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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 6 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MRK MERCK & CO INC Healthcare 7,109.0 $913K 0.21% +525.0 +8.0% $128.49 +19.8%
102 FIRST TR EXCHANGE-TRADED FD 36,760.0 $849K 0.19% +1K +2.8% $23.09
103 AMGN AMGEN INC Healthcare 2,317.0 $839K 0.19% +161.0 +7.5% $362.15 +22.2%
104 LOW LOWES COS INC Consumer Cyclical 3,729.0 $822K 0.18% $220.49 -3.9%
105 RSP INVESCO EXCHANGE TRADED FD T 3,782.0 $805K 0.18% +987.0 +35.3% $212.75 +4.4%
106 FLRT PACER FDS TR 17,129.0 $799K 0.18% +559.0 +3.4% $46.63 +0.8%
107 CAT CATERPILLAR INC Industrials 740.0 $788K 0.18% -55.0 -6.9% $1065.46 -22.8%
108 JNJ JOHNSON & JOHNSON Healthcare 3,092.0 $785K 0.18% -20.0 -0.6% $253.97 +6.7%
109 FXO FIRST TR EXCHANGE-TRADED FD 12,564.0 $785K 0.18% +449.0 +3.7% $62.46 +6.4%
110 CSCO CISCO SYS INC Technology 6,662.0 $783K 0.18% -668.0 -9.1% $117.47 -4.8%
111 SCHX SCHWAB STRATEGIC TR 26,557.0 $782K 0.18% -3K -10.2% $29.43 +2.5%
112 DUK DUKE ENERGY CORP NEW Utilities 6,110.0 $773K 0.17% +665.0 +12.2% $126.57 -3.5%
113 VEA VANGUARD TAX-MANAGED FDS 10,826.0 $771K 0.17% $71.25 +3.2%
114 IWD ISHARES TR 3,135.0 $760K 0.17% -64.0 -2.0% $242.43 +6.6%
115 ABBV ABBVIE INC Healthcare 2,974.0 $748K 0.17% +362.0 +13.9% $251.63 +3.9%
116 MDIV FIRST TR EXCHANGE TRADED FD 44,864.0 $741K 0.17% $16.53 +2.0%
117 VTV VANGUARD INDEX FDS 3,355.0 $731K 0.17% +58.0 +1.8% $217.92 +4.2%
118 PH PARKER-HANNIFIN CORP Industrials 715.0 $699K 0.16% +40.0 +5.9% $978.24 +6.4%
119 VYM VANGUARD WHITEHALL FDS 4,412.0 $697K 0.16% $158.02 +4.4%
120 AMD ADVANCED MICRO DEVICES INC Technology 1,198.0 $696K 0.16% -34.0 -2.8% $580.91 -17.0%
Page 6 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%