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CIK: 0001908108
Total reported value
$242.0M
$242.0M
66 檔
48.3%
As reported in its official Q1 2026 Form 13F filing, TrueWealth Financial Partners's tracked investment portfolio stood at $242.0M with 66 total positions.
In Q1 2026, TrueWealth Financial Partners displayed an active expansion posture, initiating 61 new positions and adding to 4 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 18.90% | +3.69% | — | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 8.20% | +1.42% | — | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.32% | +1.25% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 6.10% | -0.81% | +9027.15% | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 6.10% | +0.49% | — | |
| 6 | VDE | Vanguard Energy ETF | ETF-Other | 5.86% | -0.59% | — | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.73% | +0.87% | — | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 5.61% | +0.49% | — | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.06% | +0.57% | — | |
| 10 | VHT | Vanguard Health Care ETF | ETF-Other | 3.98% | +0.62% | — | |
| 11 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 3.86% | +0.25% | — | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.85% | +0.61% | — | |
| 13 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.22% | +0.10% | — | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.09% | -1.58% | — | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.60% | +0.25% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.53% | -1.31% | — | |
| 17 | VAW | Vanguard Materials ETF | ETF-Other | 1.04% | +0.05% | — | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.87% | -0.11% | +992.00% | |
| 19 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.81% | +0.03% | — | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.79% | +0.15% | — | |
| 21 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.53% | -0.02% | — | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | -0.07% | — | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.42% | -0.42% | EXIT | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.36% | -0.36% | EXIT | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.33% | -0.33% | EXIT | |
| 26 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.33% | -0.02% | — | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.32% | -0.32% | EXIT | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.30% | -0.30% | EXIT | |
| 29 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.29% | -0.29% | EXIT | |
| 30 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.29% | -0.29% | EXIT | |
| 31 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.28% | +0.05% | — | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.26% | -0.26% | EXIT | |
| 33 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.24% | -0.07% | — | |
| 34 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.23% | -0.23% | EXIT | |
| 35 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.23% | -0.23% | EXIT | |
| 36 | INTU | Intuit Inc | Stock-Tech | 0.19% | -0.19% | EXIT | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.18% | -0.18% | EXIT | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | -0.17% | EXIT | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.16% | -0.16% | EXIT | |
| 40 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.16% | -0.16% | EXIT | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.15% | -0.15% | EXIT | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.14% | -0.14% | EXIT | |
| 43 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.14% | -0.14% | EXIT | |
| 44 | BA | Boeing Co/the | Stock-Industrials | 0.13% | -0.13% | EXIT | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.13% | -0.13% | EXIT | |
| 46 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.13% | -0.13% | EXIT | |
| 47 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.13% | -0.01% | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.13% | -0.13% | EXIT | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.12% | -0.12% | EXIT | |
| 50 | ASML | ASML Holding N.V. | Stock-Tech | 0.12% | -0.12% | EXIT |
According to official SEC Form 13F filings, TrueWealth Financial Partners reported a total U.S. public equity portfolio value of $242.0M across 66 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VBR, VEA) accounted for 48.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
VOO
市值: $47.4M
Top Position Liquidated / Trimmed
SPIB
前期市值: $12.9M
During Q1 2026, TrueWealth Financial Partners's top holdings by market value included VOO (18.9%)、VBR (8.2%)、VEA (7.3%). The largest single position, VOO, represented 18.9% of total portfolio value.
In Q1 2026, TrueWealth Financial Partners made 111 total portfolio adjustments, initiating 61 new buys, adding to 4 positions, trimming 1 holdings, and fully liquidating 45 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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