TrueWealth Financial Partners
All 13F Filings
- Location
- Bellevue, WA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 250,879
- 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 |
|---|---|---|---|---|---|
| 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 | 35.92 K | 14.3% | 0 | 62.98 K | -62.98 K |
| ETFs | 214.2 K | 85.4% | 197.5 K | 0 | 197.5 K |
| Debt | 797 | 0.3% | 0 | 4.72 K | -4.72 K |
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Fund Snapshot
Q1 2026
Latest filed
5/20/2026
Total value ($000)
250,879
Holdings
66
QoQ value change ($000)
129,790
(107.2%)
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.