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 $242.0M across 28 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($54.7M, 22.59%), VBR ($23.3M, 9.62%), VEA ($20.7M, 8.57%), VWO ($16.0M, 6.60%), VGSH ($15.9M, 6.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $54.7M | 22.59% | 79,595 | Added |
| 2 | VBR | VANGUARD INDEX FDS | $23.3M | 9.62% | 95,773 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $20.7M | 8.57% | 290,931 | Added |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | $16.0M | 6.60% | 267,558 | Added |
| 5 | VGSH | VANGUARD SCOTTSDALE FDS | $15.9M | 6.59% | 274,010 | Added |
| 6 | BND | VANGUARD BD INDEX FDS | $14.8M | 6.10% | 201,124 | Added |
| 7 | MSFT | MICROSOFT CORP | $12.8M | 5.29% | 34,294 | Trimmed |
| 8 | VDE | VANGUARD WORLD FD | $12.8M | 5.27% | 84,927 | Trimmed |
| 9 | VNQ | VANGUARD INDEX FDS | $11.2M | 4.63% | 116,270 | Added |
| 10 | VHT | VANGUARD WORLD FD | $11.1M | 4.60% | 37,253 | Added |
| 11 | VO | VANGUARD INDEX FDS | $10.8M | 4.46% | 133,846 | Added |
| 12 | VDC | VANGUARD WORLD FD | $10.0M | 4.11% | 44,159 | Added |
| 13 | VTIP | VANGUARD MALVERN FDS | $8.0M | 3.32% | 160,076 | Trimmed |
| 14 | VEU | VANGUARD INTL EQUITY INDEX F | $4.5M | 1.85% | 53,320 | Hold |
| 15 | VAW | VANGUARD WORLD FD | $2.6M | 1.09% | 11,550 | Added |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $2.3M | 0.94% | 3,059 | Hold |
| 17 | VUSB | VANGUARD BD INDEX FDS | $2.0M | 0.84% | 40,967 | Hold |
| 18 | GOOG | ALPHABET INC | $1.8M | 0.76% | 5,191 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $1.2M | 0.51% | 5,162 | Trimmed |
| 20 | BIV | VANGUARD BD INDEX FDS | $1.2M | 0.51% | 16,104 | Trimmed |
| 21 | NVDA | NVIDIA CORPORATION | $902,606 | 0.37% | 4,511 | Trimmed |
| 22 | VT | VANGUARD INTL EQUITY INDEX F | $802,956 | 0.33% | 5,116 | Added |
| 23 | BNDX | VANGUARD CHARLOTTE FDS | $740,012 | 0.31% | 15,280 | Trimmed |
| 24 | AAPL | APPLE INC | $520,559 | 0.22% | 1,799 | Trimmed |
| 25 | BABA | ALIBABA GROUP HLDG LTD | $418,594 | 0.17% | 4,361 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30