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 Financial Partners (CIK 1908108) reported $250.9M across 66 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($47.4M, 18.90%), VBR ($20.6M, 8.20%), VEA ($18.4M, 7.32%), MSFT ($15.3M, 6.10%), VGSH ($15.3M, 6.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $47.4M | 18.90% | 79,356 | New |
| 2 | VBR | VANGUARD INDEX FDS | $20.6M | 8.20% | 94,707 | New |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $18.4M | 7.32% | 286,411 | New |
| 4 | MSFT | MICROSOFT CORP | $15.3M | 6.10% | 41,346 | Added |
| 5 | VGSH | VANGUARD SCOTTSDALE FDS | $15.3M | 6.10% | 261,409 | New |
| 6 | VDE | VANGUARD WORLD FD | $14.7M | 5.86% | 84,984 | New |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $14.4M | 5.73% | 265,886 | New |
| 8 | BND | VANGUARD BD INDEX FDS | $14.1M | 5.61% | 191,281 | New |
| 9 | VNQ | VANGUARD INDEX FDS | $10.2M | 4.06% | 114,788 | New |
| 10 | VHT | VANGUARD WORLD FD | $10.0M | 3.98% | 36,638 | New |
| 11 | VDC | VANGUARD WORLD FD | $9.7M | 3.86% | 43,086 | New |
| 12 | VO | VANGUARD INDEX FDS | $9.6M | 3.85% | 33,597 | New |
| 13 | VTIP | VANGUARD MALVERN FDS | $8.1M | 3.22% | 161,930 | New |
| 14 | AMZN | AMAZON COM INC | $5.3M | 2.09% | 25,223 | New |
| 15 | VEU | VANGUARD INTL EQUITY INDEX F | $4.0M | 1.60% | 53,320 | New |
| 16 | AAPL | APPLE INC | $3.8M | 1.53% | 15,158 | New |
| 17 | VAW | VANGUARD WORLD FD | $2.6M | 1.04% | 11,549 | New |
| 18 | GOOG | ALPHABET INC | $2.2M | 0.87% | 7,644 | Added |
| 19 | VUSB | VANGUARD BD INDEX FDS | $2.0M | 0.81% | 40,967 | New |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $2.0M | 0.79% | 3,059 | New |
| 21 | BIV | VANGUARD BD INDEX FDS | $1.3M | 0.53% | 17,184 | New |
| 22 | NVDA | NVIDIA CORPORATION | $1.1M | 0.44% | 6,296 | New |
| 23 | IEFA | ISHARES TR | $1.1M | 0.42% | 11,632 | New |
| 24 | GOOGL | ALPHABET INC | $891,150 | 0.36% | 3,099 | New |
| 25 | BNDX | VANGUARD CHARLOTTE FDS | $835,027 | 0.33% | 17,378 | New |
Source: SEC Form 13F filings · as of 2026-03-31