StockDriftsStockDriftsTop 28 Truewealth Financial Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 22.59% | 79.6K | $54.7M | +0.30%(+239) | $509.83(+39.79%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 9.62% | 95.8K | $23.3M | +1.13%(+1.07K) | $176.29(+42.09%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 8.57% | 290.9K | $20.7M | +1.58%(+4.52K) | $56.43(+31.15%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 6.6% | 267.6K | $16.0M | +0.63%(+1.67K) | $46.32(+30.36%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 6.59% | 274.0K | $15.9M | +4.82%(+12.60K) | $58.66(-0.87%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 6.1% | 201.1K | $14.8M | +5.15%(+9.84K) | $73.57(-1.79%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.29% | 34.3K | $12.8M | -17.06%(-7.05K) | $426.04(+14.09%) | 2026-06-30 | |
| VDE | VANGUARD WORLD FD | 5.27% | 84.9K | $12.8M | -0.07%(-57) | $79.51(+119.71%) | 2026-06-30 | |
| VNQ | VANGUARD INDEX FDS | 4.63% | 116.3K | $11.2M | +1.29%(+1.48K) | $99.38(-1.59%) | 2026-06-30 | |
| VHT | VANGUARD WORLD FD | 4.6% | 37.3K | $11.1M | +1.68%(+615) | $259.96(+21.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.40% | +30.93% | — | — | +22.41% |
| Top 20 Holdings Unweighted | +10.59% | +35.26% | — | — | +27.67% |
Truewealth Financial Partners reports $242.00M in US-listed equity holdings across 28 positions in its most recent 13F filing. Its largest disclosed positions are VOO (22.6%), VBR (9.6%) and VEA (8.6%). The top 20 holdings account for 98.25% of reported assets. Its disclosed equity book has returned +30.93% 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 Financial Partners’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1908108). View Truewealth Financial Partners’s 13F filings on SEC