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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 2 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO Financial Services 3,888.0 $1.3M 0.29% -79.0 -2.0% $327.30 +9.0%
22 VGSH VANGUARD SCOTTSDALE FDS 21,279.0 $1.2M 0.28% -121.0 -0.6% $58.20 -0.1%
23 NGS NATURAL GAS SVCS GROUP INC Energy 27,120.0 $1.2M 0.26% -3K -11.2% $43.14 -20.0%
24 TDIV FIRST TR EXCHANGE TRADED FD 9,640.0 $1.1M 0.25% -50.0 -0.5% $114.88 -0.6%
25 VZ VERIZON COMMUNICATIONS INC Communication Services 25,542.0 $1.1M 0.24% -1K -4.7% $42.34 +18.7%
26 CWS ADVISORSHARES TR 15,665.0 $1.1M 0.24% -2K -9.1% $68.19 +7.2%
27 FTSL FIRST TR EXCHANGE-TRADED FD 23,777.0 $1.1M 0.24% -2K -8.0% $44.75 +0.1%
28 GOOGL ALPHABET INC Communication Services 2,824.0 $1.0M 0.23% -162.0 -5.4% $357.36 -4.5%
29 RF REGIONS FINANCIAL CORP NEW Financial Services 32,735.0 $989K 0.22% -4K -11.1% $30.20 +2.0%
30 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 982.0 $948K 0.21% -80.0 -7.5% $965.03 -12.6%
31 XLK SELECT SECTOR SPDR TR 4,799.0 $914K 0.21% -35.0 -0.7% $190.54 -4.3%
32 CAT CATERPILLAR INC Industrials 740.0 $788K 0.18% -55.0 -6.9% $1065.46 -22.8%
33 JNJ JOHNSON & JOHNSON Healthcare 3,092.0 $785K 0.18% -20.0 -0.6% $253.97 +6.7%
34 CSCO CISCO SYS INC Technology 6,662.0 $783K 0.18% -668.0 -9.1% $117.47 -4.8%
35 SCHX SCHWAB STRATEGIC TR 26,557.0 $782K 0.18% -3K -10.2% $29.43 +2.5%
36 IWD ISHARES TR 3,135.0 $760K 0.17% -64.0 -2.0% $242.43 +6.6%
37 AMD ADVANCED MICRO DEVICES INC Technology 1,198.0 $696K 0.16% -34.0 -2.8% $580.91 -17.0%
38 SPHD INVESCO EXCH TRADED FD TR II 13,498.0 $686K 0.15% -131.0 -1.0% $50.84 +4.9%
39 ROP ROPER TECHNOLOGIES INC Industrials 1,924.0 $651K 0.15% -48.0 -2.4% $338.46 +22.0%
40 SMA SMARTSTOP SELF STORAG REIT I Real Estate 19,937.0 $648K 0.15% -500.0 -2.5% $32.50 +4.4%
Page 2 of 5  ·  81 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%