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TrueWealth Advisors, LLC

All holdings · as of Dec 31, 2025

241 positions

CompanyClassValueShares% of portfolio
SCHWAB STRATEGIC TR$1.42M43,3840.4%
ETF SER SOLUTIONS$1.41M38,0190.4%
ISHARES TR$1.39M6,5390.4%
JPMORGAN CHASE & CO$1.29M4,0150.3%
First Trust Exchange-Traded Fund IV$1.29M49,0430.3%
INTERNATIONAL BUSINESS MACHINES CORP$1.28M4,3320.3%
SCHWAB STRATEGIC TR$1.28M48,3700.3%
Williams Cos Inc/The$1.24M20,7110.3%
VERIZON COMMUNICATIONS INC$1.22M29,9350.3%
ELI LILLY & Co$1.22M1,1320.3%
KINDER MORGAN, INC.$1.19M43,1400.3%
CAPITAL GRP FIXED INCM ETF T$1.15M42,0980.3%
Regions Financial Corp$1.14M41,9000.3%
FIRST TR EXCH TRADED FD III$1.12M61,5440.3%
ANGLOGOLD ASHANTI PLC$1.08M12,7100.3%
NATURAL GAS SERVICES GROUP INC$1.04M30,8690.3%
CAPITAL GRP FIXED INCM ETF T$1.03M45,7040.3%
ADVISORSHARES TR$1.02M14,7950.3%
ROPER TECHNOLOGIES INC$1.01M2,2770.3%
ORACLE CORP$990.7K5,0830.3%
Alphabet Inc.$987.9K3,1560.3%
Warren E. Buffett$980.7K1,9510.3%
PACER FDS TR$946.4K26,8790.2%
FRANKLIN TEMPLETON ETF TR$937.3K37,6870.2%
Simon Property Group Inc$936.7K5,0600.2%
ISHARES TR$935.8K1,3660.2%
FIRST TR EXCHANGE TRADED FD$933.5K9,6400.2%
Meta Platforms Inc$932.2K1,4120.2%
LOWES COMPANIES INC$925.1K3,8360.2%
FIRST TR EXCHANGE TRADED FD$919.6K9,3530.2%
VANGUARD WORLD FD$903.7K3,5980.2%
TIMOTHY PLAN$873.7K21,0780.2%
GENERAL ELECTRIC CO$872.3K2,8320.2%
First Solar Inc$859.7K3,2910.2%
J P MORGAN EXCHANGE TRADED F$851.8K15,7540.2%
Johnson Controls International plc$845.1K7,0570.2%
PROGRESSIVE CORP/OH$833.1K3,6590.2%
Seagate Technology Holdings PLC$828.1K3,0070.2%
CAMECO CORP$809.6K8,8490.2%
CARPENTER TECHNOLOGY CORP$808.8K2,5690.2%
UNIFIED SER TR$795.6K19,2220.2%
SCHWAB STRATEGIC TR$795.4K29,5570.2%
CELESTICA INCCLSCommon Stock$790.8K2,6750.2%
KROGER CO$786.2K12,5840.2%
FIRST TR EXCH TRADED FD III$777.9K36,2470.2%
SELECT SECTOR SPDR TR$755.2K16,8910.2%
CITIGROUP INC$755.1K6,4710.2%
FIRST TR EXCHANGE TRADED FD$754.6K48,0010.2%
S&P Global Inc.$750.6K1,4360.2%
VANGUARD TAX-MANAGED FDS$749.4K11,9950.2%
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