TrueWealth Advisors, LLC
All 13F Filings
- Location
- Birmingham, AL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 443,554
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/8/2026 | 235 | 443,554 | 13F-HR | TrueWealth Advisors, LLC |
| 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 | 137.8 K | 31.1% | 0 | 37 K | -37 K |
| ETFs | 301.4 K | 67.9% | 82.87 K | 0 | 82.87 K |
| Debt | 4.38 K | 1.0% | 128 | 0 | 128 |
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Fund Snapshot
Q2 2026
Latest filed
7/8/2026
Total value ($000)
443,554
Holdings
235
QoQ value change ($000)
46,001
(11.6%)
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.