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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 4 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LIN LINDE PLC Basic Materials 695.0 $361K 0.08% -24.0 -3.3% $518.90 -5.5%
62 BA BOEING CO Industrials 1,648.0 $357K 0.08% -46.0 -2.7% $216.47 -2.0%
63 FENY FIDELITY COVINGTON TRUST 11,586.0 $342K 0.08% -500.0 -4.1% $29.56 +17.1%
64 CGSM CAPITAL GRP FIXED INCM ETF T 12,978.0 $342K 0.08% -682.0 -5.0% $26.38 -0.2%
65 XLI SELECT SECTOR SPDR TR 1,831.0 $339K 0.08% -42.0 -2.2% $185.22 -2.6%
66 DE DEERE & CO Industrials 529.0 $336K 0.08% -8.0 -1.5% $634.53 +0.0%
67 MCD MCDONALDS CORP Consumer Cyclical 1,217.0 $329K 0.07% -23.0 -1.9% $270.28 -1.2%
68 ITA ISHARES TR 1,353.0 $328K 0.07% -32.0 -2.3% $242.38 -2.5%
69 XLV SELECT SECTOR SPDR TR 2,061.0 $327K 0.07% -66.0 -3.1% $158.65 +9.4%
70 CCJ CAMECO CORP Energy 3,134.0 $319K 0.07% -527.0 -14.4% $101.86 +5.4%
71 ANGLOGOLD ASHANTI PLC 3,716.0 $301K 0.07% -491.0 -11.7% $80.89
72 MPC MARATHON PETE CORP Energy 1,144.0 $292K 0.07% -13.0 -1.1% $255.60 +41.7%
73 PFE PFIZER INC Healthcare 11,924.0 $287K 0.07% -2K -13.9% $24.08 +17.5%
74 META META PLATFORMS INC Communication Services 482.0 $271K 0.06% -44.0 -8.4% $562.82 +2.4%
75 PRU PRUDENTIAL FINL INC Financial Services 2,496.0 $269K 0.06% -106.0 -4.1% $107.94 +11.4%
76 PGR PROGRESSIVE CORP Financial Services 1,225.0 $268K 0.06% -34.0 -2.7% $218.49 +1.8%
77 AXP AMERICAN EXPRESS CO Financial Services 770.0 $260K 0.06% -1K -61.0% $338.15 -0.6%
78 DYNF BLACKROCK ETF TRUST 3,769.0 $256K 0.06% -253.0 -6.3% $68.01 +1.6%
79 EMR EMERSON ELEC CO Industrials 1,753.0 $251K 0.06% -32.0 -1.8% $143.16 +10.6%
80 MTUM ISHARES TR 723.0 $248K 0.06% -146.0 -16.8% $342.83 -11.3%
Page 4 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%