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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 12 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FAPR FIRST TR EXCHNG TRADED FD VI 5,075.0 $237K 0.05% $46.74 +1.9%
222 LMBS FIRST TR EXCHANGE-TRADED FD 4,710.0 $234K 0.05% +131.0 +2.9% $49.78 -0.4%
223 SEIC SEI INVTS CO Financial Services 2,640.0 $232K 0.05% $87.71 +26.5%
224 LALT FIRST TR EXCHNG TRADED FD VI 9,581.0 $230K 0.05% NEW $24.03 +1.4%
225 TRFK PACER FDS TR 2,134.0 $228K 0.05% NEW $106.70 -13.5%
226 CLX CLOROX CO DEL Consumer Defensive 2,361.0 $225K 0.05% $95.45 +9.9%
227 HD HOME DEPOT INC Consumer Cyclical 617.0 $218K 0.05% $352.52 -4.2%
228 PEP PEPSICO INC Consumer Defensive 1,595.0 $216K 0.05% +9.0 +0.6% $135.36 +5.1%
229 IJR ISHARES TR 1,442.0 $214K 0.05% NEW $148.30 -1.1%
230 PAAA PGIM ETF TR 4,100.0 $210K 0.05% $51.27 +0.4%
231 BIV VANGUARD BD INDEX FDS 2,739.0 $210K 0.05% $76.71 -1.1%
232 GSEW GOLDMAN SACHS ETF TR 2,206.0 $208K 0.05% NEW $94.44 +3.9%
233 ITOT ISHARES TR 1,266.0 $208K 0.05% NEW $164.27 +2.2%
234 V VISA INC Financial Services 597.0 $205K 0.05% NEW $342.81 +12.1%
235 EFX EQUIFAX INC Industrials 1,289.0 $205K 0.05% $158.74 +20.9%
Page 12 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%