13F Insight
DOSSIER · 13F-HR · Q2 2026

TrueWealth Financial Partners

$242M in tracked AUM across 28 positions as of Q2 2026.

TF
CIK 0001908108 · last filed Jun 30, 2026
Total AUM
$242M
as of Q2 2026
Holdings
28
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

TrueWealth Financial Partners filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$55M80K22.6%02
VBR
VANGUARD INDEX FDS
$23M96K9.6%03
VEA
VANGUARD TAX-MANAGED FDS
$21M291K8.6%04
VWO
VANGUARD INTL EQUITY INDEX F
$16M268K6.6%05
VGSH
VANGUARD SCOTTSDALE FDS
$16M274K6.6%06
BND
VANGUARD BD INDEX FDS
$15M201K6.1%07
MSFT
MICROSOFT CORP
$13M34K5.3%08
VDE
VANGUARD WORLD FD
$13M85K5.3%09
VNQ
VANGUARD INDEX FDS
$11M116K4.6%10
VHT
VANGUARD WORLD FD
$11M37K4.6%

Filing history

2026Q2Jun 30
$242M▼ 3.5%
28 positionsView →2026Q1Mar 31
$251M▲ 107.2%
66 positionsView →2025Q4Dec 31
$121M▼ 38.2%
50 positionsView →2025Q3Sep 30
$196M▲ 8.1%
25 positionsView →2025Q2Jun 30
$181M▲ 9.5%
26 positionsLocked2025Q1Mar 31
$166M▲ 2.7%
23 positionsLocked2024Q4Dec 31
$161M▼ 3.0%
19 positionsLocked2024Q3Sep 30
$166M▲ 7.2%
18 positionsLocked2024Q2Jun 30
$155M▲ 8.7%
18 positionsLocked2024Q1Mar 31
$143M▲ 8.3%
18 positionsLocked2023Q4Dec 31
$132M▲ 8.3%
16 positionsLocked2023Q3Sep 30
$122M▲ 0.6%
15 positionsLocked
Showing 12 of 19