13F Filings History of TrueWealth Financial Partners

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$121,088,802
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 50 stock holdings with total value $121,088,802 as of Q4 2025. Top holdings included SPIB, FMB, DFAX, DFAC, and SPTM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 50 $121,088,802 +$120,869,723 -$195,510,544 -$74,640,821 SPIB, FMB, DFAX, DFAC, SPTM 13F-HR 04 Feb 2026, 18:37
Q3 2025 25 $195,967,890 +$43,120,873 -$37,557,247 +$5,563,626 VOO, VBR, VEA, VWO, VGSH 13F-HR 20 Nov 2025, 17:38
Q2 2025 26 $181,347,331 +$25,168,168 -$16,531,279 +$8,636,889 VOO, VBR, VWO, VO, VDE 13F-HR 13 Aug 2025, 17:39
Q1 2025 23 $165,600,160 +$16,812,877 -$13,049,778 +$3,763,099 VOO, VBR, VWO, VDE, VO 13F-HR 15 May 2025, 09:53
Q4 2024 19 $161,178,064 +$2,079,096 -$216,026 +$1,863,070 VBR, VOO, VWO, VO, VDE 13F-HR 13 Feb 2025, 20:04
Q3 2024 18 $166,114,887 +$4,892,793 -$4,017,902 +$874,891 VWO, VBR, VAW, VOO, VEU 13F-HR 14 Nov 2024, 10:58
Q2 2024 18 $154,911,607 +$13,970,823 -$281,393 +$13,689,430 VOO, VBR, VDE, VWO, VO 13F-HR 09 Aug 2024, 19:39
Q1 2024 18 $142,543,387 +$4,316,993 -$20,131 +$4,296,862 VBR, VDE, VOO, VAW, VO 13F-HR 13 May 2024, 17:55
Q4 2023 16 $131,639,196 +$1,551,309 -$255,765 +$1,295,544 VBR, VOO, VDE, VAW, VO 13F-HR 14 Feb 2024, 12:58
Q3 2023 15 $121,599,657 +$5,174,267 -$1,465,761 +$3,708,506 VDE, VBR, VOO, VAW, VWO 13F-HR 06 Nov 2023, 17:46
Q2 2023 17 $120,898,965 +$2,886,532 -$165,758 +$2,720,774 VDE, VBR, VOO, VAW, VO 13F-HR 24 Jul 2023, 14:00
Q1 2023 15 $115,953,666 +$10,527,303 $0 +$10,527,303 VDE, VAW, VBR, VWO, VOO 13F-HR 11 May 2023, 21:07
Q4 2022 14 $103,137,402 +$3,542,423 -$578,774 +$2,963,649 VDE, VBR, VAW, VWO, VO 13F-HR 06 Feb 2023, 18:25
Q3 2022 13 $92,068,000 +$3,549,501 -$1,113,582 +$2,435,919 VDE, VBR, VWO, VO, VAW 13F-HR 09 Nov 2022, 14:50
Q2 2022 14 $95,364,000 +$4,653,786 -$685,864 +$3,967,922 VDE, VBR, VWO, VAW, VNQ 13F-HR 04 Aug 2022, 18:12
Q1 2022 14 $104,008,000 +$2,537,039 -$772,617 +$1,764,422 VDE, VBR, VAW, VNQ, VO 13F-HR 09 May 2022, 18:22
Q4 2021 13 $102,305,000 $0 $0 $0 VBR, VNQ, VDE, VAW, VO 13F-HR 14 Feb 2022, 13:22