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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 3 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ETN EATON CORP PLC Industrials 1,494.0 $637K 0.14% -11.0 -0.7% $426.12 -2.0%
42 COP CONOCOPHILLIPS Energy 6,071.0 $631K 0.14% -66.0 -1.1% $103.96 +27.0%
43 PANW PALO ALTO NETWORKS INC Technology 1,841.0 $628K 0.14% -3K -60.7% $341.02 -0.8%
44 SJNK SPDR SERIES TRUST 25,005.0 $626K 0.14% -2K -8.1% $25.03 -0.5%
45 FXL FIRST TR EXCHANGE-TRADED FD 2,853.0 $620K 0.14% -15.0 -0.5% $217.22 -2.0%
46 AVGO BROADCOM INC Technology 1,607.0 $607K 0.14% -70.0 -4.2% $377.66 -6.7%
47 XMHQ INVESCO EXCHANGE TRADED FD T 5,199.0 $587K 0.13% -521.0 -9.1% $112.88 +6.0%
48 IVW ISHARES TR 4,182.0 $575K 0.13% -192.0 -4.4% $137.53 +0.6%
49 KO COCA COLA CO Consumer Defensive 6,564.0 $533K 0.12% -7K -53.3% $81.27 +11.4%
50 PFFD GLOBAL X FDS 26,948.0 $504K 0.11% -297.0 -1.1% $18.69 -1.2%
51 PG PROCTER & GAMBLE CO Consumer Defensive 3,364.0 $493K 0.11% -40.0 -1.2% $146.65 -1.1%
52 GD GENERAL DYNAMICS CORP Industrials 1,371.0 $486K 0.11% -10.0 -0.7% $354.36 +7.7%
53 FSLR FIRST SOLAR INC Energy 2,024.0 $478K 0.11% -2K -50.5% $235.96 -13.1%
54 VTI VANGUARD INDEX FDS 1,250.0 $462K 0.10% -103.0 -7.6% $369.94 +2.1%
55 GOOG ALPHABET INC 1,178.0 $416K 0.09% -36.0 -3.0% $353.28
56 GE GE AEROSPACE Industrials 1,084.0 $405K 0.09% -72.0 -6.2% $373.81 -5.5%
57 QDPL PACER FDS TR 8,578.0 $387K 0.09% -810.0 -8.6% $45.07 +2.7%
58 CALF PACER FDS TR 7,408.0 $375K 0.09% -1K -13.1% $50.61 +13.5%
59 COWG PACER FDS TR 9,100.0 $365K 0.08% -4K -32.0% $40.15 -1.7%
60 FMDE FIDELITY COVINGTON TRUST 8,936.0 $363K 0.08% -235.0 -2.6% $40.58 +4.5%
Page 3 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%