TrueWealth Financial Partners

TrueWealth Financial Partners as of June 30, 2026

Portfolio Holdings for TrueWealth Financial Partners

TrueWealth Financial Partners holds 28 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
Vanguard Index Fds S&p 500 Etf Shs (VOO) 22.6 $55M 80k 686.81
Vanguard Index Fds Sm Cp Val Etf (VBR) 9.6 $23M 96k 242.99
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.6 $21M 291k 71.25
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.6 $16M 268k 59.69
Vanguard Scottsdale Fds Short Term Treas (VGSH) 6.6 $16M 274k 58.20
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 6.1 $15M 201k 73.41
Microsoft Corporation (MSFT) 5.3 $13M 34k 373.02
Vanguard World Energy Etf (VDE) 5.3 $13M 85k 150.13
Vanguard Index Fds Real Estate Etf (VNQ) 4.6 $11M 116k 96.43
Vanguard World Health Car Etf (VHT) 4.6 $11M 37k 299.01
Vanguard Index Fds Mid Cap Etf (VO) 4.5 $11M 134k 80.57
Vanguard World Consum Stp Etf (VDC) 4.1 $10M 44k 225.49
Vanguard Malvern Fds Strm Infproidx (VTIP) 3.3 $8.0M 160k 50.23
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.8 $4.5M 53k 83.75
Vanguard World Materials Etf (VAW) 1.1 $2.6M 12k 228.79
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.9 $2.3M 3.1k 746.77
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.8 $2.0M 41k 49.78
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.8M 5.2k 353.31
Vanguard Bd Index Fds Intermed Term (BIV) 0.5 $1.2M 16k 76.70
Amazon (AMZN) 0.5 $1.2M 5.2k 238.34
NVIDIA Corporation (NVDA) 0.4 $903k 4.5k 200.09
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $803k 5.1k 156.95
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $740k 15k 48.43
Apple (AAPL) 0.2 $521k 1.8k 289.36
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $419k 4.4k 95.99
Visa Com Cl A (V) 0.1 $361k 1.1k 343.09
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $294k 6.1k 48.25
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $207k 2.7k 77.91