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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 5 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FTCB FIRST TR EXCHANGE-TRADED FD 17,481.0 $365K 0.08% +674.0 +4.0% $20.86 -1.3%
82 SLB SLB LIMITED Energy 7,553.0 $351K 0.08% +427.0 +6.0% $46.49 +14.8%
83 PFF ISHARES TR 11,020.0 $336K 0.08% +375.0 +3.5% $30.49 +0.5%
84 FMB FIRST TR EXCH TRADED FD III 6,149.0 $316K 0.07% +42.0 +0.7% $51.36 -2.4%
85 GOVT ISHARES TR 11,018.0 $251K 0.06% +1K +10.0% $22.78 -1.1%
86 MBB ISHARES TR 2,528.0 $239K 0.05% +143.0 +6.0% $94.52 -1.1%
87 LMBS FIRST TR EXCHANGE-TRADED FD 4,710.0 $234K 0.05% +131.0 +2.9% $49.78 -0.4%
88 PEP PEPSICO INC Consumer Defensive 1,595.0 $216K 0.05% +9.0 +0.6% $135.36 +5.1%
Page 5 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%