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Portfolio (Quarterly) Guide ↗

TrueWealth Advisors, LLC

· CIK 0001817714
13F Portfolio $386M AUM 241 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 241 New
Page 6 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FLRT PACER FDS TR 15,864.0 $748K 0.19% NEW $47.14 -0.7%
102 IYW ISHARES TR 3,655.0 $730K 0.19% NEW $199.68 +22.8%
103 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 25,578.0 $694K 0.18% NEW $27.15 -30.9%
104 FXO FIRST TR EXCHANGE TRADED FD 11,324.0 $683K 0.18% NEW $60.35 -1.4%
105 VST VISTRA CORP Utilities 4,217.0 $680K 0.18% NEW $161.32 +0.6%
106 IWD ISHARES TR 3,210.0 $675K 0.17% NEW $210.33 +13.3%
107 XLK SELECT SECTOR SPDR TR 4,646.0 $669K 0.17% NEW $143.96 +27.6%
108 JNJ JOHNSON & JOHNSON Healthcare 3,195.0 $661K 0.17% NEW $206.95 +12.1%
109 VTV VANGUARD INDEX FDS 3,456.0 $660K 0.17% NEW $190.99 +11.0%
110 PANW PALO ALTO NETWORKS INC Technology 3,583.0 $660K 0.17% NEW $184.20 +35.3%
111 SPHD INVESCO EXCH TRADED FD TR II 13,629.0 $654K 0.17% NEW $48.00 +5.2%
112 CSX CSX CORP Industrials 17,875.0 $648K 0.17% NEW $36.25 +29.7%
113 SMA SMARTSTOP SELF STORAG REIT I Real Estate 20,737.0 $642K 0.17% NEW $30.94 +1.3%
114 VYM VANGUARD WHITEHALL FDS 4,412.0 $633K 0.16% NEW $143.51 +10.5%
115 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 4,157.0 $609K 0.16% NEW $146.58 -13.5%
116 TBIL RBB FD INC 12,180.0 $608K 0.16% NEW $49.88 +0.2%
117 XLU SELECT SECTOR SPDR TR 14,070.0 $601K 0.16% NEW $42.69 +6.1%
118 TT TRANE TECHNOLOGIES PLC Industrials 1,533.0 $597K 0.15% NEW $389.20 +19.0%
119 UTES ETFIS SER TR I 7,407.0 $585K 0.15% NEW $78.95 +3.7%
120 IUSB ISHARES TR 12,314.0 $573K 0.15% NEW $46.54 -1.0%
Page 6 of 13  ·  241 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 44.2%
Technology 11.9%
Industrials 9.0%
Energy 8.6%
Consumer Cyclical 5.9%
Communication Services 4.7%
Utilities 4.4%
Real Estate 4.1%
Consumer Defensive 3.9%
Healthcare 3.0%