Institutional Investor · CIK 0001908108
TRUEWEALTH FINANCIAL PARTNERS
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
66
Total Value
$250.88M
Total Shares
2.05M
Latest Filing
May 20, 2026
CIK
0001908108
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 79,356 | $47.42M | 0.0034% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 94,707 | $20.58M | 0.0340% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 286,411 | $18.35M | 0.0066% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-03-31 | 2026-05-20 | 41,346 | $15.30M | 0.0006% | SH | — | View |
| Financial Services | Asset Management - Leveraged | 2026-03-31 | 2026-05-20 | 261,409 | $15.30M | 0.0454% | SH | — | View | |
Vanguard Energy ETF(VDE) | Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 84,984 | $14.71M | 0.1129% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 265,886 | $14.37M | 0.0098% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-05-20 | 191,281 | $14.09M | 0.0036% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 114,788 | $10.18M | 0.0159% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 36,638 | $9.98M | 0.0553% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 43,086 | $9.68M | 0.1037% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 33,597 | $9.65M | 0.0012% | SH | — | View | |
| Financial Services | Asset Management - Leveraged | 2026-03-31 | 2026-05-20 | 161,930 | $8.09M | 0.0119% | SH | — | View | |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-03-31 | 2026-05-20 | 25,223 | $5.25M | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 53,320 | $4.00M | 0.0048% | SH | — | View | |
Apple Inc.(AAPL.NE) | Technology | Consumer Electronics | 2026-03-31 | 2026-05-20 | 15,158 | $3.85M | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 11,549 | $2.60M | 0.0580% | SH | — | View | |
Alphabet Inc.(GOOG) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-05-20 | 7,644 | $2.19M | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-05-20 | 40,967 | $2.04M | 0.0248% | SH | — | View | |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 3,059 | $1.99M | 0.0003% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-05-20 | 17,184 | $1.33M | 0.0025% | SH | — | View | |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-03-31 | 2026-05-20 | 6,296 | $1.10M | 0.0000% | SH | — | View |
iShares Core MSCI EAFE…(IEFA) | Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 11,632 | $1.05M | 0.0006% | SH | — | View |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-05-20 | 3,099 | $891.15K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 12,036 | $839.48K | 0.0006% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-05-20 | 17,378 | $835.03K | 0.0007% | SH | — | View | |
| Consumer Defensive | Discount Stores | 2026-03-31 | 2026-05-20 | 808 | $805.11K | 0.0002% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 3,887 | $745.56K | 0.0016% | SH | — | View | |
iShares Core S&P U.S.…(IUSG) | Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 4,667 | $723.90K | 0.0027% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 7,657 | $717.77K | 0.0039% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 5,046 | $697.96K | 0.0009% | SH | — | View | |
| Technology | Semiconductors | 2026-03-31 | 2026-05-20 | 1,938 | $654.95K | 0.0000% | SH | — | View | |
| Consumer Cyclical | Specialty Retail | 2026-03-31 | 2026-05-20 | 4,744 | $595.22K | 0.0002% | SH | — | View | |
iShares Core S&P U.S.…(IUSV) | Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 5,659 | $578.64K | 0.0024% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-05-20 | 8,289 | $570.14K | 0.0066% | SH | — | View | |
Intuit Inc.(INTU) | Technology | Software - Application | 2026-03-31 | 2026-05-20 | 1,090 | $471.30K | 0.0004% | SH | — | View |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-05-20 | 781 | $446.83K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 634 | $414.13K | 0.0001% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 1,288 | $413.20K | 0.0001% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 17,909 | $410.29K | 0.0015% | SH | — | View | |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-03-31 | 2026-05-20 | 1,203 | $372.34K | 0.0000% | SH | — | View |
| Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-20 | 395 | $363.31K | 0.0000% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 3,237 | $355.07K | 0.0008% | SH | — | View | |
| Industrials | Aerospace & Defense | 2026-03-31 | 2026-05-20 | 1,678 | $333.97K | 0.0002% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 2,590 | $321.96K | 0.0003% | SH | — | View | |
Starbucks Corporation(SBUX) | Consumer Cyclical | Restaurants | 2026-03-31 | 2026-05-20 | 3,544 | $317.51K | 0.0003% | SH | — | View |
iShares Core 1-5 Year…(ISTB) | Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-05-20 | 6,524 | $316.15K | 0.0066% | SH | — | View |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-03-31 | 2026-05-20 | 657 | $314.83K | 0.0000% | SH | — | View |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-03-31 | 2026-05-20 | 1,060 | $311.81K | 0.0000% | SH | — | View |
ASML Holding N.V.(ASML) | Technology | Semiconductors | 2026-03-31 | 2026-05-20 | 219 | $289.26K | 0.0001% | SH | — | View |
Visa Inc.(V) | Financial Services | Financial - Credit Services | 2026-03-31 | 2026-05-20 | 938 | $283.50K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 3,942 | $264.11K | 0.0025% | SH | — | View | |
iShares MBS ETF(MBB) | Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 2,679 | $254.37K | 0.0007% | SH | — | View |
Mastercard Incorporated(MA.NE) | Financial Services | Financial - Credit Services | 2026-03-31 | 2026-05-20 | 501 | $250.33K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 1,156 | $244.09K | 0.0005% | SH | — | View | |
Shell plc(SHEL) | Energy | Oil & Gas Integrated | 2026-03-31 | 2026-05-20 | 2,450 | $227.85K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 2,895 | $227.00K | 0.0003% | SH | — | View | |
Novartis AG(NVS) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-20 | 1,452 | $221.80K | 0.0001% | SH | — | View |
Netflix, Inc.(NFLX) | Communication Services | Entertainment | 2026-03-31 | 2026-05-20 | 2,275 | $218.74K | 0.0001% | SH | — | View |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-03-31 | 2026-05-20 | 1,748 | $217.24K | 0.0000% | SH | — | View |
HSBC Holdings plc(HSBC) | Financial Services | Banks - Diversified | 2026-03-31 | 2026-05-20 | 2,621 | $216.21K | 0.0001% | SH | — | View |
Johnson & Johnson(JNJ) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-20 | 884 | $216.08K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 1,883 | $212.99K | 0.0003% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 12,119 | $209.90K | 0.0035% | SH | — | View | |
| Financial Services | Banks - Diversified | 2026-03-31 | 2026-05-20 | 1,291 | $208.86K | 0.0001% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 3,487 | $202.87K | 0.0006% | SH | — | View |
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