StockDriftsStockDriftsTop 50 Truewealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GRNY | TIDAL TRUST I | 9.01% | 1.44M | $40.1M | +0.21%(+2.98K) | $20.77(+31.60%) | 2026-09-30 | |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 4.9% | 831.9K | $21.8M | +4.50%(+35.80K) | $26.69(-1.35%) | 2026-09-30 | |
| DBEF | DBX ETF TR | 4.38% | 355.0K | $19.5M | +0.30%(+1.07K) | $39.72(+37.45%) | 2026-09-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 4.16% | 428.1K | $18.5M | -30.57%(-188.49K) | $45.93(-4.89%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.24% | 18.9K | $14.4M | -45.00%(-15.48K) | $399.09(+92.05%) | 2026-09-30 | |
| SPYV | SPDR SERIES TRUST | 3.12% | 227.1K | $13.9M | +4.22%(+9.19K) | $56.67(+11.15%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 3.09% | 153.1K | $13.7M | +493.83%(+127.34K) | $82.19(+9.78%) | 2026-09-30 | |
| DRSK | ETF SER SOLUTIONS | 2.97% | 487.0K | $13.2M | +2.98%(+14.10K) | $27.16(-0.14%) | 2026-09-30 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 2.63% | 288.3K | $11.7M | +4.04%(+11.20K) | $29.45(+40.67%) | 2026-09-30 | |
| GRNJ | TIDAL TRUST III | 2.53% | 382.0K | $11.2M | +2.94%(+10.90K) | $25.49(+5.40%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.45% | +42.21% | +4.95% | +27.33% |
| Top 20 Holdings Unweighted | +11.01% | +36.80% | +4.23% | +23.00% |
Truewealth Advisors LLC reports $445.13M in US-listed equity holdings across 240 positions in its most recent 13F filing. Its largest disclosed positions are GRNY (9.0%), CGMS (4.9%) and DBEF (4.4%). The top 20 holdings account for 55.93% of reported assets. Its disclosed equity book has returned +42.21% on a three-year cumulative basis. Figures reflect the Q3 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