True Wealth Advisors, LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $291 Million distributed in 222 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 $23.2M, Xtrackers Msci Eafe Hedged Equ with a value of $15.1M, ETF Ser Solutions Aptus Collar with a value of $15M, ETF Ser Solutions Aptus Define with a value of $11.6M, and First Tr ETF Vi Smid Cap Risin with a value of $10M.
Examining the 13F form we can see an increase of $14.7M in the current position value, from $276M to 291M.
Below you can find more details about True Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$291 Million
ETFs: $209 Million
Technology: $15.6 Million
Financial Services: $15.1 Million
Energy: $9.33 Million
Industrials: $9.29 Million
Consumer Cyclical: $7.26 Million
Utilities: $5.38 Million
Consumer Defensive: $5.27 Million
Other: $13.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
