StockDriftsStockDriftsTop 50 TrueWealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GRNY | TIDAL TRUST I | 8.96% | 1.44M | $39.7M | +1.71%(+24.22K) | $20.75(+35.93%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 6.32% | 616.6K | $28.0M | +2.03%(+12.30K) | $45.93(-2.30%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.79% | 34.4K | $25.7M | -0.56%(-195) | $399.09(+94.28%) | 2026-06-30 | |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 4.91% | 796.1K | $21.8M | +0.92%(+7.27K) | $26.69(+1.85%) | 2026-06-30 | |
| DBEF | DBX ETF TR | 4.36% | 353.9K | $19.3M | +1.73%(+6.01K) | $39.68(+41.94%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.19% | 19.2K | $14.1M | -1.50%(-293) | $396.53(+84.73%) | 2026-06-30 | |
| DRSK | ETF SER SOLUTIONS | 3.06% | 472.9K | $13.6M | +0.83%(+3.90K) | $27.14(+7.27%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 2.99% | 217.9K | $13.2M | +6.46%(+13.23K) | $56.49(+12.26%) | 2026-06-30 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 2.7% | 277.1K | $12.0M | +3.94%(+10.50K) | $28.95(+54.85%) | 2026-06-30 | |
| GRNJ | TIDAL TRUST III | 2.63% | 371.1K | $11.7M | +2.69%(+9.71K) | $25.35(+23.72%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.05% | +40.68% | +5.23% | +29.06% |
| Top 20 Holdings Unweighted | +10.83% | +36.13% | +4.77% | +26.25% |
TrueWealth Advisors, LLC reports $443.55M in US-listed equity holdings across 235 positions in its most recent 13F filing. Its largest disclosed positions are GRNY (9.0%), FBND (6.3%) and SPY (5.8%). The top 20 holdings account for 58.47% of reported assets. Its disclosed equity book has returned +40.68% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from TrueWealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1817714). View TrueWealth Advisors, LLC’s 13F filings on SEC