TrueWealth Advisors, LLC
•CIK: 1817714•Filing: Q4 2025
**TrueWealth Advisors, LLC** manages $386M across a diversified portfolio of 241 positions. The firm maintains significant exposure to technology and market indices, highlighted by the top holdings in GRNY ($32.7M) and SPY ($23.4M). Further allocations include substantial positions in FBND ($20.7M) and CGMS ($17.8M). This concentration suggests a tactical approach balancing core market exposure with targeted sector bets.
Total AUM
$386.2M
QoQ Performance
+4.5%
Positions
161
Top 10 Concentration
43.0%
Latest Filing
Q4 2025
Top Holdings Allocation
GRNY
SPY
FBND
GRNY8.5%
SPY6.1%
FBND5.3%
CGMS4.6%
DBEF4.3%
DRSK3.1%
NDQ2.9%
SDVY2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other82.1%
ETF6.6%
Technology3.4%
Consumer2.1%
Financial1.2%
Utilities1.1%
Industrial1.1%
Healthcare0.7%
🚪 Exited Positionssold since Q3 2025
+33 more exited positions
Changes from Q3 2025
NEW16 new positions
↑78 increased
↓95 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023