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Portfolio (Quarterly) Guide ↗

TrueWealth Advisors, LLC

· CIK 0001817714
13F Portfolio $398M AUM 233 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 83 Added 97 Reduced 18 Exited
Page 12 of 12  ·  233 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 LMBS FIRST TR EXCHANGE-TRADED FD 4,579.0 $228K 0.06% -1K -21.0% $49.81 -0.0%
222 FAPR FIRST TR EXCHNG TRADED FD VI 5,075.0 $228K 0.06% $44.91 +3.7%
223 MBB ISHARES TR 2,385.0 $226K 0.06% $94.94 -0.6%
224 EFV ISHARES TR 3,043.0 $226K 0.06% -66.0 -2.1% $74.34 +6.8%
225 VCR VANGUARD WORLD FD 619.0 $222K 0.06% $359.03 +10.5%
226 FTSM FIRST TR EXCHANGE-TRADED FD 3,612.0 $216K 0.05% -93.0 -2.5% $59.79 +0.2%
227 BIV VANGUARD BD INDEX FDS 2,741.0 $212K 0.05% -227.0 -7.7% $77.19 -0.8%
228 UNH UNITEDHEALTH GROUP INC Healthcare 779.0 $211K 0.05% +18.0 +2.4% $270.45 +39.3%
229 PAAA PGIM ETF TR 4,100.0 $210K 0.05% $51.18 +0.6%
230 TJX TJX COS INC NEW Consumer Cyclical 1,314.0 $210K 0.05% NEW $159.66 -0.4%
231 MTUM ISHARES TR 869.0 $209K 0.05% $239.99 +30.9%
232 SEIC SEI INVTS CO Financial Services 2,640.0 $207K 0.05% $78.47 +15.7%
233 HD HOME DEPOT INC Consumer Cyclical 619.0 $203K 0.05% -41.0 -6.2% $328.69 -5.5%
Page 12 of 12  ·  233 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 42.9%
Technology 10.2%
Energy 9.9%
Industrials 9.4%
Utilities 5.2%
Consumer Cyclical 4.9%
Healthcare 4.6%
Consumer Defensive 4.4%
Real Estate 4.4%
Communication Services 3.9%