TrueWealth Advisors, LLC - Portfolio overview

TrueWealth Advisors, LLC has 255 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. GRNY - TIDAL TRUST I, 8.27%
2. FBND - FIDELITY MERRIMACK STR TR, 6.76%
3. SPY - STATE STR SPDR S&P 500 ETF T, 5.52%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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