CIK 1817714

TrueWealth Advisors, LLC

Institutional 13F holdings & portfolio

Holdings

241

Portfolio Value

$1M+

Latest Report

Dec 31, 2025

Report Periods

Holdings

13F filings as of Dec 31, 2025 · Showing 201–241 of 241

Ticker	Company	Shares	Value	Type
NEAR	ISHARES U S ETF TR	5K	$100K–$500K	SH
CGGR	CAPITAL GROUP GROWTH ETF	6K	$100K–$500K	SH
AMD	ADVANCED MICRO DEVICES INC	1K	$100K–$500K	SH
FENI	FIDELITY COVINGTON TRUST	7K	$100K–$500K	SH
EMR	EMERSON ELEC CO	2K	$100K–$500K	SH
DKNG	DRAFTKINGS INC NEW	8K	$100K–$500K	SH
GILD	GILEAD SCIENCES INC	2K	$100K–$500K	SH
CSL	CARLISLE COS INC	800	$100K–$500K	SH
UNH	UNITEDHEALTH GROUP INC	761	$100K–$500K	SH
IEMG	ISHARES INC	4K	$100K–$500K	SH
VCR	VANGUARD WORLD FD	619	$100K–$500K	SH
MIDD	MIDDLEBY CORP	2K	$100K–$500K	SH
MTB	M & T BK CORP	1K	$100K–$500K	SH
CLX	CLOROX CO DEL	2K	$100K–$500K	SH
FISV	FISERV INC	4K	$100K–$500K	SH
VOOV	VANGUARD ADMIRAL FDS INC	1K	$100K–$500K	SH
REGN	REGENERON PHARMACEUTICALS	300	$100K–$500K	SH
BIV	VANGUARD BD INDEX FDS	3K	$100K–$500K	SH
MBB	ISHARES TR	2K	$100K–$500K	SH
HD	HOME DEPOT INC	660	$100K–$500K	SH
MRK	MERCK & CO INC	2K	$100K–$500K	SH
BLV	VANGUARD BD INDEX FDS	3K	$100K–$500K	SH
FAPR	FIRST TR EXCHNG TRADED FD VI	5K	$100K–$500K	SH
FTSM	FIRST TR EXCHANGE-TRADED FD	4K	$100K–$500K	SH
EFV	ISHARES TR	3K	$100K–$500K	SH
J	JACOBS SOLUTIONS INC	2K	$100K–$500K	SH
MTUM	ISHARES TR	873	$100K–$500K	SH
LUV	SOUTHWEST AIRLS CO	5K	$100K–$500K	SH
GBTC	GRAYSCALE BITCOIN TRUST ETF	3K	$100K–$500K	SH
SEIC	SEI INVTS CO	3K	$100K–$500K	SH
OEF	ISHARES TR	629	$100K–$500K	SH
AXP	AMERICAN EXPRESS CO	571	$100K–$500K	SH
SLB	SLB LIMITED	5K	$100K–$500K	SH
PAAA	PGIM ETF TR	4K	$100K–$500K	SH
MPC	MARATHON PETE CORP	1K	$100K–$500K	SH
GRNJ	TIDAL TRUST III	8K	$100K–$500K	SH
V	VISA INC	583	$100K–$500K	SH
PEP	PEPSICO INC	1K	$100K–$500K	SH
CGIE	CAPITAL GROUP INTERNATIONAL	6K	$100K–$500K	SH
ET	ENERGY TRANSFER L P	12K	$100K–$500K	SH
MODG	TOPGOLF CALLAWAY BRANDS CORP	14K	$100K–$500K	SH