CIK 1817714
TrueWealth Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
241
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 241
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GRNY | TIDAL TRUST I | 1.3M | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 34K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 449K | $1M+ | SH |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 645K | $1M+ | SH |
| DBEF | DBX ETF TR | 344K | $1M+ | SH |
| DRSK | ETF SER SOLUTIONS | 427K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 18K | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 273K | $1M+ | SH |
| ACIO | ETF SER SOLUTIONS | 224K | $1M+ | SH |
| FRDM | EA SERIES TRUST | 141K | $1M+ | SH |
| IGRO | ISHARES TR | 85K | $1M+ | SH |
| UCON | FIRST TR EXCHNG TRADED FD VI | 241K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 104K | $1M+ | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 49K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 172K | $1M+ | SH |
| SFBS | SERVISFIRST BANCSHARES INC | 65K | $1M+ | SH |
| FTSL | FIRST TR EXCHANGE-TRADED FD | 97K | $1M+ | SH |
| FMDE | FIDELITY COVINGTON TRUST | 112K | $1M+ | SH |
| OALC | UNIFIED SER TR | 115K | $1M+ | SH |
| SJNK | SPDR SERIES TRUST | 158K | $1M+ | SH |
| HEI.A | HEICO CORP NEW | 15K | $1M+ | SH |
| SO | SOUTHERN CO | 44K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 8K | $1M+ | SH |
| IIPR | INNOVATIVE INDL PPTYS INC | 71K | $1M+ | SH |
| COWZ | PACER FDS TR | 52K | $1M+ | SH |
| AAPL | APPLE INC | 11K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 47K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 48K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 39K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 44K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 5K | $1M+ | SH |
| WMT | WALMART INC | 21K | $1M+ | SH |
| IBD | NORTHERN LTS FD TR IV | 92K | $1M+ | SH |
| KNG | FIRST TR EXCHANGE-TRADED FD | 45K | $1M+ | SH |
| AMZN | AMAZON COM INC | 10K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 10K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 27K | $1M+ | SH |
| TSLA | TESLA INC | 4K | $1M+ | SH |
| TPLC | TIMOTHY PLAN | 40K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 7K | $1M+ | SH |
| SPAB | SPDR SERIES TRUST | 70K | $1M+ | SH |
| SPIB | SPDR SERIES TRUST | 53K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 9K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 11K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 48K | $1M+ | SH |
| T | AT&T INC | 66K | $1M+ | SH |
| GL | GLOBE LIFE INC | 12K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 13K | $1M+ | SH |
| DBEM | DBX ETF TR | 50K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 5K | $1M+ | SH |