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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 8 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AFL AFLAC INC Financial Services 4,243.0 $468K 0.12% NEW $110.27 +4.2%
142 ESUM STRATEGY SHS 17,216.0 $464K 0.12% NEW $26.93 +9.1%
143 BP BP PLC Energy 13,210.0 $459K 0.12% NEW $34.73 +19.2%
144 CALF PACER FDS TR 10,213.0 $453K 0.12% NEW $44.37 +10.9%
145 VTI VANGUARD INDEX FDS 1,351.0 $453K 0.12% NEW $335.17 +10.1%
146 DAPR FIRST TR EXCHNG TRADED FD VI 11,403.0 $449K 0.12% NEW $39.35 +3.6%
147 CIBR FIRST TR EXCHANGE TRADED FD 6,255.0 $447K 0.12% NEW $71.45 +15.1%
148 FANG DIAMONDBACK ENERGY INC Energy 2,931.0 $441K 0.11% NEW $150.33 +29.0%
149 QDPL PACER FDS TR 10,333.0 $439K 0.11% NEW $42.48 +7.7%
150 CAIE CALAMOS ETF TR 16,212.0 $434K 0.11% NEW $26.74 +3.3%
151 PH PARKER-HANNIFIN CORP Industrials 490.0 $431K 0.11% NEW $878.98 -2.7%
152 COP CONOCOPHILLIPS Energy 4,593.0 $430K 0.11% NEW $93.60 +24.1%
153 PFE PFIZER INC Healthcare 17,093.0 $426K 0.11% NEW $24.90 +5.4%
154 DVY ISHARES TR 3,000.0 $423K 0.11% NEW $141.14 +10.3%
155 PWR QUANTA SVCS INC Industrials 997.0 $421K 0.11% NEW $422.06 +74.6%
156 FMB FIRST TR EXCH TRADED FD III 8,221.0 $420K 0.11% NEW $51.14 -0.4%
157 HON HONEYWELL INTL INC Industrials 2,154.0 $420K 0.11% NEW $195.12 +19.2%
158 VUG VANGUARD INDEX FDS 856.0 $418K 0.11% NEW $487.85 -82.0%
159 GOOG ALPHABET INC Communication Services 1,323.0 $415K 0.11% NEW $313.72 +23.5%
160 HDV ISHARES TR 3,372.0 $410K 0.11% NEW $121.62 -77.3%
Page 8 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%