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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 9 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IYF ISHARES TR 3,155.0 $407K 0.10% NEW $128.93 -5.0%
162 VGT VANGUARD WORLD FD 524.0 $395K 0.10% NEW $753.78 -84.5%
163 MU MICRON TECHNOLOGY INC Technology 1,383.0 $395K 0.10% NEW $285.35 +218.1%
164 FSTA FIDELITY COVINGTON TRUST 8,021.0 $395K 0.10% NEW $49.19 +8.6%
165 SHY ISHARES TR 4,686.0 $388K 0.10% NEW $82.81 -0.7%
166 CGSM CAPITAL GRP FIXED INCM ETF T 14,644.0 $386K 0.10% NEW $26.34 -0.0%
167 MCD MCDONALDS CORP Consumer Cyclical 1,253.0 $383K 0.10% NEW $305.62 -8.1%
168 FTCB FIRST TR EXCHANGE-TRADED FD 17,611.0 $374K 0.10% NEW $21.23 -2.0%
169 BNDX VANGUARD CHARLOTTE FDS 7,715.0 $373K 0.10% NEW $48.32 -0.2%
170 XLV SELECT SECTOR SPDR TR 2,398.0 $371K 0.10% NEW $154.78 -3.9%
171 CGDV CAPITAL GROUP DIVIDEND VALUE 8,432.0 $368K 0.10% NEW $43.64 +10.4%
172 KO COCA COLA CO Consumer Defensive 5,260.0 $368K 0.10% NEW $69.91 +17.3%
173 BA BOEING CO Industrials 1,648.0 $358K 0.09% NEW $217.12 +2.5%
174 RTX RTX CORPORATION Industrials 1,950.0 $358K 0.09% NEW $183.41 -3.2%
175 VB VANGUARD INDEX FDS 1,375.0 $355K 0.09% NEW $257.98 +13.5%
176 FTGC FIRST TR EXCHANGE TRAD FD VI 15,182.0 $353K 0.09% NEW $23.23 +24.4%
177 ABBV ABBVIE INC Healthcare 1,536.0 $351K 0.09% NEW $228.49 -6.1%
178 ITA ISHARES TR 1,633.0 $351K 0.09% NEW $214.64 +7.4%
179 IWP ISHARES TR 2,552.0 $349K 0.09% NEW $136.94 +2.7%
180 IJS ISHARES TR 3,058.0 $348K 0.09% NEW $113.72 +15.5%
Page 9 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%