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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 11 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MPC MARATHON PETE CORP Energy 1,144.0 $292K 0.07% -13.0 -1.1% $255.60 +42.4%
202 CSL CARLISLE COS INC Industrials 800.0 $290K 0.07% $362.75 +0.9%
203 PFE PFIZER INC Healthcare 11,924.0 $287K 0.07% -2K -13.9% $24.08 +17.9%
204 FIXD FIRST TR EXCHNG TRADED FD VI 6,344.0 $277K 0.06% $43.61 -1.5%
205 NEAR ISHARES U S ETF TR 5,453.0 $276K 0.06% $50.66 -0.1%
206 HBAN HUNTINGTON BANCSHARES INC Financial Services 15,528.0 $275K 0.06% $17.73 -3.4%
207 META META PLATFORMS INC Communication Services 482.0 $271K 0.06% -44.0 -8.4% $562.82 +2.4%
208 PRU PRUDENTIAL FINL INC Financial Services 2,496.0 $269K 0.06% -106.0 -4.1% $107.94 +11.3%
209 PGR PROGRESSIVE CORP Financial Services 1,225.0 $268K 0.06% -34.0 -2.7% $218.49 +1.8%
210 FIRST TR EXCHANGE TRADED FD 12,078.0 $267K 0.06% NEW $22.09
211 FIRST TR EXCHANGE TRADED FD 11,136.0 $266K 0.06% NEW $23.85
212 AXP AMERICAN EXPRESS CO Financial Services 770.0 $260K 0.06% -1K -61.0% $338.15 -0.7%
213 DYNF BLACKROCK ETF TRUST 3,769.0 $256K 0.06% -253.0 -6.3% $68.01 +1.5%
214 GOVT ISHARES TR 11,018.0 $251K 0.06% +1K +10.0% $22.78 -1.1%
215 EMR EMERSON ELEC CO Industrials 1,753.0 $251K 0.06% -32.0 -1.8% $143.16 +9.8%
216 VOOV VANGUARD ADMIRAL FDS INC 1,133.0 $248K 0.06% $219.14 +4.8%
217 MTUM ISHARES TR 723.0 $248K 0.06% -146.0 -16.8% $342.83 -11.4%
218 VCR VANGUARD WORLD FD 619.0 $246K 0.06% $396.61 -0.8%
219 UNH UNITEDHEALTH GROUP INC Healthcare 588.0 $244K 0.06% -191.0 -24.5% $415.58 -3.3%
220 MBB ISHARES TR 2,528.0 $239K 0.05% +143.0 +6.0% $94.52 -1.1%
Page 11 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%