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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 10 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LMT LOCKHEED MARTIN CORP Industrials 703.0 $340K 0.09% NEW $483.60 +10.1%
182 SPLV INVESCO EXCH TRADED FD TR II 4,731.0 $338K 0.09% NEW $71.42 +3.4%
183 PFF ISHARES TR 10,826.0 $335K 0.09% NEW $30.96 +1.1%
184 MO ALTRIA GROUP INC Consumer Defensive 5,760.0 $332K 0.09% NEW $57.66 +25.7%
185 GRID FIRST TR EXCHANGE TRADED FD 2,159.0 $330K 0.09% NEW $153.05 +26.5%
186 SCHW SCHWAB CHARLES CORP Financial Services 3,307.0 $330K 0.09% NEW $99.91 -13.9%
187 GALAXY DIGITAL INC. 14,119.0 $316K 0.08% NEW $22.36
188 IJH ISHARES TR 4,705.0 $311K 0.08% NEW $66.00 +12.7%
189 DE DEERE & CO Industrials 663.0 $309K 0.08% NEW $465.74 +13.0%
190 PLTR PALANTIR TECHNOLOGIES INC Technology 1,721.0 $306K 0.08% NEW $177.75 -25.1%
191 DYNF BLACKROCK ETF TRUST 4,925.0 $299K 0.08% NEW $60.81 +10.0%
192 FENY FIDELITY COVINGTON TRUST 12,086.0 $299K 0.08% NEW $24.77 +28.9%
193 XLI SELECT SECTOR SPDR TR 1,923.0 $298K 0.08% NEW $155.10 +12.3%
194 LIN LINDE PLC Basic Materials 694.0 $296K 0.08% NEW $426.35 +20.2%
195 APP APPLOVIN CORP Technology 438.0 $295K 0.08% NEW $673.82 -14.6%
196 FIXD FIRST TR EXCHNG TRADED FD VI 6,641.0 $294K 0.08% NEW $44.32 -1.8%
197 LMBS FIRST TR EXCHANGE-TRADED FD 5,797.0 $290K 0.07% NEW $49.99 -0.5%
198 PRU PRUDENTIAL FINL INC Financial Services 2,543.0 $287K 0.07% NEW $112.90 -9.7%
199 EFX EQUIFAX INC Industrials 1,289.0 $280K 0.07% NEW $217.01 -24.9%
200 GEV GE VERNOVA INC Utilities 427.0 $279K 0.07% NEW $653.65 +59.7%
Page 10 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%