TrueWealth Financial Partners - Portfolio overview

TrueWealth Financial Partners has 66 reported holdings in this dataset, with the latest filing dated 2026-05-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 18.90%
2. VBR - VANGUARD INDEX FDS, 8.20%
3. VEA - VANGUARD TAX-MANAGED FDS, 7.32%

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

Explore securities or join Upside Invest to compare portfolios.