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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 7 of 12  ·  233 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 UTES ETFIS SER TR I 7,773.0 $621K 0.16% +366.0 +4.9% $79.90 +2.2%
122 SMA SMARTSTOP SELF STORAG REIT I Real Estate 20,437.0 $619K 0.16% -300.0 -1.4% $30.28 +2.9%
123 BAC BANK AMERICA CORP Financial Services 12,573.0 $613K 0.15% +3K +25.3% $48.75 +4.3%
124 HII HUNTINGTON INGALLS INDS INC Industrials 1,609.0 $611K 0.15% +158.0 +10.9% $379.91 -16.4%
125 BUNGE GLOBAL SA 4,761.0 $606K 0.15% NEW $127.20
126 PH PARKER-HANNIFIN CORP Industrials 675.0 $604K 0.15% +185.0 +37.8% $895.27 -4.7%
127 AXP AMERICAN EXPRESS CO Financial Services 1,974.0 $597K 0.15% +1K +245.7% $302.43 +4.0%
128 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 30,104.0 $595K 0.15% +5K +17.7% $19.78 -4.1%
129 XMHQ INVESCO EXCHANGE TRADED FD T 5,720.0 $591K 0.15% -44K -88.4% $103.37 +6.1%
130 CSCO CISCO SYS INC Technology 7,330.0 $569K 0.14% +68.0 +0.9% $77.59 +53.9%
131 ABBV ABBVIE INC Healthcare 2,612.0 $568K 0.14% +1K +70.0% $217.46 -1.1%
132 CAT CATERPILLAR INC Industrials 795.0 $563K 0.14% -48.0 -5.7% $708.64 +27.7%
133 IUSB ISHARES TR 11,795.0 $545K 0.14% -519.0 -4.2% $46.19 -0.2%
134 ETN EATON CORP PLC Industrials 1,505.0 $538K 0.14% -134.0 -8.2% $357.67 +13.1%
135 RSP INVESCO EXCHANGE TRADED FD T 2,795.0 $536K 0.14% +254.0 +10.0% $191.91 +8.3%
136 FANG DIAMONDBACK ENERGY INC Energy 2,699.0 $534K 0.13% -232.0 -7.9% $197.77 -2.0%
137 AVGO BROADCOM INC Technology 1,677.0 $519K 0.13% +86.0 +5.4% $309.57 +35.8%
138 PFFD GLOBAL X FDS 27,245.0 $501K 0.13% -3K -8.4% $18.40 +2.9%
139 IVW ISHARES TR 4,374.0 $495K 0.12% +54.0 +1.2% $113.11 +21.9%
140 PG PROCTER & GAMBLE CO Consumer Defensive 3,404.0 $492K 0.12% $144.45 +2.2%
Page 7 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%