TrueWealth Financial Partners

13F Filings History

Latest 13F report: Q4 2024 - Feb 14, 2025
Value $: $161M
Signature - Title: Patrick Severson - CCO
Location: Bellevue, WA
Summary: This page shows a list of all the recent 13F filings made by TrueWealth Financial Partners. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TrueWealth Financial Partners reported 19 stock holdings with total value $161M as of Q4 2024. Top holdings included VBR, VOO, VWO, VO, and VDE.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	19	$161M	+$2.08M	-$216K	+$1.86M	VBR, VOO, VWO, VO, VDE	13F-HR	2/13/2025, 08:04 PM
Q3 2024	18	$166M	+$4.89M	-$4.02M	+$875K	VWO, VBR, VAW, VOO, VEU	13F-HR	11/14/2024, 10:58 AM
Q2 2024	18	$155M	+$14M	-$281K	+$13.7M	VOO, VBR, VDE, VWO, VO	13F-HR	8/9/2024, 07:39 PM
Q1 2024	18	$143M	+$4.32M	-$20.1K	+$4.3M	VBR, VDE, VOO, VAW, VO	13F-HR	5/13/2024, 05:55 PM
Q4 2023	16	$132M	+$1.55M	-$256K	+$1.3M	VBR, VOO, VDE, VAW, VO	13F-HR	2/14/2024, 12:58 PM
Q3 2023	15	$122M	+$5.17M	-$1.47M	+$3.71M	VDE, VBR, VOO, VAW, VWO	13F-HR	11/6/2023, 05:46 PM
Q2 2023	17	$121M	+$2.89M	-$166K	+$2.72M	VDE, VBR, VOO, VAW, VO	13F-HR	7/24/2023, 02:00 PM
Q1 2023	15	$116M	+$10.5M	$0	+$10.5M	VDE, VAW, VBR, VWO, VOO	13F-HR	5/11/2023, 09:07 PM
Q4 2022	14	$103M	+$3.54M	-$579K	+$2.96M	VDE, VBR, VAW, VWO, VO	13F-HR	2/6/2023, 06:25 PM
Q3 2022	13	$92.1M	+$3.55M	-$1.11M	+$2.44M	VDE, VBR, VWO, VO, VAW	13F-HR	11/9/2022, 02:50 PM
Q2 2022	14	$95.4M	+$4.65M	-$686K	+$3.97M	VDE, VBR, VWO, VAW, VNQ	13F-HR	8/4/2022, 06:12 PM
Q1 2022	14	$104M	+$2.54M	-$773K	+$1.76M	VDE, VBR, VAW, VNQ, VO	13F-HR	5/9/2022, 06:22 PM
Q4 2021	13	$102M	$0	$0		VBR, VNQ, VDE, VAW, VO	13F-HR	2/14/2022, 01:22 PM

Showing 1 to 13 of 13 entries