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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 10 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BA BOEING CO Industrials 1,648.0 $357K 0.08% -46.0 -2.7% $216.47 -2.2%
182 SPLV INVESCO EXCH TRADED FD TR II 4,731.0 $354K 0.08% $74.90 +1.4%
183 SLB SLB LIMITED Energy 7,553.0 $351K 0.08% +427.0 +6.0% $46.49 +14.8%
184 BNDX VANGUARD CHARLOTTE FDS 7,228.0 $350K 0.08% $48.43 -1.3%
185 FENY FIDELITY COVINGTON TRUST 11,586.0 $342K 0.08% -500.0 -4.1% $29.56 +17.6%
186 CGSM CAPITAL GRP FIXED INCM ETF T 12,978.0 $342K 0.08% -682.0 -5.0% $26.38 -0.2%
187 INTC INTEL CORP Technology 2,431.0 $339K 0.08% NEW $139.63 -37.6%
188 XLI SELECT SECTOR SPDR TR 1,831.0 $339K 0.08% -42.0 -2.2% $185.22 -2.6%
189 PFF ISHARES TR 11,020.0 $336K 0.08% +375.0 +3.5% $30.49 +0.5%
190 DE DEERE & CO Industrials 529.0 $336K 0.08% -8.0 -1.5% $634.53 +0.6%
191 LMT LOCKHEED MARTIN CORP Industrials 653.0 $333K 0.07% $509.59 +11.2%
192 MCD MCDONALDS CORP Consumer Cyclical 1,217.0 $329K 0.07% -23.0 -1.9% $270.28 -1.4%
193 ITA ISHARES TR 1,353.0 $328K 0.07% -32.0 -2.3% $242.38 -2.6%
194 XLV SELECT SECTOR SPDR TR 2,061.0 $327K 0.07% -66.0 -3.1% $158.65 +9.7%
195 FDL FIRST TR EXCHANGE-TRADED FD 6,652.0 $324K 0.07% NEW $48.66 +9.8%
196 GS GOLDMAN SACHS GROUP INC Financial Services 317.0 $321K 0.07% NEW $1011.72 +2.8%
197 CCJ CAMECO CORP Energy 3,134.0 $319K 0.07% -527.0 -14.4% $101.86 +5.7%
198 FMB FIRST TR EXCH TRADED FD III 6,149.0 $316K 0.07% +42.0 +0.7% $51.36 -2.4%
199 SCHW SCHWAB CHARLES CORP Financial Services 3,415.0 $315K 0.07% $92.27 +18.5%
200 ANGLOGOLD ASHANTI PLC 3,716.0 $301K 0.07% -491.0 -11.7% $80.89
Page 10 of 12  ·  235 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%