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Portfolio (Quarterly) Guide ↗

TrueWealth Advisors, LLC

· CIK 0001817714
13F Portfolio $386M AUM 241 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 241 New
Page 4 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KMI KINDER MORGAN INC DEL Energy 43,140.0 $1.2M 0.31% NEW $27.49 +19.6%
62 CGMU CAPITAL GRP FIXED INCM ETF T 42,098.0 $1.2M 0.30% NEW $27.38 -0.3%
63 RF REGIONS FINANCIAL CORP NEW Financial Services 41,900.0 $1.1M 0.29% NEW $27.10 +4.2%
64 FPE FIRST TR EXCH TRADED FD III 61,544.0 $1.1M 0.29% NEW $18.22 -1.4%
65 ANGLOGOLD ASHANTI PLC 12,710.0 $1.1M 0.28% NEW $85.28
66 NGS NATURAL GAS SVCS GROUP INC Energy 30,869.0 $1.0M 0.27% NEW $33.65 +27.3%
67 CGCP CAPITAL GRP FIXED INCM ETF T 45,704.0 $1.0M 0.27% NEW $22.64 -1.3%
68 CWS ADVISORSHARES TR 14,795.0 $1.0M 0.26% NEW $68.73 -1.7%
69 ROP ROPER TECHNOLOGIES INC Industrials 2,277.0 $1.0M 0.26% NEW $445.19 -28.1%
70 ORCL ORACLE CORP Technology 5,083.0 $991K 0.26% NEW $194.90 -0.9%
71 GOOGL ALPHABET INC Communication Services 3,156.0 $988K 0.26% NEW $313.02 +24.2%
72 BERKSHIRE HATHAWAY INC DEL 1,951.0 $981K 0.25% NEW $502.65
73 COWG PACER FDS TR 26,879.0 $946K 0.24% NEW $35.21 +9.9%
74 FLMI FRANKLIN TEMPLETON ETF TR 37,687.0 $937K 0.24% NEW $24.87 +0.2%
75 SPG SIMON PPTY GROUP INC NEW Real Estate 5,060.0 $937K 0.24% NEW $185.11 +11.8%
76 IVV ISHARES TR 1,366.0 $936K 0.24% NEW $685.06 +10.1%
77 TDIV FIRST TR EXCHANGE TRADED FD 9,640.0 $934K 0.24% NEW $96.84 +21.7%
78 META META PLATFORMS INC Communication Services 1,412.0 $932K 0.24% NEW $660.23 -7.3%
79 LOW LOWES COS INC Consumer Cyclical 3,836.0 $925K 0.24% NEW $241.16 -12.1%
80 AIRR FIRST TR EXCHANGE TRADED FD 9,353.0 $920K 0.24% NEW $98.32 +30.5%
Page 4 of 13  ·  241 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 44.2%
Technology 11.9%
Industrials 9.0%
Energy 8.6%
Consumer Cyclical 5.9%
Communication Services 4.7%
Utilities 4.4%
Real Estate 4.1%
Consumer Defensive 3.9%
Healthcare 3.0%