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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 3 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLU SELECT SECTOR SPDR TR 13,692.0 $628K 0.16% -378.0 -2.7% $45.89 -1.2%
42 SMA SMARTSTOP SELF STORAG REIT I Real Estate 20,437.0 $619K 0.16% -300.0 -1.4% $30.28 +2.5%
43 XMHQ INVESCO EXCHANGE TRADED FD T 5,720.0 $591K 0.15% -44K -88.4% $103.37 +6.4%
44 CAT CATERPILLAR INC Industrials 795.0 $563K 0.14% -48.0 -5.7% $708.64 +28.2%
45 IUSB ISHARES TR 11,795.0 $545K 0.14% -519.0 -4.2% $46.19 -0.4%
46 ETN EATON CORP PLC Industrials 1,505.0 $538K 0.14% -134.0 -8.2% $357.67 +12.7%
47 FANG DIAMONDBACK ENERGY INC Energy 2,699.0 $534K 0.13% -232.0 -7.9% $197.77 -1.3%
48 PFFD GLOBAL X FDS 27,245.0 $501K 0.13% -3K -8.4% $18.40 +2.7%
49 TBIL RBB FD INC 9,785.0 $488K 0.12% -2K -19.7% $49.86 +0.2%
50 BSV VANGUARD BD INDEX FDS 6,087.0 $477K 0.12% -460.0 -7.0% $78.41 -0.6%
51 HON HONEYWELL INTL INC Industrials 2,103.0 $475K 0.12% -51.0 -2.4% $226.01 +2.5%
52 GD GENERAL DYNAMICS CORP Industrials 1,381.0 $474K 0.12% -130.0 -8.6% $343.32 +0.4%
53 FXL FIRST TR EXCHANGE-TRADED FD 2,868.0 $456K 0.12% -117.0 -3.9% $158.87 +30.4%
54 COWG PACER FDS TR 13,383.0 $452K 0.11% -13K -50.2% $33.74 +14.7%
55 VOO VANGUARD INDEX FDS 745.0 $445K 0.11% -9.0 -1.2% $597.18 +15.6%
56 GLD SPDR GOLD TR Financial Services 1,033.0 $444K 0.11% -173.0 -14.3% $430.29 -3.8%
57 DAPR FIRST TR EXCHNG TRADED FD VI 11,018.0 $438K 0.11% -385.0 -3.4% $39.76 +2.6%
58 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,062.0 $416K 0.10% -2K -64.7% $391.78 +115.9%
59 ANGLOGOLD ASHANTI PLC 4,207.0 $410K 0.10% -9K -66.9% $97.36
60 MU MICRON TECHNOLOGY INC Technology 1,196.0 $404K 0.10% -187.0 -13.5% $337.74 +165.3%
Page 3 of 5  ·  97 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%