Institutions / TrueWealth Financial Partners
TrueWealth Financial Partners
CIK 1908108 · Institution · as of Dec 31, 2025
Portfolio value
$121.09M
Positions
50
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 50 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $12.87M | 10.6% |
| First Tr Exch Traded Fd III | $12.72M | 10.5% |
| Dimensional ETF Trust | $8.18M | 6.8% |
| Dimensional ETF Trust | $6.44M | 5.3% |
| SPDR Series Trust | $6.31M | 5.2% |
| Nushares ETF Tr | $5.56M | 4.6% |
| Nushares ETF Tr | $4.47M | 3.7% |
| First Tr Exch Traded Fd III | $4.04M | 3.3% |
| iShares Tr | $3.91M | 3.2% |
| Capital Group Growth ETF | $3.86M | 3.2% |
| iShares Tr | $3.81M | 3.1% |
| Capital Group Dividend Value | $3.57M | 3.0% |
| First Tr Exchange-Traded Fd | $2.94M | 2.4% |
| Capital Group Core Equity Et | $2.88M | 2.4% |
| First Tr Exchange-Traded Fd | $2.54M | 2.1% |
| First Tr Exchange-Traded Fd | $2.44M | 2.0% |
| iShares Tr | $2.42M | 2.0% |
| Capital Group Intl Focus Eqt | $2.24M | 1.9% |
| Capital Grp Fixed Incm ETF T | $2.18M | 1.8% |
| First Tr Exch Traded Fd III | $2.16M | 1.8% |
| SPDR Series Trust | $2.12M | 1.8% |
| iShares Inc | $1.96M | 1.6% |
| First Tr Exchange-Traded Fd | $1.76M | 1.5% |
| iShares Tr | $1.73M | 1.4% |
| First Tr Exchange Traded Fd | $1.69M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.