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 51–100 of 241
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 43K | $1M+ | SH |
| OSCV | ETF SER SOLUTIONS | 38K | $1M+ | SH |
| IVE | ISHARES TR | 7K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 4K | $1M+ | SH |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 49K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 4K | $1M+ | SH |
| SCHP | SCHWAB STRATEGIC TR | 48K | $1M+ | SH |
| WMB | WILLIAMS COS INC | 21K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 30K | $1M+ | SH |
| LLY | ELI LILLY & CO | 1K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 43K | $1M+ | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 42K | $1M+ | SH |
| RF | REGIONS FINANCIAL CORP NEW | 42K | $1M+ | SH |
| FPE | FIRST TR EXCH TRADED FD III | 62K | $1M+ | SH |
| AU | ANGLOGOLD ASHANTI PLC | 13K | $1M+ | SH |
| NGS | NATURAL GAS SVCS GROUP INC | 31K | $1M+ | SH |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 46K | $1M+ | SH |
| CWS | ADVISORSHARES TR | 15K | $1M+ | SH |
| ROP | ROPER TECHNOLOGIES INC | 2K | $1M+ | SH |
| ORCL | ORACLE CORP | 5K | $500K+ | SH |
| GOOGL | ALPHABET INC | 3K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $500K+ | SH |
| COWG | PACER FDS TR | 27K | $500K+ | SH |
| FLMI | FRANKLIN TEMPLETON ETF TR | 38K | $500K+ | SH |
| SPG | SIMON PPTY GROUP INC NEW | 5K | $500K+ | SH |
| IVV | ISHARES TR | 1K | $500K+ | SH |
| TDIV | FIRST TR EXCHANGE TRADED FD | 10K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| LOW | LOWES COS INC | 4K | $500K+ | SH |
| AIRR | FIRST TR EXCHANGE TRADED FD | 9K | $500K+ | SH |
| MGC | VANGUARD WORLD FD | 4K | $500K+ | SH |
| TPSC | TIMOTHY PLAN | 21K | $500K+ | SH |
| GE | GE AEROSPACE | 3K | $500K+ | SH |
| FSLR | FIRST SOLAR INC | 3K | $500K+ | SH |
| JBND | J P MORGAN EXCHANGE TRADED F | 16K | $500K+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 7K | $500K+ | SH |
| PGR | PROGRESSIVE CORP | 4K | $500K+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 3K | $500K+ | SH |
| CCJ | CAMECO CORP | 9K | $500K+ | SH |
| CRS | CARPENTER TECHNOLOGY CORP | 3K | $500K+ | SH |
| OAIM | UNIFIED SER TR | 19K | $500K+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 30K | $500K+ | SH |
| CLS | CELESTICA INC | 3K | $500K+ | SH |
| KR | KROGER CO | 13K | $500K+ | SH |
| SDVD | FIRST TR EXCH TRADED FD III | 36K | $500K+ | SH |
| XLE | SELECT SECTOR SPDR TR | 17K | $500K+ | SH |
| C | CITIGROUP INC | 6K | $500K+ | SH |
| MDIV | FIRST TR EXCHANGE TRADED FD | 48K | $500K+ | SH |
| SPGI | S&P GLOBAL INC | 1K | $500K+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 12K | $500K+ | SH |