13F Insight
DOSSIER · 13F-HR · Q3 2026

TrueWealth Advisors, LLC

$445M in tracked AUM across 240 positions as of Q3 2026.

TA
CIK 0001817714 · last filed Sep 30, 2026
Total AUM
$445M
as of Q3 2026
Holdings
240
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

TrueWealth Advisors, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
GRNY
TIDAL TRUST I
$40M1.4M9.0%02
CGMS
CAPITAL GRP FIXED INCM ETF T
$22M832K4.9%03
DBEF
DBX ETF TR
$20M355K4.4%04
FBND
FIDELITY MERRIMACK STR TR
$19M428K4.2%05
SPY
STATE STR SPDR S&P 500 ETF T
$14M19K3.2%06
SPYV
SPDR SERIES TRUST
$14M227K3.1%07
SPYM
SPDR SERIES TRUST
$14M153K3.1%08
DRSK
ETF SER SOLUTIONS
$13M487K3.0%09
SDVY
FIRST TR EXCHANGE TRADED FD
$12M288K2.6%10
GRNJ
TIDAL TRUST III
$11M382K2.5%

Filing history

2026Q3Sep 30
$445M▲ 0.4%
240 positionsView →2026Q2Jun 30
$444M▲ 11.6%
235 positionsView →2026Q1Mar 31
$398M▲ 2.9%
233 positionsView →2025Q4Dec 31
$386M▲ 71.7%
241 positionsView →2025Q3Sep 30
$225M▼ 33.4%
120 positionsLocked2025Q2Jun 30
$338M▲ 11.0%
217 positionsLocked2025Q1Mar 31
$304M▲ 1.6%
208 positionsLocked2024Q4Dec 31
$300M▲ 0.1%
222 positionsLocked2024Q3Sep 30
$299M▲ 10.7%
224 positionsLocked2024Q2Jun 30
$270M▲ 4.4%
218 positionsLocked2024Q1Mar 31
$259M▲ 0.4%
208 positionsLocked2023Q4Dec 31
$258M▲ 8.8%
197 positionsLocked
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