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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 6 of 12  ·  233 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SCHX SCHWAB STRATEGIC TR 29,557.0 $758K 0.19% $25.64 +15.2%
102 PANW PALO ALTO NETWORKS INC Technology 4,688.0 $752K 0.19% +1K +30.8% $160.32 +60.1%
103 FAD FIRST TR EXCHANGE-TRADED ALP 4,725.0 $751K 0.19% NEW $158.92 +18.4%
104 MDIV FIRST TR EXCHANGE TRADED FD 45,039.0 $728K 0.18% -3K -6.2% $16.17 +2.9%
105 TPSC TIMOTHY PLAN 17,035.0 $723K 0.18% -4K -19.2% $42.45 +7.9%
106 PWR QUANTA SVCS INC Industrials 1,299.0 $713K 0.18% +302.0 +30.3% $549.02 +35.2%
107 DUK DUKE ENERGY CORP NEW Utilities 5,445.0 $713K 0.18% +1K +29.7% $130.93 -4.6%
108 ROP ROPER TECHNOLOGIES INC Industrials 1,972.0 $698K 0.18% -305.0 -13.4% $353.81 -9.5%
109 VEA VANGUARD TAX-MANAGED FDS 10,873.0 $697K 0.17% -1K -9.3% $64.08 +12.0%
110 IWD ISHARES TR 3,199.0 $683K 0.17% $213.65 +11.5%
111 FXO FIRST TR EXCHANGE-TRADED FD 12,115.0 $681K 0.17% +791.0 +7.0% $56.19 +6.0%
112 SJNK SPDR SERIES TRUST 27,216.0 $680K 0.17% -131K -82.8% $24.98 +0.5%
113 SPHD INVESCO EXCH TRADED FD TR II 13,629.0 $676K 0.17% $49.61 +1.2%
114 VYM VANGUARD WHITEHALL FDS 4,412.0 $653K 0.16% $148.09 +7.2%
115 IYW ISHARES TR 3,594.0 $652K 0.16% -61.0 -1.7% $181.44 +36.4%
116 VTV VANGUARD INDEX FDS 3,297.0 $647K 0.16% -159.0 -4.6% $196.21 +8.1%
117 VST VISTRA CORP Utilities 4,281.0 $644K 0.16% +64.0 +1.5% $150.33 +3.9%
118 XLK SELECT SECTOR SPDR TR 4,834.0 $642K 0.16% +188.0 +4.0% $132.89 +39.4%
119 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 5,049.0 $633K 0.16% +892.0 +21.5% $125.46 +3.2%
120 XLU SELECT SECTOR SPDR TR 13,692.0 $628K 0.16% -378.0 -2.7% $45.89 -1.2%
Page 6 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%