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 151–200 of 241
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PH | PARKER-HANNIFIN CORP | 490 | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 5K | $100K–$500K | SH |
| PFE | PFIZER INC | 17K | $100K–$500K | SH |
| DVY | ISHARES TR | 3K | $100K–$500K | SH |
| PWR | QUANTA SVCS INC | 997 | $100K–$500K | SH |
| FMB | FIRST TR EXCH TRADED FD III | 8K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 2K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 856 | $100K–$500K | SH |
| GOOG | ALPHABET INC | 1K | $100K–$500K | SH |
| HDV | ISHARES TR | 3K | $100K–$500K | SH |
| IYF | ISHARES TR | 3K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 524 | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 1K | $100K–$500K | SH |
| FSTA | FIDELITY COVINGTON TRUST | 8K | $100K–$500K | SH |
| SHY | ISHARES TR | 5K | $100K–$500K | SH |
| CGSM | CAPITAL GRP FIXED INCM ETF T | 15K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| FTCB | FIRST TR EXCHANGE-TRADED FD | 18K | $100K–$500K | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 8K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 8K | $100K–$500K | SH |
| KO | COCA COLA CO | 5K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 15K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 2K | $100K–$500K | SH |
| ITA | ISHARES TR | 2K | $100K–$500K | SH |
| IWP | ISHARES TR | 3K | $100K–$500K | SH |
| IJS | ISHARES TR | 3K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 703 | $100K–$500K | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 5K | $100K–$500K | SH |
| PFF | ISHARES TR | 11K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 6K | $100K–$500K | SH |
| GRID | FIRST TR EXCHANGE TRADED FD | 2K | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP | 3K | $100K–$500K | SH |
| GLXY | GALAXY DIGITAL INC. | 14K | $100K–$500K | SH |
| IJH | ISHARES TR | 5K | $100K–$500K | SH |
| DE | DEERE & CO | 663 | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| DYNF | BLACKROCK ETF TRUST | 5K | $100K–$500K | SH |
| FENY | FIDELITY COVINGTON TRUST | 12K | $100K–$500K | SH |
| XLI | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| LIN | LINDE PLC | 694 | $100K–$500K | SH |
| APP | APPLOVIN CORP | 438 | $100K–$500K | SH |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 7K | $100K–$500K | SH |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 6K | $100K–$500K | SH |
| PRU | PRUDENTIAL FINL INC | 3K | $100K–$500K | SH |
| EFX | EQUIFAX INC | 1K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 427 | $100K–$500K | SH |