True Wealth Advisors, LLC Reduced Holdings in Q4 2025

True Wealth Advisors, LLC

  • $307 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ACIO
ETF Ser Solutions Aptus Collar

ETFs
-122K
- 35.27%
$43.05 - $44.51 $5.26M - $5.44M
224K $9.77M
FTSL
First Trust Senior Ln Fund

ETFs
-46.8K
- 32.55%
$45.62 - $45.98 $2.13M - $2.15M
97K $4.46M
SFBS
Servis First Bancshares, Inc.

Financial Services
-100
- 0.15%
$68.87 - $82.36 $6.89K - $8.24K
65.5K $4.66M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-23.5K
- 25.11%
$25.75 - $26.12 $605K - $613K
70K $1.81M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-19.5K
- 10.21%
$26.44 - $27.53 $517K - $538K
172K $4.68M
IIPR
Innovative Industrial Properties Inc

Real Estate
-1.49K
- 2.04%
$48.43 - $56.64 $71.9K - $84.1K
71.2K $3.45M
T
At&T Inc.

Communication Services
-9.26K
- 12.29%
$24.44 - $27.55 $226K - $255K
66.1K $1.68M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-2.17K
- 4.21%
$100.68 - $106.15 $218K - $230K
49.3K $4.96M
SPG
Simon Property Group Inc

Real Estate
-2.1K
- 29.33%
$173.35 - $185.76 $364K - $390K
5.06K $924K
STX
Seagate Technology Holdings PLC

Technology
-2K
- 39.88%
$211.63 - $293.99 $422K - $587K
3.01K $776K
ORCL
Oracle Corp

Technology
-153
- 2.92%
$217.57 - $313.0 $33.3K - $47.9K
5.08K $1.12M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-6.51K
- 12.6%
$47.97 - $49.62 $312K - $323K
45.1K $2.21M
SPY
Spdr S&P 500 ETF Trust

ETFs
-454
- 1.3%
$653.02 - $687.39 $296K - $312K
34.3K $22.9M
TSLA
Tesla, Inc.

Consumer Cyclical
-356
- 7.89%
$401.99 - $468.37 $143K - $167K
4.16K $1.7M
WMB
Williams Companies, Inc.

Energy
-3.82K
- 15.57%
$56.51 - $64.48 $216K - $246K
20.7K $1.26M
JPM
Jpmorgan Chase & CO

Financial Services
-701
- 14.86%
$294.11 - $320.41 $206K - $225K
4.02K $1.21M
OSCV
Opus Small Cap Value ETF

ETFs
-5.37K
- 12.38%
$36.7 - $38.25 $197K - $206K
38K $1.4M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-3.93K
- 51.44%
$59.91 - $60.13 $235K - $236K
3.71K $222K
GL
Globe Life Inc.

Financial Services
-655
- 5.34%
$130.64 - $140.98 $85.6K - $92.3K
11.6K $1.53M
UNH
Unitedhealth Group Inc

Healthcare
-581
- 43.29%
$320.52 - $369.92 $186K - $215K
761 $243K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-638
- 13.31%
$153.8 - $189.34 $98.1K - $121K
4.16K $655K
VEA
Vanguard Ftse Developed Market

ETFs
-3.64K
- 23.3%
$59.18 - $62.09 $216K - $226K
12K $735K
MGC
Vanguard Mega Cap ETF

ETFs
-871
- 19.49%
$239.57 - $253.74 $209K - $221K
3.6K $890K
PFF
Ishares Trust Ishares Pfd And

ETFs
-5.85K
- 35.06%
$30.84 - $31.79 $180K - $186K
10.8K $334K
SO
Southern CO

Utilities
-1
- -0.0%
$90.58 - $99.72 $90.6 - $99.7
43.9K $3.98M
ROP
Roper Technologies Inc

Industrials
-125
- 5.2%
$443.27 - $520.0 $55.4K - $65K
2.28K $1.02M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-4.84K
- 8.38%
$33.69 - $34.08 $163K - $165K
52.9K $1.79M
KMI
Kinder Morgan, Inc.

Energy
-4.6K
- 9.64%
$25.84 - $28.46 $119K - $131K
43.1K $1.18M
VZ
Verizon Communications Inc

Communication Services
-1.77K
- 5.59%
$38.4 - $43.83 $68.1K - $77.7K
29.9K $1.23M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-3.23K
- 24.0%
$41.61 - $44.26 $134K - $143K
10.2K $443K
ELY
Callaway Golf CO

Consumer Cyclical
-5.85K
- 29.55%
N/A
14K $262K
BP
Bp PLC

Energy
-3.88K
- 22.69%
$32.78 - $37.35 $127K - $145K
13.2K $482K
MDIV
First Trust Multi Asset Divers

ETFs
-6.22K
- 11.47%
$15.59 - $16.13 $96.9K - $100K
48K $764K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-3.51K
- 6.77%
$26.75 - $27.15 $93.9K - $95.3K
48.4K $1.3M
CCJ
Cameco Corp

Energy
-1.18K
- 11.75%
$82.77 - $106.91 $97.5K - $126K
8.85K $750K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.24K
- 2.53%
$56.0 - $57.6 $69.3K - $71.3K
47.6K $2.7M
GE
General Electric CO

Industrials
-276
- 8.88%
$291.49 - $314.28 $80.5K - $86.7K
2.83K $849K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-3.41K
- 10.27%
$18.93 - $19.55 $64.5K - $66.6K
29.7K $563K
PRU
Prudential Financial Inc

Financial Services
-759
- 22.99%
$99.13 - $107.85 $75.2K - $81.9K
2.54K $272K
ETN
Eaton Corp PLC

Industrials
-88
- 5.1%
$352.39 - $387.75 $31K - $34.1K
1.64K $577K
RDVY
First Trust Rising Dividend Ac

ETFs
-822
- 2.08%
$65.02 - $68.31 $53.4K - $56.2K
38.6K $2.59M
FSLR
First Solar, Inc.

Technology
-774
- 19.04%
$223.36 - $277.39 $173K - $215K
3.29K $834K
C
Citigroup Inc

Financial Services
-316
- 4.66%
$93.93 - $102.87 $29.7K - $32.5K
6.47K $635K
ET
Energy Transfer LP

Energy
-2.87K
- 19.89%
$16.29 - $17.01 $46.7K - $48.7K
11.5K $196K
AVGO
Broadcom Inc.

Technology
-213
- 11.81%
$324.63 - $385.98 $69.1K - $82.2K
1.59K $545K
VUG
Vanguard Growth ETF

ETFs
-111
- 11.48%
$470.44 - $504.26 $52.2K - $56K
856 $413K
BNDX
Vanguard Total International B

ETFs
-992
- 11.39%
$49.3 - $49.91 $48.9K - $49.5K
7.72K $381K
MIDD
Middleby Corp

Industrials
-174
- 9.64%
$118.04 - $139.82 $20.5K - $24.3K
1.63K $192K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-210
- 7.63%
$185.12 - $192.11 $38.9K - $40.3K
2.54K $476K
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
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