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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VBND ETF SER SOLUTIONS 30,289.0 $1.3M 0.33% NEW $43.39 +0.1%
2 VGIT VANGUARD SCOTTSDALE FDS 18,660.0 $1.1M 0.28% NEW $59.55 -1.0%
3 AMGN AMGEN INC Healthcare 2,156.0 $759K 0.19% NEW $351.82 -4.5%
4 FAD FIRST TR EXCHANGE-TRADED ALP 4,725.0 $751K 0.19% NEW $158.92 +18.4%
5 BUNGE GLOBAL SA 4,761.0 $606K 0.15% NEW $127.20
6 ETHA ISHARES ETHEREUM TR Financial Services 30,241.0 $479K 0.12% NEW $15.83 -1.3%
7 QXO QXO INC Industrials 20,343.0 $395K 0.10% NEW $19.42 -11.6%
8 HBAN HUNTINGTON BANCSHARES INC Financial Services 15,535.0 $243K 0.06% NEW $15.65 +2.6%
9 GOVT ISHARES TR 10,017.0 $229K 0.06% NEW $22.91 -0.9%
10 TJX TJX COS INC NEW Consumer Cyclical 1,314.0 $210K 0.05% NEW $159.66 -0.4%

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%