Universe · entity
TrueWealth Advisors, LLC
Institutional manager (13F) · CIK 1817714
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $291M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | TIDAL TRUST I | $34M | 1,413,116 |
| 2 | FIDELITY MERRIMACK STR TR | $28M | 604,293 |
| 3 | STATE STR SPDR S&P 500 ETF T | $22M | 34,591 |
| 4 | CAPITAL GRP FIXED INCM ETF T | $21M | 788,795 |
| 5 | DBX ETF TR | $17M | 347,913 |
| 6 | ETF SER SOLUTIONS | $13M | 468,957 |
| 7 | SPDR SERIES TRUST | $12M | 204,672 |
| 8 | INVESCO QQQ TR | $11M | 19,505 |
| 9 | FIRST TR EXCHANGE TRADED FD | $11M | 266,637 |
| 10 | TIDAL TRUST III | $9M | 361,434 |
| 11 | EA SERIES TRUST | $8M | 140,610 |
| 12 | ISHARES TR | $7M | 88,301 |
| 13 | FIRST TR EXCHNG TRADED FD VI | $6M | 261,874 |
| 14 | ETF SER SOLUTIONS | $5M | 128,403 |
| 15 | SCHWAB STRATEGIC TR | $5M | 164,089 |
| 16 | SERVISFIRST BANCSHARES INC | $5M | 65,463 |
| 17 | SOUTHERN CO | $4M | 42,229 |
| 18 | UNIFIED SER TR | $4M | 116,784 |
| 19 | STATE STR SPDR DOW JONES IND | $4M | 8,228 |
| 20 | INNOVATIVE INDL PPTYS INC | $4M | 75,290 |
| 21 | PACER FDS TR | $3M | 53,440 |
| 22 | FIRST TR EXCHANGE TRADED FD | $3M | 47,202 |
| 23 | HEICO CORP NEW | $3M | 15,232 |
| 24 | APPLE INC | $3M | 11,421 |
| 25 | J P MORGAN EXCHANGE TRADED F | $3M | 47,724 |
| 26 | WALMART INC | $3M | 21,261 |
| 27 | NORTHERN LTS FD TR IV | $3M | 110,273 |
| 28 | J P MORGAN EXCHANGE TRADED F | $2M | 43,559 |
| 29 | EXXON MOBIL CORP | $2M | 13,135 |
| 30 | CHEVRON CORPORATION | $2M | 10,693 |
| 31 | AMAZON COM INC | $2M | 10,137 |
| 32 | VANGUARD SPECIALIZED FUNDS | $2M | 9,771 |
| 33 | SPDR SERIES TRUST | $2M | 25,930 |
| 34 | MICROSOFT CORP | $2M | 5,358 |
| 35 | AT&T INC | $2M | 67,951 |
| 36 | GLOBE LIFE INC | $2M | 11,927 |
| 37 | TESLA INC | $2M | 4,420 |
| 38 | FIRST TR EXCHNG TRADED FD VI | $2M | 48,188 |
| 39 | SPDR SERIES TRUST | $2M | 62,898 |
| 40 | DBX ETF TR | $2M | 46,713 |
| 41 | SPDR SERIES TRUST | $2M | 47,450 |
| 42 | UNIFIED SER TR | $2M | 35,976 |
| 43 | FIRST TR EXCHANGE-TRADED FD | $2M | 31,582 |
| 44 | INVESCO EXCH TRADED FD TR II | $2M | 6,459 |
| 45 | WILLIAMS COS INC | $2M | 20,712 |
| 46 | NVIDIA CORPORATION | $1M | 8,592 |
| 47 | KINDER MORGAN INC DEL | $1M | 43,427 |
| 48 | VANGUARD INDEX FDS | $1M | 4,975 |
| 49 | ETF SER SOLUTIONS | $1M | 35,709 |
| 50 | CAPITAL GRP FIXED INCM ETF T | $1M | 49,811 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.