True Wealth Advisors, LLC Incresed Positions in Q4 2025

True Wealth Advisors, LLC

  • $307 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
274K
+ 156.44%
$46.2 - $46.85 $12.6M - $12.8M
449K $20.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.96K
+ 19.06%
$589.5 - $635.77 $1.74M - $1.88M
18.5K $11.2M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
19.2K
+ 5.92%
$46.45 - $49.01 $893K - $942K
344K $16.6M
XLE
Energy Sector Spdr

ETFs
8.39K
+ 98.72%
$85.22 - $92.02 $715K - $772K
16.9K $1.55M
DRSK
ETF Ser Solutions Aptus Define

ETFs
24.4K
+ 6.05%
$28.98 - $29.71 $706K - $724K
427K $12.4M
IGRO
Ishares Tr International Divid

ETFs
6.88K
+ 8.79%
$78.71 - $81.58 $541K - $561K
85K $6.9M
XLK
Technology Sector Spdr

ETFs
2.28K
+ 96.45%
$278.39 - $304.13 $635K - $694K
4.65K $1.34M
XLU
Utilities Sector Spdr

ETFs
6.8K
+ 93.48%
$87.89 - $92.9 $597K - $632K
14.1K $1.25M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
3.07K
+ 2.23%
$43.89 - $49.2 $135K - $151K
141K $6.7M
META
Meta Platforms, Inc.

Communication Services
969
+ 218.74%
$609.01 - $751.67 $590K - $728K
1.41K $860K
CSX
Csx Corp

Industrials
11.6K
+ 185.36%
$34.88 - $36.67 $405K - $426K
17.9K $623K
FLMI
Franklin Dynamic Municipal Bon

ETFs
11.5K
+ 44.07%
$24.67 - $25.04 $284K - $289K
37.7K $937K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
460
+ 6.25%
$454.87 - $482.76 $209K - $222K
7.82K $3.69M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.01K
+ 47.34%
$93.79 - $100.35 $282K - $302K
9.35K $880K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
7.5K
+ 18.43%
$33.05 - $33.87 $248K - $254K
48.2K $1.62M
FISV
Fiserv Inc

Technology
1.84K
+ 108.62%
N/A
3.53K $442K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
7.95K
+ 9.43%
$23.98 - $24.37 $191K - $194K
92.2K $2.22M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.18K
+ 4.39%
$55.63 - $58.98 $121K - $129K
51.8K $3.04M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
8.64K
+ 3.27%
$36.47 - $38.19 $315K - $330K
273K $10.2M
RF
Regions Financial Corp

Financial Services
8.23K
+ 24.45%
$23.35 - $26.39 $192K - $217K
41.9K $1.05M
PFE
Pfizer Inc

Healthcare
6.26K
+ 57.83%
$24.23 - $27.37 $152K - $171K
17.1K $428K
DBEM
Xtrackers Msci Emerging Market

ETFs
3.19K
+ 6.73%
$30.22 - $32.45 $96.3K - $103K
50.5K $1.61M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.02K
+ 47.73%
$74.62 - $78.21 $151K - $158K
6.26K $467K
SJNK
Spdr Bloomberg Short Term High

ETFs
7.67K
+ 5.1%
$25.2 - $25.57 $193K - $196K
158K $3.99M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.8K
+ 4.21%
$56.33 - $59.22 $101K - $106K
44.5K $2.57M
CGCP
Capital Group Core Plus Income

ETFs
5.07K
+ 12.46%
$22.64 - $22.98 $115K - $116K
45.7K $1.04M
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.86K
+ 29.32%
$50.75 - $51.37 $94.6K - $95.8K
8.22K $420K
IYF
Ishares Tr

ETFs
782
+ 32.95%
$120.85 - $126.31 $94.5K - $98.8K
3.16K $390K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
2.9K
+ 7.84%
$44.97 - $46.55 $130K - $135K
39.9K $1.8M
FXO
First Tr Exchange Traded Fd Fi

ETFs
1.68K
+ 17.4%
$55.79 - $59.43 $93.6K - $99.7K
11.3K $657K
XOM
Exxon Mobil Corp

Energy
134
+ 1.01%
$110.64 - $119.78 $14.8K - $16.1K
13.5K $1.58M
CAT
Caterpillar Inc

Industrials
31
+ 3.82%
$480.82 - $585.49 $14.9K - $18.2K
843 $465K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.53K
+ 14.23%
$46.57 - $47.16 $71.4K - $72.3K
12.3K $573K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
173
+ 2.48%
$242.67 - $261.79 $42K - $45.3K
7.14K $1.79M
KR
Kroger CO

Consumer Defensive
1.12K
+ 9.73%
$63.15 - $69.15 $70.5K - $77.2K
12.6K $839K
GLD
Spdr Gold Trust

ETFs
107
+ 9.74%
$354.79 - $403.15 $38K - $43.1K
1.21K $453K
BAC
Bank Of America Corp

Financial Services
1.1K
+ 12.29%
$48.65 - $54.11 $53.4K - $59.4K
10K $516K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
447
+ 1.71%
$76.84 - $80.86 $34.3K - $36.1K
26.6K $2.1M
NGS
Natural Gas Services Group Inc

Energy
225
+ 0.73%
$25.68 - $30.37 $5.78K - $6.83K
30.9K $910K
FPE
First Tr Pfd Secs & Income ETF

ETFs
2.71K
+ 4.61%
$18.14 - $18.51 $49.2K - $50.2K
61.5K $1.13M
DUK
Duke Energy Corp

Utilities
350
+ 9.09%
$121.57 - $129.03 $42.5K - $45.2K
4.2K $525K
IVV
Ishares Core S&P 500 ETF

ETFs
55
+ 4.2%
$656.2 - $690.71 $36.1K - $38K
1.37K $922K
SPGI
S&P Global Inc.

Financial Services
74
+ 5.43%
$472.05 - $502.96 $34.9K - $37.2K
1.44K $702K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
557
+ 12.75%
$57.9 - $61.26 $32.3K - $34.1K
4.93K $295K
VIG
Vanguard Dividend Appreciation

ETFs
193
+ 2.02%
N/A
9.77K $1.78M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
752
+ 4.98%
$47.1 - $47.44 $35.4K - $35.7K
15.9K $751K
WMT
Walmart Inc.

Consumer Defensive
330
+ 1.6%
$101.18 - $109.03 $33.4K - $36K
21K $2.16M
IVW
Ishares S&P 500 Growth ETF

ETFs
253
+ 6.22%
$118.29 - $126.28 $29.9K - $31.9K
4.32K $522K
RTX
Raytheon Technologies Corp

Industrials
65
+ 3.45%
$157.0 - $179.44 $10.2K - $11.7K
1.95K $342K
Activity Summary
Buys All Purchases 111 New Holdings 28 Increased Positions 83 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track True Wealth Advisors, LLC Portfolio

Follow True Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email