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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 2 of 12  ·  233 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COWZ PACER FDS TR 53,440.0 $3.3M 0.84% +2K +3.1% $62.56 +2.5%
22 RDVY FIRST TR EXCHANGE TRADED FD 47,202.0 $3.2M 0.81% +9K +22.2% $68.28 +11.9%
23 HEICO CORP NEW 15,232.0 $3.2M 0.81% $211.09
24 AAPL APPLE INC Technology 11,421.0 $2.9M 0.73% +144.0 +1.3% $253.79 +21.5%
25 JEPI J P MORGAN EXCHANGE TRADED F 47,724.0 $2.7M 0.68% $56.68 -0.8%
26 WMT WALMART INC Consumer Defensive 21,261.0 $2.6M 0.67% +309.0 +1.5% $124.28 -3.2%
27 IBD NORTHERN LTS FD TR IV 110,273.0 $2.6M 0.66% +18K +19.6% $23.86 -0.4%
28 JEPQ J P MORGAN EXCHANGE TRADED F 43,559.0 $2.4M 0.61% -912.0 -2.0% $55.52 +9.1%
29 XOM EXXON MOBIL CORP Energy 13,135.0 $2.2M 0.56% -317.0 -2.4% $169.66 -8.7%
30 CVX CHEVRON CORPORATION Energy 10,693.0 $2.2M 0.56% -210.0 -1.9% $206.90 -10.7%
31 AMZN AMAZON COM INC Consumer Cyclical 10,137.0 $2.1M 0.53% +540.0 +5.6% $208.27 +27.4%
32 VIG VANGUARD SPECIALIZED FUNDS 9,771.0 $2.1M 0.53% $215.06 +8.5%
33 SPYM SPDR SERIES TRUST 25,930.0 $2.0M 0.50% -690.0 -2.6% $76.54 +15.4%
34 MSFT MICROSOFT CORP Technology 5,358.0 $2.0M 0.50% +139.0 +2.7% $370.19 +12.4%
35 T AT&T INC Communication Services 67,951.0 $2.0M 0.50% +2K +2.8% $28.99 -13.7%
36 GL GLOBE LIFE INC Financial Services 11,927.0 $1.7M 0.42% +316.0 +2.7% $139.17 +12.6%
37 TSLA TESLA INC Consumer Cyclical 4,420.0 $1.6M 0.41% +265.0 +6.4% $371.75 +16.6%
38 BUFR FIRST TR EXCHNG TRADED FD VI 48,188.0 $1.6M 0.41% $33.77 +7.7%
39 SPAB SPDR SERIES TRUST 62,898.0 $1.6M 0.41% -7K -10.2% $25.62 -0.7%
40 DBEM DBX ETF TR 46,713.0 $1.6M 0.40% -4K -7.5% $34.13 +18.2%
Page 2 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%