TrueWealth Financial Partners
All 13F Filings
- Location
- Bellevue, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 242,004
- Description
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- Website
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- Founded
- —
- 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 | 8/13/2026 | 28 | 242,004 | 13F-HR | TrueWealth Financial Partners |
| Q1 2026 | 5/20/2026 | 66 | 250,879 | 13F-HR | TrueWealth Financial Partners |
| Q4 2025 | 2/5/2026 | 50 | 121,089 | 13F-HR | TrueWealth Financial Partners |
| Q3 2025 | 11/21/2025 | 25 | 195,968 | 13F-HR | TrueWealth Financial Partners |
| Q2 2025 | 8/14/2025 | 26 | 181,347 | 13F-HR | TrueWealth Financial Partners |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 18.06 K | 7.5% | 0 | 17.86 K | -17.86 K |
| ETFs | 223.7 K | 92.5% | 9.58 K | 0 | 9.58 K |
| Debt | 207 | 0.1% | 0 | 590 | -590 |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
242,004
Holdings
28
QoQ value change ($000)
-8,875
(-3.5%)
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.