCO)	0.2	$783k	-9%	6.7k	117.47	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$782k	-10%	27k	29.43	View chart
Duke Energy Corp Com New (DUK)	0.2	$773k	+12%	6.1k	126.57	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$771k		11k	71.25	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$760k	-2%	3.1k	242.43	View chart
Abbvie (ABBV)	0.2	$748k	+13%	3.0k	251.63	View chart
First Tr Exchange Traded Multi Asset Di (MDIV)	0.2	$741k		45k	16.53	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$731k		3.4k	217.92	View chart
Parker-Hannifin Corporation (PH)	0.2	$699k	+5%	715.00	978.24	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$697k		4.4k	158.02	View chart
Advanced Micro Devices (AMD)	0.2	$696k	-2%	1.2k	580.91	View chart
RBB F/m Us Treasury (TBIL)	0.2	$688k	+40%	14k	49.86	View chart
Vistra Energy (VST)	0.2	$686k		4.3k	158.62	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.2	$686k		14k	50.84	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$672k	+23%	15k	46.15	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.1	$652k	+2%	8.0k	81.74	View chart
Roper Industries (ROP)	0.1	$651k	-2%	1.9k	338.46	View chart
Smartstop Self Storag Reit I Common Stock (SMA)	0.1	$648k	-2%	20k	32.50	View chart
Eaton Corp SHS (ETN)	0.1	$637k		1.5k	426.12	View chart
ConocoPhillips (COP)	0.1	$631k		6.1k	103.96	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$631k		14k	45.34	View chart
Palo Alto Networks (PANW)	0.1	$628k	-60%	1.8k	341.02	View chart
Spdr Series Trust St Term High Etf (SJNK)	0.1	$626k	-8%	25k	25.03	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.1	$620k		2.9k	217.22	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$610k	+6%	6.8k	89.84	View chart
Broadcom (AVGO)	0.1	$607k	-4%	1.6k	377.66	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$587k	-9%	5.2k	112.88	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$575k	-4%	4.2k	137.53	View chart
Coreweave Com Cl A (CRWV)	0.1	$563k	NEW	5.7k	99.54	View chart
Bunge Global Sa Com Shs (BG)	0.1	$554k	+9%	5.2k	106.73	View chart
Coca-Cola Company (KO)	0.1	$534k	-53%	6.6k	81.27	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$513k	+5%	5.3k	95.98	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$512k		745.00	686.75	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$504k		27k	18.69	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$501k	+700%	4.2k	119.52	View chart
AFLAC Incorporated (AFL)	0.1	$498k		4.2k	117.25	View chart
Procter & Gamble Company (PG)	0.1	$493k		3.4k	146.65	View chart
Etf Ser Solutions Aptus Enhanced (JUCY)	0.1	$488k	+4%	22k	21.98	View chart
General Dynamics Corporation (GD)	0.1	$486k		1.4k	354.36	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$479k		6.1k	77.91	View chart
First Solar (FSLR)	0.1	$478k	-50%	2.0k	235.96	View chart
Diamondback Energy (FANG)	0.1	$473k		2.7k	175.79	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$469k		3.0k	156.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$462k	-7%	1.3k	369.94	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$462k	+400%	17k	27.41	View chart
Fiserv (FISV)	0.1	$454k	+52%	9.3k	49.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.1	$450k		11k	40.88	View chart
Bitmine Immersion Techs Com New (BMNR)	0.1	$445k	+10%	33k	13.31	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$423k	+501%	4.9k	86.13	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$421k		8.0k	52.54	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$418k		3.1k	136.68	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$416k	-2%	1.2k	353.28	View chart
Altria (MO)	0.1	$414k		5.8k	71.95	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$414k		1.4k	303.18	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$414k		2.2k	191.72	View chart
Ge Aerospace Com New (GE)	0.1	$405k	-6%	1.1k	373.81	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$402k		3.2k	127.51	View chart
Marriott Intl Cl A (MAR)	0.1	$402k	NEW	1.1k	370.59	View chart
Ishares Ethereum Tr SHS (ETHA)	0.1	$392k	+8%	33k	11.89	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$387k	-8%	8.6k	45.07	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$385k		4.7k	82.11	View chart
Applied Digital Corp Com New (APLD)	0.1	$381k	NEW	10k	37.30	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$381k		1.0k	368.38	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.1	$375k	-13%	7.4k	50.61	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$374k		2.6k	146.41	View chart
Raytheon Technologies Corp (RTX)	0.1	$372k		2.0k	189.69	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.1	$365k	-32%	9.1k	40.15	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.1	$365k	+4%	18k	20.86	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$363k		4.7k	77.11	View chart
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)	0.1	$363k	-2%	8.9k	40.58	View chart
Linde SHS (LIN)	0.1	$361k	-3%	695.00	518.90	View chart
Boeing Company (BA)	0.1	$357k	-2%	1.6k	216.47	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$354k		4.7k	74.90	View chart
SLB Com Stk (SLB)	0.1	$351k	+5%	7.6k	46.49	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$350k		7.2k	48.43	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.1	$343k	-4%	12k	29.56	View chart
Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM)	0.1	$342k	-4%	13k	26.38	View chart
Intel Corporation (INTC)	0.1	$339k	NEW	2.4k	139.63	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$339k	-2%	1.8k	185.22	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$336k	+3%	11k	30.49	View chart
Deere & Company (DE)	0.1	$336k		529.00	634.53	View chart
Lockheed Martin Corporation (LMT)	0.1	$333k		653.00	509.59	View chart
McDonald's Corporation (MCD)	0.1	$329k		1.2k	270.28	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$328k	-2%	1.4k	242.38	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$327k	-3%	2.1k	158.65	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$324k	NEW	6.7k	48.66	View chart
Goldman Sachs (GS)	0.1	$321k	NEW	317.00	1011.72	View chart
Cameco Corporation (CCJ)	0.1	$319k	-14%	3.1k	101.86	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$316k		6.1k	51.36	View chart
Charles Schwab Corporation (SCHW)	0.1	$315k		3.4k	92.27	View chart
Anglogold Ashanti Com Shs (AU)	0.1	$301k	-11%	3.7k	80.89	View chart
Marathon Petroleum Corp (MPC)	0.1	$292k		1.1k	255.60	View chart
Carlisle Companies (CSL)	0.1	$290k		800.00	362.75	View chart
Pfizer (PFE)	0.1	$287k	-13%	12k	24.08	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$277k		6.3k	43.61	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.1	$276k		5.5k	50.66	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$275k		16k	17.73	View chart
Meta Platforms Cl A (META)	0.1	$271k	-8%	482.00	562.82	View chart
Prudential Financial (PRU)	0.1	$269k	-4%	2.5k	107.94	View chart
Progressive Corporation (PGR)	0.1	$268k	-2%	1.2k	218.49	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	0.1	$267k	NEW	12k	22.09	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$266k	NEW	11k	23.85	View chart
American Express Company (AXP)	0.1	$260k	-60%	770.00	338.15	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$256k	-6%	3.8k	68.01	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$251k	+9%	11k	22.78	View chart
Emerson Electric (EMR)	0.1	$251k		1.8k	143.16	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$248k		1.1k	219.14	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$248k	-16%	723.00	342.83	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$246k		619.00	396.61	View chart
UnitedHealth (UNH)	0.1	$244k	-24%	588.00	415.58	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$239k	+5%	2.5k	94.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.1	$237k		5.1k	46.74	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$235k	+2%	4.7k	49.78	View chart
SEI Investments Company (SEIC)	0.1	$232k		2.6k	87.71	View chart
First Tr Exchng Traded Fd Vi Multi Strategy (LALT)	0.1	$230k	NEW	9.6k	24.03	View chart
Pacer Fds Tr Data & Digi Revo (TRFK)	0.1	$228k	NEW	2.1k	106.70	View chart
Clorox Company (CLX)	0.1	$225k		2.4k	95.45	View chart
Home Depot (HD)	0.0	$218k		617.00	352.52	View chart
Pepsi (PEP)	0.0	$216k		1.6k	135.36	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$214k	NEW	1.4k	148.30	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.0	$210k		4.1k	51.27	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$210k		2.7k	76.71	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.0	$208k	NEW	2.2k	94.44	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$208k	NEW	1.3k	164.27	View chart
Visa Com Cl A (V)	0.0	$205k	NEW	597.00	342.81	View chart
Equifax (EFX)	0.0	$205k		1.3k	158.74	View chart

Past Filings by TrueWealth Advisors

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

TrueWealth Advisors 2026 Q2 filed July 8, 2026
TrueWealth Advisors 2026 Q1 filed April 9, 2026
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

View all past filings

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