TrueWealth Advisors, LLC: 13F holdings
CIK 18177142026Q2
| Positions | 235 |
|---|---|
| Reported value | $443.6m |
| Filed | 2026-07-08 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| TIDAL TRUST I | 1,437,336 | $39.7m | 9.0% |
| FBND FIDELITY MERRIMACK STR TR | 616,590 | $28.0m | 6.3% |
| SPY STATE STR SPDR S&P 500 ETF T | 34,396 | $25.7m | 5.8% |
| CAPITAL GRP FIXED INCM ETF T | 796,067 | $21.8m | 4.9% |
| DBEF DBX ETF TR | 353,927 | $19.3m | 4.4% |
| QQQ INVESCO QQQ TR | 19,212 | $14.1m | 3.2% |
| ETF SER SOLUTIONS | 472,862 | $13.6m | 3.1% |
| SPYV SPDR SERIES TRUST | 217,901 | $13.2m | 3.0% |
| SDVY FIRST TR EXCHANGE TRADED FD | 277,141 | $12.0m | 2.7% |
| TIDAL TRUST III | 371,143 | $11.7m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1817714")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.