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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, CGMS, DBEF, FBND, SPY, and represent 25.69% of TrueWealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SPYM (+$11M), PSDM (+$9.6M), XLK (+$8.6M), FENI (+$5.6M), SFBS, Exxon Mobil Corp, CGMS, RDVI, DAL, DDOG.
Started 18 new stock positions in HON, PSDM, MDLN, LITE, GBTC, CRWD, REGN, SPCX, PSX, XLF. FTSM, Exxon Mobil Corp, GLAS, ALL, PLTR, FSIG, DDOG, DAL.
Reduced shares in these 10 stocks: SPY (-$12M), QQQ (-$8.3M), FBND (-$8.2M), IGRO (-$5.3M), , DELL, TBIL, VST, GILD, CLS.
Sold out of its positions in CLX, JUCY, EFX, XOM, GSEW, HD, IJR, MBB, MTUM, MAR. PGR, TBIL, VST.
TrueWealth Advisors was a net buyer of stock by $12M.
TrueWealth Advisors has $445M in assets under management (AUM), dropping by 0.35%.
Central Index Key (CIK): 0001817714

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Portfolio Holdings for TrueWealth Advisors

TrueWealth Advisors holds 240 positions in its portfolio as reported in the September 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	27.83	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	4.9	$22M	+4%	832k	26.23	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	4.4	$20M		355k	54.95	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	4.2	$19M	-30%	428k	43.30	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	3.2	$14M	-45%	19k	762.65	View chart
Spdr Series Trust St Str P500val (SPYV)	3.1	$14M	+4%	227k	61.13	View chart
Spdr Series Trust St Str P500etf (SPYM)	3.1	$14M	+493%	153k	89.76	View chart
Etf Ser Solutions Aptus Defined (DRSK)	3.0	$13M	+2%	487k	27.17	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	2.6	$12M	+4%	288k	40.58	View chart
Tidal Trust Iii Fund Gra Mid Etf (GRNJ)	2.5	$11M	+2%	382k	29.44	View chart
Ea Series Trust Freedom 100 Em (FRDM)	2.2	$9.9M	-2%	141k	69.96	View chart
Pgim Etf Tr Shor Dura Bd Etf (PSDM)	2.2	$9.6M	NEW	193k	50.00	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	2.2	$9.6M	+920%	49k	195.75	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	1.6	$7.3M	+338%	183k	39.91	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	1.4	$6.4M		268k	23.75	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	1.3	$6.0M		127k	46.92	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$5.9M	-58%	8.0k	739.78	View chart
Unified Ser Tr Oneascent Large (OALC)	1.3	$5.7M	+4%	139k	41.13	View chart
Servisfirst Bancshares (SFBS)	1.2	$5.2M	+100%	131k	39.98	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.2	$5.2M	-4%	159k	32.53	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	1.0	$4.4M	+3%	8.7k	508.58	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.0	$4.4M	+10%	56k	78.29	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.8	$3.7M	+2%	56k	66.76	View chart
Apple (AAPL)	0.8	$3.7M		11k	333.01	View chart
Innovative Industria A (IIPR)	0.8	$3.5M	-7%	67k	52.68	View chart
Heico Corp Cl A (HEI.A)	0.8	$3.5M		15k	228.33	View chart
Southern Company (SO)	0.8	$3.4M		41k	82.89	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.7	$2.9M	+2%	126k	23.00	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.6	$2.8M	+5%	45k	61.26	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$2.8M		49k	56.22	View chart
Microsoft Corporation (MSFT)	0.6	$2.7M		5.2k	512.90	View chart
Chevron Corporation (CVX)	0.6	$2.6M	+21%	13k	204.21	View chart
Amazon (AMZN)	0.6	$2.6M	+3%	11k	249.15	View chart
NVIDIA Corporation (NVDA)	0.6	$2.6M	+34%	11k	228.38	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.6	$2.5M	-67%	29k	88.76	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.6	$2.5M	+44%	88k	27.88	View chart
Unified Ser Tr Oneascent Intl (OAIM)	0.5	$2.4M	+4%	51k	47.79	View chart
Wal-Mart Stores (WMT)	0.5	$2.3M	+3%	22k	103.92	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$2.3M		9.7k	233.32	View chart
Exxonmobil Holdings Corp Com Shs	0.5	$2.1M	NEW	13k	162.75	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$2.0M	+2%	6.4k	304.64	View chart
Globe Life (GL)	0.4	$1.9M		12k	165.65	View chart
Dbx Etf Tr Xtrack Msci Emrg (DBEM)	0.4	$1.8M	+2%	47k	39.14	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.4	$1.8M		48k	37.47	View chart
At&t (T)	0.4	$1.8M		72k	24.40	View chart
Tesla Motors (TSLA)	0.4	$1.7M	+6%	4.9k	354.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.6M	+61%	4.6k	344.04	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.4	$1.6M		20k	78.42	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.4	$1.6M	+16%	31k	51.12	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$1.5M		43k	35.93	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.3	$1.5M	+12%	49k	30.59	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.3	$1.5M	+6%	57k	25.94	View chart
Calamos Etf Tr Autoc Incom Etf (CAIE)	0.3	$1.5M	+17%	55k	26.62	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.3	$1.5M	-4%	45k	32.28	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.4M		1.9k	765.95	View chart
Williams Companies (WMB)	0.3	$1.4M		21k	67.97	View chart
Etf Ser Solutions Vident Us Bond (VBND)	0.3	$1.4M	+2%	34k	41.54	View chart
Etf Ser Solutions Opus Sml Cp Vl (OSCV)	0.3	$1.4M		35k	39.18	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$1.4M		6.0k	228.27	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.3	$1.3M	-13%	54k	24.36	View chart
Kinder Morgan (KMI)	0.3	$1.3M		43k	30.15	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.3	$1.3M	-3%	27k	48.14	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.3M		3.9k	330.86	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.3	$1.3M	+22%	12k	103.24	View chart
Eli Lilly & Co. (LLY)	0.3	$1.3M		1.1k	1156.94	View chart
First Tr Exchange-traded A Com Shs (FAD)	0.3	$1.2M	+15%	6.7k	181.28	View chart
Johnson Controls Internation SHS (JCI)	0.3	$1.2M		8.2k	148.65	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.3	$1.2M	+8%	57k	21.17	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$1.2M		21k	56.66	View chart
Verizon Communications (VZ)	0.3	$1.2M		26k	45.87	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$1.2M		47k	25.13	View chart
Micron Technology (MU)	0.3	$1.2M	-16%	1.1k	1065.26	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$1.2M	-4%	20k	57.56	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.2M	+8%	2.3k	497.95	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.3	$1.2M	+7%	50k	23.32	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.3	$1.1M	+4%	18k	61.50	View chart
Merck & Co (MRK)	0.3	$1.1M	+8%	7.7k	145.31	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.3	$1.1M	+2%	9.9k	112.82	View chart
CSX Corporation (CSX)	0.2	$1.1M	-3%	24k	46.51	View chart
Advisorshares Tr Advisorshs Etf (CWS)	0.2	$1.1M	+2%	16k	66.53	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$1.1M	+8%	62k	17.05	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$1.0M		23k	44.57	View chart
Amgen (AMGN)	0.2	$1.0M	+5%	2.4k	421.43	View chart
Simon Property (SPG)	0.2	$1.0M		5.1k	200.76	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.0M	+28%	4.9k	208.02	View chart
International Business Machines (IBM)	0.2	$1000k	+4%	4.5k	219.92	View chart
Ishares Ethereum Tr SHS (ETHA)	0.2	$975k	+47%	49k	20.12	View chart
Citigroup Com New (C)	0.2	$971k		7.5k	129.47	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.2	$968k	+7%	23k	42.59	View chart
Vanguard World Mrngstr Cap Etf (MGC)	0.2	$965k	-2%	3.4k	282.27	View chart
Dell Technologies CL C (DELL)	0.2	$961k	-44%	1.8k	537.97	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$951k	-6%	3.6k	264.91	View chart
Carpenter Technology Corporation (CRS)	0.2	$942k	-13%	2.4k	388.85	View chart
Bank of America Corporation (BAC)	0.2	$924k		17k	54.43	View chart
Ge Vernova (GEV)	0.2	$924k	-11%	972.00	950.62	View chart
Timothy Plan U S Sm Cp Core (TPSC)	0.2	$897k	+4%	20k	44.70	View chart
Pacer Fds Tr Arist High Etf (FLRT)	0.2	$875k	+9%	19k	46.44	View chart
First Tr Exchange-traded Ft Vest Smid (SDVD)	0.2	$862k	+8%	40k	21.56	View chart
Bitmine Immersion Techs Com New (BMNR)	0.2	$861k	-2%	33k	26.43	View chart
Natural Gas Services (NGS)	0.2	$859k	-2%	27k	32.38	View chart
Quanta Services (PWR)	0.2	$855k	-2%	1.3k	642.52	View chart
Regions Financial Corporation (RF)	0.2	$839k	-4%	31k	26.88	View chart
Advanced Micro Devices (AMD)	0.2	$831k	+13%	1.4k	611.76	View chart
Parker-Hannifin Corporation (PH)	0.2	$820k	+20%	858.00	955.61	View chart
First Tr Exchange-traded Finls Alphadex (FXO)	0.2	$817k	+7%	14k	60.62	View chart
Johnson & Johnson (JNJ)	0.2	$817k		3.1k	264.75	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$805k	+38%	7.2k	111.65	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$797k		27k	30.00	View chart
ConocoPhillips (COP)	0.2	$795k	+4%	6.4k	125.15	View chart
Abbvie (ABBV)	0.2	$793k		3.0k	261.63	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$786k		3.2k	247.95	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$766k		11k	70.61	View chart
Coreweave Com Cl A (CRWV)	0.2	$753k	+52%	8.6k	87.12	View chart
Duke Energy Corp Com New (DUK)	0.2	$751k	+7%	6.6k	114.02	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$744k	+15%	17k	44.09	View chart
Delta Air Lines Com New (DAL)	0.2	$739k	NEW	8.8k	83.46	View chart
Datadog Cl A Com (DDOG)	0.2	$734k	NEW	2.7k	273.85	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$726k	-19%	787.00	922.41	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.2	$722k		3.3k	216.07	View chart
Cisco Systems (CSCO)	0.2	$718k		6.7k	107.63	View chart
Allstate Corporation (ALL)	0.2	$714k	NEW	3.2k	221.86	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.2	$702k	+22%	6.5k	107.54	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.2	$700k		6.8k	103.08	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$685k		4.4k	155.19	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.2	$677k	+7%	3.1k	221.00	View chart
Palo Alto Networks (PANW)	0.2	$671k	-8%	1.7k	397.31	View chart
Lumentum Hldgs (LITE)	0.1	$661k	NEW	681.00	971.26	View chart
Bunge Global Sa Com Shs (BG)	0.1	$656k	+18%	6.1k	106.96	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$647k		13k	48.18	View chart
First Tr Exchange Traded Multi Asset Di (MDIV)	0.1	$629k	-11%	40k	15.82	View chart
Eaton Corp SHS (ETN)	0.1	$625k	-2%	1.5k	429.71	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.1	$617k	+10%	8.8k	70.18	View chart
Goldman Sachs (GS)	0.1	$617k	+116%	685.00	900.72	View chart
Caterpillar (CAT)	0.1	$598k		738.00	810.56	View chart
Medline Com Cl A (MDLN)	0.1	$591k	NEW	17k	34.70	View chart
Roper Industries (ROP)	0.1	$588k	-12%	1.7k	349.46	View chart
Broadcom (AVGO)	0.1	$561k		1.6k	351.17	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$556k	-6%	3.9k	142.26	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$552k	+44%	3.1k	177.09	View chart
Coca-Cola Company (KO)	0.1	$550k	-2%	6.4k	86.08	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$549k		14k	39.44	View chart
Applied Digital Corp Com New (APLD)	0.1	$535k	+115%	22k	24.37	View chart
Spdr Series Trust St Term High Etf (SJNK)	0.1	$530k	-12%	22k	24.25	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$527k		4.2k	125.67	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$522k		745.00	701.13	View chart
Smartstop Self Storag Reit I Common Stock (SMA)	0.1	$514k	-19%	16k	32.20	View chart
Diamondback Energy (FANG)	0.1	$495k		2.7k	183.83	View chart
Celestica (CLS)	0.1	$493k	-57%	1.4k	361.43	View chart
Fiserv (FISV)	0.1	$485k	+15%	11k	45.18	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$480k	NEW	3.2k	150.86	View chart
Procter & Gamble Company (PG)	0.1	$477k	-2%	3.3k	145.30	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$477k		6.2k	76.40	View chart
AFLAC Incorporated (AFL)	0.1	$475k		4.3k	111.77	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$471k		17k	27.96	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.1	$468k		1.3k	374.20	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$456k		3.0k	152.07	View chart
General Dynamics Corporation (GD)	0.1	$453k		1.4k	331.91	View chart
Marathon Petroleum Corp (MPC)	0.1	$452k		1.1k	395.32	View chart
Gilead Sciences (GILD)	0.1	$444k	-60%	3.0k	149.03	View chart
Boeing Company (BA)	0.1	$440k	+43%	2.4k	186.05	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.1	$440k		4.9k	90.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.1	$436k	-5%	10k	41.75	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$422k	+7%	3.3k	128.10	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$410k	+21%	5.7k	71.95	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$410k	+25%	8.3k	49.11	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$409k		1.2k	340.73	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$408k		8.0k	50.84	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.1	$403k	+2%	12k	33.90	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$401k	+2%	8.8k	45.80	View chart
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)	0.1	$400k	+10%	9.9k	40.38	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$398k	-16%	23k	17.60	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$397k		3.2k	125.66	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.1	$395k		7.4k	53.28	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$393k		1.0k	380.84	View chart
M&T Bank Corporation (MTB)	0.1	$392k	-60%	1.8k	217.55	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.1	$389k		1.4k	284.56	View chart
Oracle Corporation (ORCL)	0.1	$388k	-55%	2.8k	137.32	View chart
Altria (MO)	0.1	$388k		5.8k	67.34	View chart
SLB Com Stk (SLB)	0.1	$385k	+4%	7.9k	48.72	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$380k		4.7k	81.20	View chart
Raytheon Technologies Corp (RTX)	0.1	$364k		2.0k	185.65	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.1	$364k	+5%	18k	19.74	View chart
Deere & Company (DE)	0.1	$355k		529.00	671.86	View chart
Pfizer (PFE)	0.1	$353k	+3%	12k	28.52	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$352k		2.1k	168.43	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$351k		2.6k	137.68	View chart
Meta Platforms Cl A (META)	0.1	$349k		482.00	724.65	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$334k		4.7k	70.51	View chart
Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM)	0.1	$334k		13k	25.71	View chart
Lockheed Martin Corporation (LMT)	0.1	$331k		650.00	509.05	View chart
Linde SHS (LIN)	0.1	$330k		695.00	474.62	View chart
Trane Technologies SHS (TT)	0.1	$328k	-64%	725.00	451.98	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.1	$325k	-10%	8.2k	39.88	View chart
Ge Aerospace Com New (GE)	0.1	$324k	-4%	1.0k	312.18	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$321k	-5%	6.8k	46.87	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	0.1	$314k	+17%	14k	22.16	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$313k	+18%	13k	23.59	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$310k	-4%	11k	29.50	View chart
Charles Schwab Corporation (SCHW)	0.1	$309k	-7%	3.2k	97.74	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$309k		1.9k	166.94	View chart
Intel Corporation (INTC)	0.1	$301k	+2%	2.5k	120.23	View chart
First Solar (FSLR)	0.1	$296k	-16%	1.7k	175.16	View chart
Prudential Financial (PRU)	0.1	$286k		2.5k	113.57	View chart
Anglogold Ashanti Com Shs (AU)	0.1	$286k	-18%	3.0k	93.95	View chart
McDonald's Corporation (MCD)	0.1	$283k		1.2k	230.92	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$279k	-5%	5.8k	47.86	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$275k		1.3k	207.13	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.1	$272k		5.5k	49.86	View chart
Emerson Electric (EMR)	0.1	$272k		1.8k	155.06	View chart
SEI Investments Company (SEIC)	0.1	$271k		2.6k	102.66	View chart
Lowe's Companies (LOW)	0.1	$259k	-62%	1.4k	184.29	View chart
Carlisle Companies (CSL)	0.1	$258k		800.00	322.17	View chart
Palantir Technologies Cl A (PLTR)	0.1	$251k	NEW	1.3k	187.05	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$250k		1.1k	220.27	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$248k	+8%	5.1k	48.46	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$248k	NEW	936.00	264.75	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$244k		11k	21.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.1	$243k		5.1k	47.85	View chart
Pacer Fds Tr Data & Digi Revo (TRFK)	0.1	$243k	+12%	2.4k	100.85	View chart
Cameco Corporation (CCJ)	0.1	$241k	-11%	2.8k	86.67	View chart
First Tr Exchng Traded Fd Vi Multi Strategy (LALT)	0.1	$240k		9.7k	24.71	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$237k		16k	15.26	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$231k	-11%	5.6k	41.27	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$228k	NEW	300.00	758.27	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$225k		617.00	364.68	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$224k	NEW	3.8k	59.51	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$218k	-16%	3.1k	69.26	View chart
Honeywell International (HON)	0.0	$216k	NEW	1.0k	210.92	View chart
UnitedHealth (UNH)	0.0	$216k		588.00	367.23	View chart
Visa Com Cl A (V)	0.0	$214k		597.00	359.06	View chart
American Express Company (AXP)	0.0	$211k	-9%	694.00	304.23	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.0	$210k		4.1k	51.29	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$206k	NEW	3.2k	64.59	View chart
Phillips 66 (PSX)	0.0	$205k	NEW	803.00	255.19	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$203k	NEW	3.8k	53.40	View chart
Pepsi (PEP)	0.0	$202k		1.6k	126.70	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$201k		2.8k	72.85	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$201k	-4%	1.2k	166.33	View chart
First Tr Exchange-traded Ltd Dur Invt Etf (FSIG)	0.0	$194k	NEW	11k	18.38	View chart
Glass House Brands Sub Reg Ltd Vtg (GLAS)	0.0	$132k	NEW	24k	5.61	View chart

Past Filings by TrueWealth Advisors

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

TrueWealth Advisors 2026 Q3 filed Oct. 9, 2026
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

View all past filings

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