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Q2 2026 13F · SEC CIK 1908108

TrueWealth Financial Partners

Wealth managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$242.0M
Reported positions
28
Top holdings a year, 3 yrs
+11.1%
Assets under management
$273.7M

TrueWealth Financial Partners is a wealth manager that reported 28 positions worth $242.0M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Vanguard Index Fds (VOO, 22.6%), Vanguard Index Fds (VBR, 9.6%), Vanguard Ftse Developed Markets Index Fu (VEA, 8.6%). A portfolio copying its top holdings returned 11.1% a year over the last 3 years, against 20.4% for the S&P 500.

TrueWealth Financial Partners holdings all 28 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

TrueWealth Financial Partners 13F holdings
Stock% of 13F valueShare changeReported value
VOOVanguard Index Fds22.6%+0.3%$54.7M
VBRVanguard Index Fds9.6%+1.1%$23.3M
VEAVanguard Ftse Developed Markets Index Fu8.6%+1.6%$20.7M
VWOVanguard Intl Equity Index F6.6%+0.6%$16.0M
VGSHVanguard Scottsdale Fds6.6%+4.8%$15.9M
BNDVanguard Bd Index Fds6.1%+5.1%$14.8M
MSFTMicrosoft Corp5.3%-17.1%$12.8M
VDEVanguard World Fd5.3%-0.1%$12.8M
VNQVanguard Index Fds4.6%+1.3%$11.2M
VHTVanguard World Fd4.6%+1.7%$11.1M
VOVanguard Index Fds4.5%+298.4%$10.8M
VDCVanguard World Fd4.1%+2.5%$10.0M
VTIPVanguard Malvern Fds3.3%-1.1%$8.0M
VEUVanguard Intl Equity Index F1.8%+0.0%$4.5M
VAWVanguard World Fd1.1%+0.0%$2.6M
SPYState Str Spdr S&p 500 ETF T0.9%+0.0%$2.3M
VUSBVanguard Bd Index Fds0.8%+0.0%$2.0M
GOOGAlphabet Inc0.8%-32.1%$1.8M
BIVVanguard Bd Index Fds0.5%-6.3%$1.2M
AMZNAmazon Com Inc0.5%-79.5%$1.2M
NVDANvidia Corporation0.4%-28.4%$903K
VTVanguard Intl Equity Index F0.3%+1.4%$803K
BNDXVanguard Charlotte Fds0.3%-12.1%$740K
AAPLApple Inc0.2%-88.1%$521K
BABAAlibaba Group Hldg Ltd0.2%-8.1%$419K
VVisa Inc0.1%—$361K
ISTBIshares Tr0.1%-6.5%$294K
BSVVanguard Bd Index Fds0.1%—$207K

What TrueWealth Financial Partners bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+15.1% /yr
S&P 500 +20.1%
3 years
+11.1% /yr
S&P 500 +20.4%
5 years
+6.1% /yr
S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$242.0M28
Q1 2026$250.9M66
Q4 2025$121.1M50
Q3 2025$196.0M25
Q2 2025$181.3M26
Q1 2025$165.6M23
Q4 2024$161.2M19
Q3 2024$166.1M18
Q2 2024$154.9M18
Q1 2024$142.5M18
Q4 2023$131.6M16
Q3 2023$121.6M15

Questions about TrueWealth Financial Partners's portfolio

What stocks does TrueWealth Financial Partners own?

TrueWealth Financial Partners's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 28 positions worth $242.0M. The largest are Vanguard Index Fds (VOO) at 22.6%, Vanguard Index Fds (VBR) at 9.6%, Vanguard Ftse Developed Markets Index Fu (VEA) at 8.6%, Vanguard Intl Equity Index F (VWO) at 6.6% and Vanguard Scottsdale Fds (VGSH) at 6.6%.

What did TrueWealth Financial Partners buy last quarter?

In Q2 2026, TrueWealth Financial Partners added Vanguard Index Fds (VO) (+298.4% shares) and Vanguard Bd Index Fds (BND) (+5.1% shares), compared with its Q1 2026 filing.

What did TrueWealth Financial Partners sell last quarter?

In Q2 2026, TrueWealth Financial Partners sold all of Ishares Tr (IEFA), sold all of Alphabet Inc (GOOGL), sold all of Ishares Inc (IEMG), sold all of Costco Wholesale Corporation (COST), sold all of Ishares Tr (QUAL), Apple Inc (AAPL) (-88.1% shares), Amazon Com Inc (AMZN) (-79.5% shares) and Alphabet Inc (GOOG) (-32.1% shares), compared with its Q1 2026 filing.

How has TrueWealth Financial Partners's portfolio performed?

A portfolio copying TrueWealth Financial Partners's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.1% against +20.1%. Over 5 years: +6.1% a year against +13.0%.

When is TrueWealth Financial Partners's next 13F filing due?

13F filings are due 45 days after each quarter ends. TrueWealth Financial Partners's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does TrueWealth Financial Partners manage?

TrueWealth Financial Partners reported $273.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $242.0M.