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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 4 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AIRR FIRST TR EXCHANGE TRADED FD 9,940.0 $1.3M 0.30% $133.24 -15.7%
62 LLY ELI LILLY & CO Healthcare 1,086.0 $1.3M 0.29% -10.0 -0.9% $1199.22 +0.0%
63 GEV GE VERNOVA INC Utilities 1,099.0 $1.3M 0.29% +29.0 +2.7% $1174.97 -19.6%
64 CAIE CALAMOS ETF TR 46,942.0 $1.3M 0.29% +13K +36.4% $27.21 -0.8%
65 JPM JPMORGAN CHASE & CO Financial Services 3,888.0 $1.3M 0.29% -79.0 -2.0% $327.30 +9.0%
66 SCHP SCHWAB STRATEGIC TR 47,262.0 $1.3M 0.28% $26.50 -1.7%
67 VGSH VANGUARD SCOTTSDALE FDS 21,279.0 $1.2M 0.28% -121.0 -0.6% $58.20 -0.1%
68 IBM INTERNATIONAL BUSINESS MACHS Technology 4,372.0 $1.2M 0.28% $281.20 -18.3%
69 VGIT VANGUARD SCOTTSDALE FDS 20,618.0 $1.2M 0.27% +2K +10.5% $58.98 -0.9%
70 JCI JOHNSON CONTROLS INTERNATION Industrials 8,119.0 $1.2M 0.27% +135.0 +1.7% $146.11 -1.2%
71 FTGC FIRST TR EXCHANGE TRAD FD VI 43,558.0 $1.2M 0.27% +6K +16.1% $27.05 +12.5%
72 CSX CSX CORP Industrials 24,679.0 $1.2M 0.26% +642.0 +2.7% $47.53 +9.5%
73 NGS NATURAL GAS SVCS GROUP INC Energy 27,120.0 $1.2M 0.26% -3K -11.2% $43.14 -20.0%
74 FLMI FRANKLIN TEMPLETON ETF TR 46,319.0 $1.2M 0.26% +2K +5.6% $25.17 -2.3%
75 CLS CELESTICA INC Technology 3,194.0 $1.2M 0.26% +47.0 +1.5% $364.80 -15.2%
76 FAD FIRST TR EXCHANGE-TRADED ALP 5,805.0 $1.2M 0.26% +1K +22.9% $199.97 -5.9%
77 CGCP CAPITAL GRP FIXED INCM ETF T 52,074.0 $1.2M 0.26% +2K +3.0% $22.29 -0.9%
78 SPG SIMON PPTY GROUP INC NEW Real Estate 5,060.0 $1.1M 0.26% $223.65 -2.5%
79 TDIV FIRST TR EXCHANGE TRADED FD 9,640.0 $1.1M 0.25% -50.0 -0.5% $114.88 -0.6%
80 MTB M & T BK CORP Financial Services 4,566.0 $1.1M 0.24% +211.0 +4.8% $238.01 +1.5%
Page 4 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%