True Wealth Financial Partners Portfolio Holdings

True Wealth Financial Partners

  • $194 Million
  • Q3 2025

True Wealth Financial Partners has filed its 13F form on November 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $194 Million distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $44.9M, Vanguard Small Cap Value ETF with a value of $19.5M, Vanguard Ftse Developed Market with a value of $15.8M, Vanguard Ftse Emerging Mkts Et with a value of $14.7M, and Vanguard with a value of $14.1M.

Examining the 13F form we can see an increase of $14.6M in the current position value, from $179M to 194M.

Below you can find more details about True Wealth Financial Partners portfolio as well as his latest detailed transactions.

Portfolio value $194 Million
ETFs: $189 Million
Technology: $3.6 Million
Consumer Cyclical: $1.74 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$44.9 Million 23.16% of portfolio
73,344
Q3 2025 Added 47.84%
$0
$19.5 Million 10.05% of portfolio
93,357
Q3 2025 Added 5.16%
$0
$15.8 Million 8.16% of portfolio
264,026
Q3 2025 Added 128.29%
$0
$14.7 Million 7.59% of portfolio
271,718
Q3 2025 Reduced 14.76%
$0
$14.1 Million 7.25% of portfolio
238,797
Q3 2025 Added 62.33%
$0
$12.2 Million 6.28% of portfolio
163,714
Q3 2025 Added 82.8%
$0
$11 Million 5.69% of portfolio
87,615
Q3 2025 Reduced 18.64%
$0
$10.3 Million 5.34% of portfolio
113,187
Q3 2025 Reduced 20.88%
$0
$10.1 Million 5.19% of portfolio
34,279
Q3 2025 Reduced 30.69%
$0
$7.94 Million 4.09% of portfolio
30,570
Q3 2025 Added 95.19%
$0
$7.65 Million 3.95% of portfolio
35,807
Q3 2025 Added 99.99%
$0
$7.4 Million 3.82% of portfolio
146,211
Q3 2025 Reduced 19.7%
$0
$4.18 Million 2.16% of portfolio
58,611
Q3 2025 Reduced 65.08%
$3.78T
$3.6 Million 1.85% of portfolio
6,944
Q2 2025 Added 10.68%
$0
$2.89 Million 1.49% of portfolio
14,124
Q3 2025 Reduced 68.14%
$0
$2.04 Million 1.05% of portfolio
3,059
Q3 2024 Reduced 0.26%
$2.39T
$960,000 0.5% of portfolio
4,374
Q3 2025 Added 3.72%
$0
$834,000 0.43% of portfolio
16,877
Q3 2025 Reduced 82.27%
$418B
$779,000 0.4% of portfolio
4,361
Q3 2025 Added 1.75%
$0
$713,000 0.37% of portfolio
5,180
Q3 2025 Added 13.55%
$0
$318,000 0.16% of portfolio
6,524
Q3 2025 Reduced 58.72%
$0
$231,000 0.12% of portfolio
3,268
Q3 2025 Reduced 2.65%
$0
$209,000 0.11% of portfolio
2,653
Q2 2025 New
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 1.72%

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $194 Million
  • Prior Value $179 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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