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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 9 of 12  ·  233 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CIBR FIRST TR EXCHANGE-TRADED FD 6,361.0 $399K 0.10% +106.0 +1.7% $62.68 +34.8%
162 CCJ CAMECO CORP Energy 3,661.0 $398K 0.10% -5K -58.6% $108.61 -0.4%
163 LMT LOCKHEED MARTIN CORP Industrials 656.0 $396K 0.10% -47.0 -6.7% $603.97 -11.9%
164 QXO QXO INC Industrials 20,343.0 $395K 0.10% NEW $19.42 -10.9%
165 BP BP PLC Energy 8,310.0 $391K 0.10% -5K -37.1% $47.00 -11.7%
166 PFE PFIZER INC Healthcare 13,851.0 $389K 0.10% -3K -19.0% $28.08 -7.9%
167 SHY ISHARES TR 4,686.0 $387K 0.10% $82.56 -0.4%
168 MCD MCDONALDS CORP Consumer Cyclical 1,240.0 $385K 0.10% -13.0 -1.0% $310.72 -10.1%
169 ESUM STRATEGY SHS 14,716.0 $385K 0.10% -2K -14.5% $26.18 +12.9%
170 CALF PACER FDS TR 8,521.0 $382K 0.10% -2K -16.6% $44.87 +9.0%
171 MO ALTRIA GROUP INC Consumer Defensive 5,759.0 $380K 0.10% $65.99 +9.8%
172 RTX RTX CORPORATION Industrials 1,954.0 $377K 0.10% $192.92 -7.6%
173 QDPL PACER FDS TR 9,388.0 $377K 0.10% -945.0 -9.2% $40.14 +14.5%
174 IYF ISHARES TR 3,155.0 $371K 0.09% $117.66 +5.1%
175 SLB SLB LIMITED Energy 7,126.0 $366K 0.09% +2K +29.7% $51.39 +12.8%
176 VGT VANGUARD WORLD FD 524.0 $366K 0.09% $697.72 -83.0%
177 IJS ISHARES TR 3,060.0 $362K 0.09% $118.45 +10.9%
178 CGSM CAPITAL GRP FIXED INCM ETF T 13,660.0 $359K 0.09% -984.0 -6.7% $26.28 +0.1%
179 VB VANGUARD INDEX FDS 1,369.0 $359K 0.09% $261.98 +11.8%
180 VUG VANGUARD INDEX FDS 817.0 $357K 0.09% -39.0 -4.6% $436.84 -79.8%
Page 9 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%