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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 11 of 12  ·  233 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MPC MARATHON PETE CORP Energy 1,157.0 $283K 0.07% -122.0 -9.5% $244.26 +1.6%
202 NEAR ISHARES U S ETF TR 5,453.0 $277K 0.07% $50.83 -0.2%
203 FIXD FIRST TR EXCHNG TRADED FD VI 6,348.0 $277K 0.07% -293.0 -4.4% $43.59 -0.2%
204 KR KROGER CO Consumer Defensive 3,744.0 $271K 0.07% -9K -70.2% $72.35 -10.8%
205 CSL CARLISLE COS INC Industrials 800.0 $267K 0.07% $333.62 +2.3%
206 PRU PRUDENTIAL FINL INC Financial Services 2,602.0 $254K 0.06% +59.0 +2.3% $97.70 +5.0%
207 AMD ADVANCED MICRO DEVICES INC Technology 1,232.0 $251K 0.06% -17.0 -1.4% $203.43 +147.7%
208 SPGI S&P GLOBAL INC Financial Services 589.0 $250K 0.06% -847.0 -59.0% $425.07 -3.0%
209 PGR PROGRESSIVE CORP Financial Services 1,259.0 $249K 0.06% -2K -65.6% $198.17 +0.3%
210 PEP PEPSICO INC Consumer Defensive 1,586.0 $246K 0.06% +170.0 +12.0% $155.32 -6.2%
211 CLX CLOROX CO DEL Consumer Defensive 2,358.0 $244K 0.06% $103.61 -7.1%
212 HBAN HUNTINGTON BANCSHARES INC Financial Services 15,535.0 $243K 0.06% NEW $15.65 +2.6%
213 CGGR CAPITAL GROUP GROWTH ETF 5,872.0 $236K 0.06% -340.0 -5.5% $40.19 +16.6%
214 DYNF BLACKROCK ETF TRUST 4,022.0 $234K 0.06% -903.0 -18.3% $58.18 +15.5%
215 EMR EMERSON ELEC CO Industrials 1,785.0 $234K 0.06% -182.0 -9.2% $131.04 +7.6%
216 IEMG ISHARES INC 3,339.0 $233K 0.06% -341.0 -9.3% $69.75 +19.9%
217 EFX EQUIFAX INC Industrials 1,289.0 $232K 0.06% $180.10 -9.6%
218 REGN REGENERON PHARMACEUTICALS Healthcare 300.0 $232K 0.06% $772.64 -17.9%
219 VOOV VANGUARD ADMIRAL FDS INC 1,133.0 $231K 0.06% $203.72 +8.0%
220 GOVT ISHARES TR 10,017.0 $229K 0.06% NEW $22.91 -0.9%
Page 11 of 12  ·  233 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%