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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 30.80% of TrueWealth Advisors's stock portfolio.
Added to shares of these 10 stocks: GRNJ (+$8.8M), FBND (+$7.1M), SPYV (+$5.7M), CGMS, GRNY, VBND, DRSK, VGIT, FENI, AMGN.
Started 10 new stock positions in AMGN, ETHA, VGIT, HBAN, QXO, TJX, GOVT, BG, VBND, FAD.
Reduced shares in these 10 stocks: XMHQ, ACIO, FMDE, SJNK, FTSL, TPLC, VGSH, AU, STX, KNG.
Sold out of its positions in APP, CALY, CGDV, CGIE, DKNG, ET, GLXY, GBTC, OEF, J. MIDD, PLTR, RDDT, LUV, TPLC, ULTA, BLV, V.
TrueWealth Advisors was a net buyer of stock by $13M.
TrueWealth Advisors has $398M in assets under management (AUM), dropping by 2.95%.
Central Index Key (CIK): 0001817714

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Portfolio Holdings for TrueWealth Advisors

TrueWealth Advisors holds 233 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Tidal Trust I Fundstrat Granny (GRNY)	8.5	$34M	+6%	1.4M	23.87	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	6.9	$28M	+34%	604k	45.62	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	5.7	$23M		35k	650.33	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	5.4	$22M	+22%	789k	27.23	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	4.3	$17M		348k	49.40	View chart
Etf Ser Solutions Aptus Defined (DRSK)	3.2	$13M	+9%	469k	27.33	View chart
Spdr Series Trust State Street Spd (SPYV)	2.9	$12M	+96%	205k	56.58	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.8	$11M	+5%	20k	577.18	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	2.6	$11M	-2%	267k	39.43	View chart
Tidal Trust Iii Fundstrat Granny (GRNJ)	2.3	$9.0M	+4377%	361k	25.01	View chart
Ea Series Trust Freedom 100 Em (FRDM)	1.9	$7.7M		141k	54.65	View chart
Ishares Tr Intl Div Grwth (IGRO)	1.9	$7.4M	+3%	88k	83.77	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	1.6	$6.5M	+8%	262k	24.77	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	1.4	$5.4M	-42%	128k	41.96	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.3	$5.0M	-4%	164k	30.68	View chart
Servisfirst Bancshares (SFBS)	1.2	$4.8M		66k	72.83	View chart
Southern Company (SO)	1.0	$4.1M	-3%	42k	96.52	View chart
Unified Ser Tr Oneascent Large (OALC)	1.0	$4.0M		117k	34.27	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	1.0	$3.8M	+5%	8.2k	463.21	View chart
Innovative Industria A (IIPR)	0.9	$3.8M	+5%	75k	50.16	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.8	$3.3M	+3%	53k	62.56	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.8	$3.2M	+22%	47k	68.28	View chart
Heico Corp Cl A (HEI.A)	0.8	$3.2M		15k	211.09	View chart
Apple (AAPL)	0.7	$2.9M		11k	253.79	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$2.7M		48k	56.68	View chart
Wal-Mart Stores (WMT)	0.7	$2.6M		21k	124.28	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.7	$2.6M	+19%	110k	23.86	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.6	$2.4M	-2%	44k	55.52	View chart
Exxon Mobil Corporation (XOM)	0.6	$2.2M	-2%	13k	169.66	View chart
Chevron Corporation (CVX)	0.6	$2.2M		11k	206.90	View chart
Amazon (AMZN)	0.5	$2.1M	+5%	10k	208.27	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$2.1M		9.8k	215.06	View chart
Spdr Series Trust State Street Spd (SPYM)	0.5	$2.0M	-2%	26k	76.54	View chart
Microsoft Corporation (MSFT)	0.5	$2.0M	+2%	5.4k	370.19	View chart
At&t (T)	0.5	$2.0M	+2%	68k	28.99	View chart
Globe Life (GL)	0.4	$1.7M	+2%	12k	139.17	View chart
Tesla Motors (TSLA)	0.4	$1.6M	+6%	4.4k	371.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$1.6M		48k	33.77	View chart
Spdr Series Trust State Street Spd (SPAB)	0.4	$1.6M	-10%	63k	25.62	View chart
Dbx Etf Tr Xtrack Msci Emrg (DBEM)	0.4	$1.6M	-7%	47k	34.13	View chart
Spdr Series Trust State Street Spd (SPIB)	0.4	$1.6M	-10%	48k	33.54	View chart
Unified Ser Tr Oneascent Intl (OAIM)	0.4	$1.5M	+87%	36k	43.06	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.4	$1.5M	-30%	32k	48.71	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$1.5M	-9%	6.5k	237.61	View chart
Williams Companies (WMB)	0.4	$1.5M		21k	72.78	View chart
NVIDIA Corporation (NVDA)	0.4	$1.5M	-3%	8.6k	174.40	View chart
Kinder Morgan (KMI)	0.4	$1.5M		43k	33.53	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$1.4M		5.0k	287.19	View chart
Etf Ser Solutions Opus Sml Cp Vl (OSCV)	0.4	$1.4M	-6%	36k	39.44	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.3	$1.4M	+18%	50k	27.15	View chart
Verizon Communications (VZ)	0.3	$1.3M	-10%	27k	50.20	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$1.3M	-3%	6.3k	211.15	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.3	$1.3M	+4%	52k	25.55	View chart
Etf Ser Solutions Vident Us Bond (VBND)	0.3	$1.3M	NEW	30k	43.39	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.3	$1.3M	+53%	24k	53.77	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.3	$1.3M	+373%	34k	37.20	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$1.3M		43k	29.13	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$1.3M	-54%	21k	58.54	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$1.3M	-2%	47k	26.61	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.2M		4.0k	294.14	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.3	$1.2M	-73%	26k	44.80	View chart
Natural Gas Services (NGS)	0.3	$1.2M		31k	37.74	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.3	$1.1M	+10%	51k	22.34	View chart
Advisorshares Tr Advisorshs Etf (CWS)	0.3	$1.1M	+16%	17k	64.76	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$1.1M	NEW	19k	59.55	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.3	$1.1M	+5%	9.9k	110.78	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.3	$1.1M	+16%	44k	24.79	View chart
Carpenter Technology Corporation (CRS)	0.3	$1.1M	+7%	2.8k	394.16	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.3	$1.1M	+147%	38k	28.71	View chart
Coca-Cola Company (KO)	0.3	$1.1M	+167%	14k	76.05	View chart
International Business Machines (IBM)	0.3	$1.1M		4.4k	242.41	View chart
Johnson Controls Internation SHS (JCI)	0.3	$1.0M	+13%	8.0k	130.95	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$1.0M		17k	61.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.0M	+9%	2.1k	479.20	View chart
Eli Lilly & Co. (LLY)	0.3	$1.0M	-3%	1.1k	919.55	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$1.0M	-8%	56k	17.75	View chart
CSX Corporation (CSX)	0.2	$987k	+34%	24k	41.05	View chart
Regions Financial Corporation (RF)	0.2	$962k	-12%	37k	26.12	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$962k	+7%	1.5k	653.36	View chart
Gilead Sciences (GILD)	0.2	$950k	+221%	6.8k	139.37	View chart
Simon Property (SPG)	0.2	$944k		5.1k	186.53	View chart
Ge Vernova (GEV)	0.2	$934k	+150%	1.1k	872.96	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.2	$908k		9.7k	93.66	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.2	$905k	+75%	20k	45.17	View chart
M&T Bank Corporation (MTB)	0.2	$900k	+269%	4.4k	206.73	View chart
Oracle Corporation (ORCL)	0.2	$899k	+20%	6.1k	147.11	View chart
Celestica (CLS)	0.2	$886k	+17%	3.1k	281.68	View chart
Lowe's Companies (LOW)	0.2	$881k	-2%	3.7k	236.28	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.2	$865k	+112%	34k	25.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$859k	-5%	3.0k	287.59	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$832k	-2%	3.5k	236.36	View chart
Citigroup Com New (C)	0.2	$819k	+11%	7.2k	113.41	View chart
Trane Technologies SHS (TT)	0.2	$812k	+27%	1.9k	416.74	View chart
ConocoPhillips (COP)	0.2	$810k	+33%	6.1k	132.01	View chart
First Solar (FSLR)	0.2	$807k	+24%	4.1k	197.26	View chart
Merck & Co (MRK)	0.2	$792k	+206%	6.6k	120.29	View chart
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)	0.2	$776k		36k	21.70	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.2	$767k	+4%	17k	46.31	View chart
Johnson & Johnson (JNJ)	0.2	$761k	-2%	3.1k	244.47	View chart
Amgen (AMGN)	0.2	$759k	NEW	2.2k	351.82	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$758k		30k	25.64	View chart
Palo Alto Networks (PANW)	0.2	$752k	+30%	4.7k	160.32	View chart
First Tr Exchange-traded A Com Shs (FAD)	0.2	$751k	NEW	4.7k	158.92	View chart
First Tr Exchange Traded Multi Asset Di (MDIV)	0.2	$728k	-6%	45k	16.17	View chart
Timothy Plan U S Sm Cp Core (TPSC)	0.2	$723k	-19%	17k	42.45	View chart
Quanta Services (PWR)	0.2	$713k	+30%	1.3k	549.02	View chart
Duke Energy Corp Com New (DUK)	0.2	$713k	+29%	5.4k	130.93	View chart
Roper Industries (ROP)	0.2	$698k	-13%	2.0k	353.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$697k	-9%	11k	64.08	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$684k		3.2k	213.65	View chart
First Tr Exchange-traded Finls Alphadex (FXO)	0.2	$681k	+6%	12k	56.19	View chart
Spdr Series Trust State Street Spd (SJNK)	0.2	$680k	-82%	27k	24.98	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.2	$676k		14k	49.61	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$653k		4.4k	148.09	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$652k		3.6k	181.44	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$647k	-4%	3.3k	196.21	View chart
Vistra Energy (VST)	0.2	$644k		4.3k	150.33	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$642k	+4%	4.8k	132.89	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.2	$633k	+21%	5.0k	125.46	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$628k	-2%	14k	45.89	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.2	$621k	+4%	7.8k	79.90	View chart
Smartstop Self Storag Reit I Common Stock (SMA)	0.2	$619k		20k	30.28	View chart
Bank of America Corporation (BAC)	0.2	$613k	+25%	13k	48.75	View chart
Huntington Ingalls Inds (HII)	0.2	$611k	+10%	1.6k	379.91	View chart
Bunge Global Sa Com Shs (BG)	0.2	$606k	NEW	4.8k	127.20	View chart
Parker-Hannifin Corporation (PH)	0.2	$604k	+37%	675.00	895.27	View chart
American Express Company (AXP)	0.2	$597k	+245%	2.0k	302.43	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.1	$596k	+17%	30k	19.78	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$591k	-88%	5.7k	103.37	View chart
Cisco Systems (CSCO)	0.1	$569k		7.3k	77.59	View chart
Abbvie (ABBV)	0.1	$568k	+70%	2.6k	217.46	View chart
Caterpillar (CAT)	0.1	$563k	-5%	795.00	708.64	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$545k	-4%	12k	46.19	View chart
Eaton Corp SHS (ETN)	0.1	$538k	-8%	1.5k	357.67	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$536k	+9%	2.8k	191.91	View chart
Diamondback Energy (FANG)	0.1	$534k	-7%	2.7k	197.77	View chart
Broadcom (AVGO)	0.1	$519k	+5%	1.7k	309.57	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$501k	-8%	27k	18.40	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$495k		4.4k	113.11	View chart
Procter & Gamble Company (PG)	0.1	$492k		3.4k	144.45	View chart
RBB F/m Us Treasury (TBIL)	0.1	$488k	-19%	9.8k	49.86	View chart
Ishares Ethereum Tr SHS (ETHA)	0.1	$479k	NEW	30k	15.83	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$477k	-7%	6.1k	78.41	View chart
Honeywell International (HON)	0.1	$475k	-2%	2.1k	226.01	View chart
General Dynamics Corporation (GD)	0.1	$474k	-8%	1.4k	343.32	View chart
Etf Ser Solutions Aptus Enhanced (JUCY)	0.1	$471k		21k	22.15	View chart
AFLAC Incorporated (AFL)	0.1	$466k		4.2k	109.70	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$458k		3.4k	135.73	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.1	$456k	-3%	2.9k	158.87	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$454k		3.0k	151.41	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.1	$452k	-50%	13k	33.74	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$445k		745.00	597.18	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$445k	-14%	1.0k	430.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.1	$438k	-3%	11k	39.76	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$434k		1.4k	320.87	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$420k		8.0k	52.33	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$416k	-64%	1.1k	391.78	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.1	$411k		12k	34.02	View chart
Anglogold Ashanti Com Shs (AU)	0.1	$410k	-66%	4.2k	97.36	View chart
Micron Technology (MU)	0.1	$404k	-13%	1.2k	337.74	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$399k		6.4k	62.69	View chart
Cameco Corporation (CCJ)	0.1	$398k	-58%	3.7k	108.61	View chart
Lockheed Martin Corporation (LMT)	0.1	$396k	-6%	656.00	603.97	View chart
Qxo Com New (QXO)	0.1	$395k	NEW	20k	19.42	View chart
BP Sponsored Adr (BP)	0.1	$391k	-37%	8.3k	47.00	View chart
Pfizer (PFE)	0.1	$389k	-18%	14k	28.08	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$387k		4.7k	82.56	View chart
McDonald's Corporation (MCD)	0.1	$385k		1.2k	310.72	View chart
Strategy Eventide Us Mrkt (ESUM)	0.1	$385k	-14%	15k	26.18	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$382k	-16%	8.5k	44.87	View chart
Altria (MO)	0.1	$380k		5.8k	65.99	View chart
Raytheon Technologies Corp (RTX)	0.1	$377k		2.0k	192.92	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$377k	-9%	9.4k	40.14	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$371k		3.2k	117.66	View chart
SLB Com Stk (SLB)	0.1	$366k	+29%	7.1k	51.39	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$366k		524.00	697.72	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$363k		3.1k	118.45	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.1	$359k	-6%	14k	26.28	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$359k		1.4k	261.98	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$357k	-4%	817.00	436.84	View chart
Linde SHS (LIN)	0.1	$356k	+3%	719.00	495.72	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$353k		2.2k	163.61	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.1	$352k	-4%	17k	20.96	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$348k	-8%	1.2k	286.82	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$348k	-6%	7.2k	48.05	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$346k		4.7k	73.14	View chart
Fiserv (FI)	0.1	$338k	+71%	6.1k	55.80	View chart
Boeing Company (BA)	0.1	$337k	+2%	1.7k	199.03	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.1	$330k	-91%	9.2k	35.96	View chart
Ge Aerospace Com New (GE)	0.1	$328k	-59%	1.2k	283.86	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$327k		2.6k	128.12	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$323k		11k	30.32	View chart
Charles Schwab Corporation (SCHW)	0.1	$321k	+3%	3.4k	93.98	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$318k		4.7k	67.53	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$312k	-11%	2.1k	146.61	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$309k	-25%	6.1k	50.66	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$303k	-15%	1.4k	218.73	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$303k	-2%	1.9k	161.69	View chart
Deere & Company (DE)	0.1	$303k	-19%	537.00	563.52	View chart
Meta Platforms Cl A (META)	0.1	$301k	-62%	526.00	571.65	View chart
Marathon Petroleum Corp (MPC)	0.1	$283k	-9%	1.2k	244.26	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$277k		5.5k	50.84	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$277k	-4%	6.3k	43.59	View chart
Kroger (KR)	0.1	$271k	-70%	3.7k	72.35	View chart
Carlisle Companies (CSL)	0.1	$267k		800.00	333.62	View chart
Prudential Financial (PRU)	0.1	$254k	+2%	2.6k	97.70	View chart
Advanced Micro Devices (AMD)	0.1	$251k		1.2k	203.43	View chart
S&p Global (SPGI)	0.1	$250k	-58%	589.00	425.07	View chart
Progressive Corporation (PGR)	0.1	$250k	-65%	1.3k	198.17	View chart
Pepsi (PEP)	0.1	$246k	+12%	1.6k	155.32	View chart
Clorox Company (CLX)	0.1	$244k		2.4k	103.61	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$243k	NEW	16k	15.65	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$236k	-5%	5.9k	40.19	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$234k	-18%	4.0k	58.18	View chart
Emerson Electric (EMR)	0.1	$234k	-9%	1.8k	131.04	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$233k	-9%	3.3k	69.75	View chart
Equifax (EFX)	0.1	$232k		1.3k	180.10	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$232k		300.00	772.64	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$231k		1.1k	203.72	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$230k	NEW	10k	22.91	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$228k	-21%	4.6k	49.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.1	$228k		5.1k	44.91	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$226k		2.4k	94.94	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$226k	-2%	3.0k	74.34	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$222k		619.00	359.03	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$216k	-2%	3.6k	59.79	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$212k	-7%	2.7k	77.19	View chart
UnitedHealth (UNH)	0.1	$211k	+2%	779.00	270.45	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.1	$210k		4.1k	51.18	View chart
TJX Companies (TJX)	0.1	$210k	NEW	1.3k	159.66	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$209k		869.00	239.99	View chart
SEI Investments Company (SEIC)	0.1	$207k		2.6k	78.47	View chart
Home Depot (HD)	0.1	$204k	-6%	619.00	328.69	View chart

Past Filings by TrueWealth Advisors

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

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
TrueWealth Advisors 2022 Q2 filed July 27, 2022

View all past filings

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