Notify me when TrueWealth Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 241 | $386,163,625 | +$40,533,815 | -$24,773,102 | +$15,760,713 | GRNY, SPY, FBND, CGMS, DBEF | 13F-HR | 07 Jan 2026, 08:59 |
| Q3 2025 | 222 | $369,655,390 | +$32,535,231 | -$18,733,362 | +$13,801,869 | GRNY, SPY, CGMS, DBEF, ACIO | 13F-HR | 15 Oct 2025, 17:28 |
| Q2 2025 | 217 | $337,898,267 | +$21,815,720 | -$8,956,880 | +$12,858,840 | GRNY, SPY, CGMS, ACIO, DRSK | 13F-HR | 03 Jul 2025, 13:19 |
| Q1 2025 | 208 | $304,486,612 | +$36,577,351 | -$27,176,419 | +$9,400,932 | SPY, CGMS, GRNY, ACIO, DRSK | 13F-HR | 10 Apr 2025, 12:05 |
| Q4 2024 | 222 | $299,610,909 | +$36,144,381 | -$25,389,111 | +$10,755,270 | SPY, CGMS, ACIO, QQQ, SDVY | 13F-HR | 15 Jan 2025, 11:47 |
| Q3 2024 | 224 | $299,321,699 | +$34,731,192 | -$21,518,060 | +$13,213,132 | SPY, ACIO, CGMS, SDVY, QQQ | 13F-HR | 29 Oct 2024, 14:36 |
| Q2 2024 | 218 | $270,280,356 | +$26,726,806 | -$17,551,375 | +$9,175,431 | SPY, ACIO, CGMS, SDVY, SPAB | 13F-HR | 24 Jul 2024, 14:41 |
| Q1 2024 | 208 | $258,984,533 | +$20,812,154 | -$33,200,162 | -$12,388,008 | SPY, ACIO, CGMS, DBEF, SPAB | 13F-HR | 23 Apr 2024, 09:51 |
| Q4 2023 | 197 | $257,903,768 | +$15,866,557 | -$14,959,994 | +$906,563 | SPY, SPAB, ACIO, CGMS, SDVY | 13F-HR | 08 Feb 2024, 09:23 |
| Q3 2023 | 196 | $237,002,355 | +$28,993,332 | -$28,843,413 | +$149,919 | SPY, SPAB, ACIO, CGMS, SCHD | 13F-HR | 07 Nov 2023, 10:47 |
| Q2 2023 | 186 | $243,629,061 | +$36,997,471 | -$35,524,308 | +$1,473,163 | SPY, JUCY, SPAB, SCHD, ACIO | 13F-HR | 31 Jul 2023, 10:57 |
| Q1 2023 | 183 | $238,379,684 | +$61,442,180 | -$54,865,194 | +$6,576,986 | SPY, JUCY, SPHD, DRSK, SCHD | 13F-HR | 19 Apr 2023, 09:10 |
| Q4 2022 | 181 | $228,621,296 | +$23,747,229 | -$17,854,013 | +$5,893,216 | SPHD, SPY, FTSL, FTSM, DIA | 13F-HR | 23 Jan 2023, 13:02 |
| Q3 2022 | 162 | $211,083,000 | +$28,407,204 | -$21,106,517 | +$7,300,687 | FTSL, SPHD, FTSM, SPY, DBEF | 13F-HR | 21 Oct 2022, 08:58 |
| Q2 2022 | 170 | $215,041,000 | +$60,885,191 | -$38,192,736 | +$22,692,455 | FTSL, SPHD, DIA, DBEF, SFBS | 13F-HR | 27 Jul 2022, 10:39 |
| Q1 2022 | 178 | $209,773,000 | $0 | $0 | $0 | VO, SPY, SFBS, DIA, SPHD | Restatement | 05 May 2022, 08:35 |
| Q4 2021 | 178 | $222,775,000 | +$40,338,080 | -$5,476,143 | +$34,861,937 | VO, SPY, SFBS, DIA, SPHD | 13F-HR | 02 Feb 2022, 10:57 |
| Q3 2021 | 139 | $177,767,000 | +$21,133,669 | -$13,985,572 | +$7,148,097 | SPAB, SPY, SJNK, SPHD, DIA | 13F-HR | 25 Oct 2021, 13:38 |
| Q2 2021 | 131 | $171,326,000 | +$28,698,971 | -$15,274,533 | +$13,424,438 | SPAB, SJNK, SPHD, SPY, VCSH | 13F-HR | 23 Jul 2021, 10:16 |
| Q1 2021 | 125 | $153,952,000 | +$59,987,095 | -$28,560,275 | +$31,426,820 | SPAB, SPY, SJNK, VCSH, SPHD | 13F-HR | 22 Apr 2021, 09:09 |
| Q4 2020 | 83 | $116,360,000 | $0 | $0 | $0 | SPAB, VCSH, SPLV, SCHG, SPHD | 13F-HR | 25 Jan 2021, 12:19 |