TrueWealth Advisors, LLC
TrueWealth Advisors, LLC reported 235 positions worth $443.6M as of June 30, 2026 (13F filed July 8, 2026). Largest holding: GRNY (9.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GRNY | SH | $39.7M | 8.96% | 1,437,336 | — | — | |
| ▸ 2 | FBND | SH | $28.0M | 6.32% | 616,590 | — | — | |
| ▸ 3 | SPY | SH | $25.7M | 5.79% | 34,396 | — | — | |
| ▸ 4 | CGMS | SH | $21.8M | 4.91% | 796,067 | — | — | |
| ▸ 5 | DBEF | SH | $19.3M | 4.36% | 353,927 | — | — | |
| ▸ 6 | QQQ | SH | $14.1M | 3.19% | 19,212 | — | — | |
| ▸ 7 | DRSK | SH | $13.6M | 3.06% | 472,862 | — | — | |
| ▸ 8 | SPYV | SH | $13.2M | 2.99% | 217,901 | — | — | |
| ▸ 9 | SDVY | SH | $12.0M | 2.70% | 277,141 | — | — | |
| ▸ 10 | GRNJ | SH | $11.7M | 2.63% | 371,143 | — | — |
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Frequently Asked Questions
What stocks does TrueWealth Advisors, LLC hold as of Q2 2026?
TrueWealth Advisors, LLC reported 235 positions worth $443.6M in its Q2 2026 13F filing. Largest positions: GRNY (9.0%), FBND (6.3%), SPY (5.8%), CGMS (4.9%) and DBEF (4.4%).
What did TrueWealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did TrueWealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.