TrueWealth Financial Partners

Est. AUM

$250.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$47.4M	79356	18.90%	SOLE
2	VANGUARD INDEX FDS	SM CP VAL ETF	$20.6M	94707	8.20%	SOLE
3	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$18.4M	286411	7.32%	SOLE
4	MICROSOFT CORP	COM	$15.3M	41346	6.10%	SOLE
5	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$15.3M	261409	6.10%	SOLE
6	VANGUARD WORLD FD	ENERGY ETF	$14.7M	84984	5.86%	SOLE
7	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$14.4M	265886	5.73%	SOLE
8	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$14.1M	191281	5.61%	SOLE
9	VANGUARD INDEX FDS	REAL ESTATE ETF	$10.2M	114788	4.06%	SOLE
10	VANGUARD WORLD FD	HEALTH CAR ETF	$10.0M	36638	3.98%	SOLE
11	VANGUARD WORLD FD	CONSUM STP ETF	$9.7M	43086	3.86%	SOLE
12	VANGUARD INDEX FDS	MID CAP ETF	$9.6M	33597	3.85%	SOLE
13	VANGUARD MALVERN FDS	STRM INFPROIDX	$8.1M	161930	3.22%	SOLE
14	AMAZON COM INC	COM	$5.3M	25223	2.09%	SOLE
15	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$4.0M	53320	1.60%	SOLE
16	APPLE INC	COM	$3.8M	15158	1.53%	SOLE
17	VANGUARD WORLD FD	MATERIALS ETF	$2.6M	11549	1.04%	SOLE
18	ALPHABET INC	CAP STK CL C	$2.2M	7644	0.87%	SOLE
19	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$2.0M	40967	0.81%	SOLE
20	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.0M	3059	0.79%	SOLE
21	VANGUARD BD INDEX FDS	INTERMED TERM	$1.3M	17184	0.53%	SOLE
22	NVIDIA CORPORATION	COM	$1.1M	6296	0.44%	SOLE
23	ISHARES TR	CORE MSCI EAFE	$1.1M	11632	0.42%	SOLE
24	ALPHABET INC	CAP STK CL A	$891K	3099	0.36%	SOLE
25	ISHARES INC	CORE MSCI EMKT	$839K	12036	0.33%	SOLE
26	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$835K	17378	0.33%	SOLE
27	COSTCO WHOLESALE CORPORATION	COM	$805K	808	0.32%	SOLE
28	ISHARES TR	MSCI USA QLT FCT	$746K	3887	0.30%	SOLE
29	ISHARES TR	CORE S&P US GWT	$724K	4667	0.29%	SOLE
30	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$718K	7657	0.29%	SOLE
31	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$698K	5046	0.28%	SOLE
32	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$655K	1938	0.26%	SOLE
33	ALIBABA GROUP HLDG LTD	SPONSORED ADS	$595K	4744	0.24%	SOLE
34	ISHARES TR	CORE S&P US VLU	$579K	5659	0.23%	SOLE
35	VANGUARD BD INDEX FDS	LONG TERM BOND	$570K	8289	0.23%	SOLE
36	INTUIT	COM	$471K	1090	0.19%	SOLE
37	META PLATFORMS INC	CL A	$447K	781	0.18%	SOLE
38	ISHARES TR	CORE S&P500 ETF	$414K	634	0.17%	SOLE
39	VANGUARD INDEX FDS	TOTAL STK MKT	$413K	1288	0.16%	SOLE
40	ISHARES TR	US TREAS BD ETF	$410K	17909	0.16%	SOLE
41	BROADCOM INC	COM	$372K	1203	0.15%	SOLE
42	ELI LILLY & CO	COM	$363K	395	0.14%	SOLE
43	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$355K	3237	0.14%	SOLE
44	BOEING CO	COM	$334K	1678	0.13%	SOLE
45	ISHARES TR	CORE S&P SCP ETF	$322K	2590	0.13%	SOLE
46	STARBUCKS CORP	COM	$318K	3544	0.13%	SOLE
47	ISHARES TR	CORE 1 5 YR USD	$316K	6524	0.13%	SOLE
48	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$315K	657	0.13%	SOLE
49	JPMORGAN CHASE & CO	COM	$312K	1060	0.12%	SOLE
50	ASML HLDG NV	N Y REGISTRY SHS	$289K	219	0.12%	SOLE

1–50 of 66

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.