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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 3 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BUFR FIRST TR EXCHNG TRADED FD VI 48,188.0 $1.8M 0.40% $36.53 +2.1%
42 CRS CARPENTER TECHNOLOGY CORP Industrials 2,789.0 $1.7M 0.39% +36.0 +1.3% $616.88 -21.2%
43 NVDA NVIDIA CORPORATION Technology 8,469.0 $1.7M 0.38% -123.0 -1.4% $200.09 +6.5%
44 FENI FIDELITY COVINGTON TRUST 41,721.0 $1.7M 0.38% +8K +21.9% $40.13 +4.4%
45 VO VANGUARD INDEX FDS 19,911.0 $1.6M 0.36% +15K +300.2% $80.57 +2.8%
46 SPAB SPDR SERIES TRUST 62,658.0 $1.6M 0.36% $25.52 -1.0%
47 SPIB SPDR SERIES TRUST 47,372.0 $1.6M 0.36% $33.46 -0.7%
48 WMB WILLIAMS COS INC Energy 20,592.0 $1.5M 0.34% -120.0 -0.6% $74.34 -4.4%
49 OSCV ETF SER SOLUTIONS 35,917.0 $1.5M 0.34% +208.0 +0.6% $42.19 -0.3%
50 MU MICRON TECHNOLOGY INC Technology 1,310.0 $1.5M 0.34% +114.0 +9.5% $1154.28 -19.2%
51 T AT&T INC Communication Services 71,251.0 $1.5M 0.33% +3K +4.9% $20.70 +24.4%
52 CGMU CAPITAL GRP FIXED INCM ETF T 53,363.0 $1.5M 0.33% +4K +7.1% $27.47 -1.3%
53 SCHG SCHWAB STRATEGIC TR 42,993.0 $1.5M 0.33% $33.84 +4.4%
54 VBND ETF SER SOLUTIONS 32,854.0 $1.4M 0.32% +3K +8.5% $43.63 -1.3%
55 KNG FIRST TR EXCHANGE-TRADED FD 28,117.0 $1.4M 0.32% -3K -11.0% $50.50 +2.5%
56 JBND J P MORGAN EXCHANGE TRADED F 26,243.0 $1.4M 0.32% +2K +8.3% $53.50 -1.0%
57 IVV ISHARES TR 1,856.0 $1.4M 0.31% +384.0 +26.1% $748.80 +2.8%
58 DELL DELL TECHNOLOGIES INC Technology 3,206.0 $1.4M 0.31% NEW $431.46 +4.5%
59 KMI KINDER MORGAN INC DEL Energy 43,181.0 $1.4M 0.31% -246.0 -0.6% $31.97 -3.2%
60 IVE ISHARES TR 5,943.0 $1.3M 0.30% -388.0 -6.1% $227.08 +4.6%
Page 3 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%