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Portfolio (Quarterly) Guide ↗

TrueWealth Advisors, LLC

· CIK 0001817714
13F Portfolio $444M AUM 235 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 88 Added 81 Reduced 13 Exited
Page 1 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GRNY TIDAL TRUST I 1,437,336.0 $39.7M 8.96% +24K +1.7% $27.65 +0.6%
2 FBND FIDELITY MERRIMACK STR TR 616,590.0 $28.0M 6.32% +12K +2.0% $45.49 -0.7%
3 CGMS CAPITAL GRP FIXED INCM ETF T 796,067.0 $21.8M 4.91% +7K +0.9% $27.33 -0.3%
4 DBEF DBX ETF TR 353,927.0 $19.3M 4.36% +6K +1.7% $54.63 +2.7%
5 DRSK ETF SER SOLUTIONS 472,862.0 $13.6M 3.06% +4K +0.8% $28.75 -0.9%
6 SPYV SPDR SERIES TRUST 217,901.0 $13.2M 2.99% +13K +6.5% $60.79 +4.6%
7 SDVY FIRST TR EXCHANGE TRADED FD 277,141.0 $12.0M 2.69% +11K +3.9% $43.14 +1.6%
8 GRNJ TIDAL TRUST III 371,143.0 $11.7M 2.63% +10K +2.7% $31.44 -6.2%
9 FRDM EA SERIES TRUST 144,903.0 $10.6M 2.38% +4K +3.0% $72.90 -5.2%
10 UCON FIRST TR EXCHNG TRADED FD VI 263,690.0 $6.6M 1.48% +2K +0.7% $24.88 -0.8%
11 OALC UNIFIED SER TR 132,384.0 $5.4M 1.23% +16K +13.4% $41.03 +1.8%
12 SCHD SCHWAB STRATEGIC TR 165,674.0 $5.3M 1.18% +2K +1.0% $31.71 +10.7%
13 DIA STATE STR SPDR DOW JONES IND Financial Services 8,403.0 $4.4M 0.99% +175.0 +2.1% $522.40 +2.5%
14 RDVY FIRST TR EXCHANGE TRADED FD 50,754.0 $4.1M 0.93% +4K +7.5% $81.06 +1.6%
15 COWZ PACER FDS TR 54,242.0 $3.4M 0.76% +802.0 +1.5% $62.20 +15.9%
16 IBD NORTHERN LTS FD TR IV 123,684.0 $2.9M 0.66% +13K +12.2% $23.77 -0.3%
17 JEPI J P MORGAN EXCHANGE TRADED F 48,515.0 $2.7M 0.62% +791.0 +1.7% $56.48 +2.9%
18 WMT WALMART INC Consumer Defensive 21,716.0 $2.5M 0.56% +455.0 +2.1% $113.26 -7.0%
19 OAIM UNIFIED SER TR 48,845.0 $2.3M 0.53% +13K +35.8% $47.83 +1.0%
20 TSLA TESLA INC Consumer Cyclical 4,545.0 $1.9M 0.43% +125.0 +2.8% $420.60 -16.7%
Page 1 of 5  ·  88 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 45.0%
Technology 13.6%
Industrials 8.7%
Energy 7.5%
Consumer Cyclical 4.9%
Utilities 4.9%
Real Estate 4.6%
Healthcare 4.5%
Consumer Defensive 3.2%
Communication Services 2.8%