Truewealth Financial Partners Top Holdings and 13F Report (2026) About Truewealth Financial PartnersInvestment ActivityTruewealth Financial Partners has $242.00 million in total holdings as of June 30, 2026.Truewealth Financial Partners owns shares of 28 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 4.54% of the portfolio was purchased this quarter.About 11.88% of the portfolio was sold this quarter.This quarter, Truewealth Financial Partners has purchased 66 new stocks and bought additional shares in 13 stocks.Truewealth Financial Partners sold shares of 12 stocks and completely divested from 38 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $54,666,810Vanguard Small-Cap Value ETF $23,271,940Vanguard FTSE Developed Markets ETF $20,728,868Vanguard FTSE Emerging Markets ETF $15,970,549Vanguard Short-Term Treasury ETF $15,947,379 Largest Purchases this Quarter Vanguard Mid-Cap ETF 100,249 shares (about $8.08M)Vanguard Short-Term Treasury ETF 12,601 shares (about $733.38K)Vanguard Total Bond Market ETF 9,843 shares (about $722.57K)Vanguard FTSE Developed Markets ETF 4,520 shares (about $322.05K)Vanguard Small-Cap Value ETF 1,066 shares (about $259.03K) Largest Sales this Quarter Amazon.com 20,061 shares (about $4.78M)Apple 13,359 shares (about $3.87M)Microsoft 7,052 shares (about $2.63M)Alphabet 2,453 shares (about $866.66K)NVIDIA 1,785 shares (about $357.16K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTruewealth Financial Partners Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$54,666,810$164,148 â–²0.3%79,59522.6%ETFVBRVanguard Small-Cap Value ETF$23,271,940$259,028 â–²1.1%95,7739.6%ETFVEAVanguard FTSE Developed Markets ETF$20,728,868$322,051 â–²1.6%290,9318.6%ETFVWOVanguard FTSE Emerging Markets ETF$15,970,549$99,802 â–²0.6%267,5586.6%ETFVGSHVanguard Short-Term Treasury ETF$15,947,379$733,378 â–²4.8%274,0106.6%ETFBNDVanguard Total Bond Market ETF$14,764,478$722,573 â–²5.1%201,1246.1%ETFMSFTMicrosoft$12,792,196$2,630,506 â–¼-17.1%34,2945.3%TechnologyVDEVanguard Energy ETF$12,750,075$8,557 â–¼-0.1%84,9275.3%ETFVNQVanguard Real Estate ETF$11,211,917$142,909 â–²1.3%116,2704.6%ETFVHTVanguard Health Care ETF$11,139,016$183,891 â–²1.7%37,2534.6%ETFVOVanguard Mid-Cap ETF$10,783,953$8,077,048 â–²298.4%133,8464.5%ETFVDCVanguard Consumer Staples ETF$9,957,416$241,951 â–²2.5%44,1594.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$8,040,631$93,127 â–¼-1.1%160,0763.3%ETFVEUVanguard FTSE All-World ex-US ETF$4,465,5520.0%53,3201.8%ETFVAWVanguard Materials ETF$2,642,518$229 â–²0.0%11,5501.1%ETFSPYSPDR S&P 500 ETF Trust$2,284,3690.0%3,0590.9%ETFVUSBVanguard Ultra-Short Bond ETF$2,039,3370.0%40,9670.8%ETFGOOGAlphabet$1,834,020$866,664 â–¼-32.1%5,1910.8%Communication ServicesBIVVanguard Intermediate-Term Bond ETF$1,235,146$82,834 â–¼-6.3%16,1040.5%ETFAMZNAmazon.com$1,230,310$4,781,335 â–¼-79.5%5,1620.5%Consumer DiscretionaryNVDANVIDIA$902,606$357,161 â–¼-28.4%4,5110.4%TechnologyVTVanguard Total World Stock ETF$802,956$10,986 â–²1.4%5,1160.3%ETFBNDXVanguard Total International Bond ETF$740,012$101,606 â–¼-12.1%15,2800.3%ETFAAPLApple$520,559$3,865,563 â–¼-88.1%1,7990.2%TechnologyBABAAlibaba Group$418,594$36,763 â–¼-8.1%4,3610.2%Consumer DiscretionaryVVisa$361,274$39,455 â–²12.3%1,0530.1%FinanceISTBiShares Core 1-5 Year USD Bond ETF$294,325$20,458 â–¼-6.5%6,1000.1%ETFBSVVanguard Short-Term Bond ETF$206,695$18,854 â–¼-8.4%2,6530.1%ETFIEFAiShares Core MSCI EAFE ETF$0$1,052,955 â–¼-100.0%00.0%ETFGOOGLAlphabet$0$891,150 â–¼-100.0%00.0%Communication ServicesIEMGiShares Core MSCI Emerging Markets ETF$0$839,484 â–¼-100.0%00.0%ETFCOSTCostco Wholesale$0$805,114 â–¼-100.0%00.0%Consumer StaplesQUALiShares MSCI USA Quality Factor ETF$0$745,561 â–¼-100.0%00.0%ETFIUSGiShares Core S&P U.S. Growth ETF$0$723,896 â–¼-100.0%00.0%ETFVONVVanguard Russell 1000 Value ETF$0$717,768 â–¼-100.0%00.0%ETFTSMTaiwan Semiconductor Manufacturing$0$654,947 â–¼-100.0%00.0%TechnologyIUSViShares Core S&P U.S. Value ETF$0$578,641 â–¼-100.0%00.0%ETFBLVVanguard Long-Term Bond ETF$0$570,142 â–¼-100.0%00.0%ETFINTUIntuit$0$471,295 â–¼-100.0%00.0%TechnologyMETAMeta Platforms$0$446,835 â–¼-100.0%00.0%Communication ServicesIVViShares Core S&P 500 ETF$0$414,135 â–¼-100.0%00.0%ETFVTIVanguard Total Stock Market ETF$0$413,201 â–¼-100.0%00.0%ETFGOVTiShares U.S. Treasury Bond ETF$0$410,294 â–¼-100.0%00.0%ETFAVGOBroadcom$0$372,341 â–¼-100.0%00.0%TechnologyLLYEli Lilly and Company$0$363,307 â–¼-100.0%00.0%HealthcareVONGVanguard Russell 1000 Growth ETF$0$355,066 â–¼-100.0%00.0%ETFBABoeing$0$333,972 â–¼-100.0%00.0%IndustrialsIJRiShares Core S&P Small-Cap ETF$0$321,963 â–¼-100.0%00.0%ETFSBUXStarbucks$0$317,507 â–¼-100.0%00.0%Consumer DiscretionaryBRK.BBerkshire Hathaway$0$314,832 â–¼-100.0%00.0%FinanceJPMJPMorgan Chase & Co.$0$311,809 â–¼-100.0%00.0%FinanceASMLASML$0$289,261 â–¼-100.0%00.0%TechnologyIGFiShares Global Infrastructure ETF$0$264,114 â–¼-100.0%00.0%ETFMBBiShares MBS ETF$0$254,371 â–¼-100.0%00.0%ETFMAMastercard$0$250,331 â–¼-100.0%00.0%FinanceIVEiShares S&P 500 Value ETF$0$244,089 â–¼-100.0%00.0%ETFSHELShell$0$227,850 â–¼-100.0%00.0%EnergyNVSNovartis$0$221,797 â–¼-100.0%00.0%HealthcareNFLXNetflix$0$218,744 â–¼-100.0%00.0%Communication ServicesWALMART INC$0$217,242 â–¼-100.0%00.0%COMHSBCHSBC$0$216,207 â–¼-100.0%00.0%FinanceJNJJohnson & Johnson$0$216,084 â–¼-100.0%00.0%HealthcareIVWiShares S&P 500 Growth ETF$0$212,985 â–¼-100.0%00.0%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$0$209,898 â–¼-100.0%00.0%ETFRYRoyal Bank Of Canada$0$208,859 â–¼-100.0%00.0%FinanceDYNFiShares U.S. Equity Factor Rotation Active ETF$0$202,873 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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