Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TrueWealth Advisors, LLC (CIK 1817714) reported $397.6M across 233 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GRNY ($33.7M, 8.48%), FBND ($27.6M, 6.93%), SPY ($22.5M, 5.66%), CGMS ($21.5M, 5.40%), DBEF ($17.2M, 4.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GRNY | TIDAL TRUST I | $33.7M | 8.48% | 1.4M | Added |
| 2 | FBND | FIDELITY MERRIMACK STR TR | $27.6M | 6.93% | 604,293 | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $22.5M | 5.66% | 34,591 | Added |
| 4 | CGMS | CAPITAL GRP FIXED INCM ETF T | $21.5M | 5.40% | 788,795 | Added |
| 5 | DBEF | DBX ETF TR | $17.2M | 4.32% | 347,913 | Added |
| 6 | DRSK | ETF SER SOLUTIONS | $12.8M | 3.22% | 468,957 | Added |
| 7 | SPYV | SPDR SERIES TRUST | $11.6M | 2.91% | 204,672 | Added |
| 8 | QQQ | INVESCO QQQ TR | $11.3M | 2.83% | 19,505 | Added |
| 9 | SDVY | FIRST TR EXCHANGE TRADED FD | $10.5M | 2.64% | 266,637 | Trimmed |
| 10 | WOMN | TIDAL TRUST III | $9.0M | 2.27% | 361,434 | Added |
| 11 | FRDM | EA SERIES TRUST | $7.7M | 1.93% | 140,610 | Trimmed |
| 12 | IGRO | ISHARES TR | $7.4M | 1.86% | 88,301 | Added |
| 13 | UCON | FIRST TR EXCHNG TRADED FD VI | $6.5M | 1.63% | 261,874 | Added |
| 14 | ACIO | ETF SER SOLUTIONS | $5.4M | 1.36% | 128,403 | Trimmed |
| 15 | SCHD | SCHWAB STRATEGIC TR | $5.0M | 1.27% | 164,089 | Trimmed |
| 16 | SFBS | SERVISFIRST BANCSHARES INC | $4.8M | 1.20% | 65,463 | Hold |
| 17 | SO | SOUTHERN CO | $4.1M | 1.03% | 42,229 | Trimmed |
| 18 | OALC | UNIFIED SER TR | $4.0M | 1.01% | 116,784 | Added |
| 19 | DIA | STATE STR SPDR DOW JONES IND | $3.8M | 0.96% | 8,228 | Added |
| 20 | IIPR | INNOVATIVE INDL PPTYS INC | $3.8M | 0.95% | 75,290 | Added |
| 21 | COWZ | PACER FDS TR | $3.3M | 0.84% | 53,440 | Added |
| 22 | RDVY | FIRST TR EXCHANGE TRADED FD | $3.2M | 0.81% | 47,202 | Added |
| 23 | HEI.A | HEICO CORP NEW | $3.2M | 0.81% | 15,232 | Hold |
| 24 | AAPL | APPLE INC | $2.9M | 0.73% | 11,421 | Added |
| 25 | JEPI | J P MORGAN EXCHANGE TRADED F | $2.7M | 0.68% | 47,724 | Added |
Source: SEC Form 13F filings · as of 2026-03-31