§ 13F · FUND PROFILE
TrueWealth Financial Partners.
AUM · $196M (13F)Positions · 25Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 80K | $55M | 22.6% | −50% |
| 2 | VBR | VANGUARD INDEX FDS | 96K | $23M | 9.6% | −49% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 291K | $21M | 8.6% | −49% |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | 268K | $16M | 6.6% | −50% |
| 5 | VGSH | VANGUARD SCOTTSDALE FDS | 274K | $16M | 6.6% | −48% |
| 6 | BND | VANGUARD BD INDEX FDS | 201K | $15M | 6.1% | −47% |
| 7 | MSFT | MICROSOFT CORP | 34K | $13M | 5.3% | −59% |
| 8 | VDE | VANGUARD WORLD FD | 85K | $13M | 5.3% | −50% |
| 9 | VNQ | VANGUARD INDEX FDS | 116K | $11M | 4.6% | −49% |
| 10 | VHT | VANGUARD WORLD FD | 37K | $11M | 4.6% | −49% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRUEWEALTH SIGNAL
AC read
TrueWealth Financial Partners is a Other fund managing $196 million in assets. The fund runs a focused portfolio of just 25 positions.
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