True Wealth Advisors, LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $307 Million distributed in 241 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $22.9M, Fidelity Merrimack Str Tr Tota with a value of $20.8M, Xtrackers Msci Eafe Hedged Equ with a value of $16.6M, ETF Ser Solutions Aptus Define with a value of $12.4M, and Invesco Qqq Trust, Series 1 with a value of $11.2M.
Examining the 13F form we can see an increase of $16.8M in the current position value, from $291M to 307M.
Below you can find more details about True Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$307 Million
ETFs: $228 Million
Technology: $14.8 Million
Financial Services: $14 Million
Industrials: $10.5 Million
Energy: $9.36 Million
Consumer Cyclical: $6.99 Million
Utilities: $5.24 Million
Communication Services: $5.02 Million
Other: $12.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
