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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 4 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DUK DUKE ENERGY CORP NEW Utilities 6,110.0 $773K 0.17% +665.0 +12.2% $126.57 -3.7%
62 ABBV ABBVIE INC Healthcare 2,974.0 $748K 0.17% +362.0 +13.9% $251.63 +4.5%
63 VTV VANGUARD INDEX FDS 3,355.0 $731K 0.17% +58.0 +1.8% $217.92 +4.1%
64 PH PARKER-HANNIFIN CORP Industrials 715.0 $699K 0.16% +40.0 +5.9% $978.24 +6.3%
65 TBIL RBB FD INC 13,794.0 $688K 0.15% +4K +41.0% $49.86 +0.3%
66 VST VISTRA CORP Utilities 4,327.0 $686K 0.15% +46.0 +1.1% $158.62 -11.7%
67 IUSB ISHARES TR 14,569.0 $672K 0.15% +3K +23.5% $46.15 -1.1%
68 UTES ETFIS SER TR I 7,980.0 $652K 0.15% +207.0 +2.7% $81.74 -8.1%
69 XLU SELECT SECTOR SPDR TR 13,918.0 $631K 0.14% +226.0 +1.6% $45.34 -4.0%
70 CIBR FIRST TR EXCHANGE-TRADED FD 6,791.0 $610K 0.14% +430.0 +6.8% $89.84 +4.2%
71 BUNGE GLOBAL SA 5,193.0 $554K 0.12% +432.0 +9.1% $106.73
72 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 5,347.0 $513K 0.12% +298.0 +5.9% $95.98 +24.8%
73 VGT VANGUARD WORLD FD 4,192.0 $501K 0.11% +4K +700.0% $119.52 -1.3%
74 JUCY ETF SER SOLUTIONS 22,210.0 $488K 0.11% +952.0 +4.5% $21.98 +0.6%
75 BSV VANGUARD BD INDEX FDS 6,146.0 $479K 0.11% +59.0 +1.0% $77.91 -0.3%
76 HDV ISHARES TR 16,860.0 $462K 0.10% +13K +400.0% $27.41 +8.5%
77 FISV FISERV INC Technology 9,260.0 $454K 0.10% +3K +52.9% $49.05 +6.9%
78 BMNR BITMINE IMMERSION TECHS INC Financial Services 33,403.0 $445K 0.10% +3K +11.0% $13.31 +87.2%
79 VUG VANGUARD INDEX FDS 4,915.0 $423K 0.10% +4K +501.6% $86.13 +1.5%
80 ETHA ISHARES ETHEREUM TR Financial Services 32,951.0 $392K 0.09% +3K +9.0% $11.89 +56.9%
Page 4 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%