TrueWealth Advisors, LLC
All 13F Filings
- Location
- Birmingham, AL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 397,553
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/9/2026 | 233 | 397,553 | 13F-HR | TrueWealth Advisors, LLC |
| Q4 2025 | 1/7/2026 | 241 | 386,164 | 13F-HR | TrueWealth Advisors, LLC |
| Q3 2025 | 10/15/2025 | 222 | 369,655 | 13F-HR | TrueWealth Advisors, LLC |
| Q2 2025 | 7/3/2025 | 217 | 337,898 | 13F-HR | TrueWealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 174.8 K | 44.0% | 0 | 149.3 K | -149.3 K |
| ETFs | 218.5 K | 55.0% | 163.1 K | 0 | 163.1 K |
| Debt | 4.252 K | 1.1% | 0 | 1.79 K | -1.79 K |
| Other | 0 | 0.0% | 0 | 573 | -573 |
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Fund Snapshot
Q1 2026
Latest filed
4/9/2026
Total value ($000)
397,553
Holdings
233
QoQ value change ($000)
11,389
(2.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.