§ 13F · FUND PROFILE
TrueWealth Financial Partners.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 50Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$121.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPIB | SPDR SERIES TRUST | 381K | $12.9T | 10.6% | NEW |
| 2 | FMB | FIRST TR EXCH TRADED FD III | 249K | $12.7T | 10.5% | NEW |
| 3 | DFAX | DIMENSIONAL ETF TRUST | 250K | $8.2T | 6.8% | NEW |
| 4 | DFAC | DIMENSIONAL ETF TRUST | 163K | $6.4T | 5.3% | NEW |
| 5 | SPTM | SPDR SERIES TRUST | 77K | $6.3T | 5.2% | NEW |
| 6 | NUSC | NUSHARES ETF TR | 125K | $5.6T | 4.6% | NEW |
| 7 | NULG | NUSHARES ETF TR | 46K | $4.5T | 3.7% | NEW |
| 8 | FSMB | FIRST TR EXCH TRADED FD III | 202K | $4.0T | 3.3% | NEW |
| 9 | DSI | ISHARES TR | 30K | $3.9T | 3.2% | NEW |
| 10 | CGGR | CAPITAL GROUP GROWTH ETF | 87K | $3.9T | 3.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRUEWEALTH SIGNAL
AC read
TrueWealth Financial Partners is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed