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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 8 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 5,347.0 $513K 0.12% +298.0 +5.9% $95.98 +24.8%
142 VOO VANGUARD INDEX FDS 745.0 $512K 0.12% $686.75 +2.5%
143 PFFD GLOBAL X FDS 26,948.0 $504K 0.11% -297.0 -1.1% $18.69 -1.0%
144 VGT VANGUARD WORLD FD 4,192.0 $501K 0.11% +4K +700.0% $119.52 -1.3%
145 AFL AFLAC INC Financial Services 4,248.0 $498K 0.11% $117.25 +0.2%
146 PG PROCTER & GAMBLE CO Consumer Defensive 3,364.0 $493K 0.11% -40.0 -1.2% $146.65 -1.1%
147 JUCY ETF SER SOLUTIONS 22,210.0 $488K 0.11% +952.0 +4.5% $21.98 +0.6%
148 GD GENERAL DYNAMICS CORP Industrials 1,371.0 $486K 0.11% -10.0 -0.7% $354.36 +7.8%
149 BSV VANGUARD BD INDEX FDS 6,146.0 $479K 0.11% +59.0 +1.0% $77.91 -0.3%
150 FSLR FIRST SOLAR INC Energy 2,024.0 $478K 0.11% -2K -50.5% $235.96 -12.7%
151 FANG DIAMONDBACK ENERGY INC Energy 2,692.0 $473K 0.11% $175.79 +13.7%
152 DVY ISHARES TR 3,000.0 $469K 0.11% $156.30 +5.5%
153 VTI VANGUARD INDEX FDS 1,250.0 $462K 0.10% -103.0 -7.6% $369.94 +2.2%
154 HDV ISHARES TR 16,860.0 $462K 0.10% +13K +400.0% $27.41 +8.5%
155 FISV FISERV INC Technology 9,260.0 $454K 0.10% +3K +52.9% $49.05 +6.9%
156 DAPR FIRST TR EXCHNG TRADED FD VI 11,018.0 $450K 0.10% $40.88 +1.7%
157 BMNR BITMINE IMMERSION TECHS INC Financial Services 33,403.0 $445K 0.10% +3K +11.0% $13.31 +87.2%
158 VUG VANGUARD INDEX FDS 4,915.0 $423K 0.10% +4K +501.6% $86.13 +1.5%
159 FSTA FIDELITY COVINGTON TRUST 8,021.0 $421K 0.10% $52.54 +3.1%
160 IJS ISHARES TR 3,060.0 $418K 0.09% $136.68 +0.9%
Page 8 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%