True Wealth Advisors, LLC Portfolio Holdings

True Wealth Advisors, LLC

  • $276 Million
  • Q2 2025

True Wealth Advisors, LLC has filed its 13F form on July 03, 2025 for Q2 2025 where it was disclosed a total value porftolio of $276 Million distributed in 217 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 $22.4M, ETF Ser Solutions Aptus Collar with a value of $17.4M, ETF Ser Solutions Aptus Define with a value of $11.7M, Invesco Qqq Trust, Series 1 with a value of $11.4M, and Xtrackers Msci Eafe Hedged Equ with a value of $9.41M.

Examining the 13F form we can see an increase of $22.6M in the current position value, from $253M to 276M.

Below you can find more details about True Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $276 Million
ETFs: $202 Million
Financial Services: $14 Million
Technology: $12.4 Million
Industrials: $9.54 Million
Energy: $9 Million
Consumer Cyclical: $6.08 Million
Utilities: $5.01 Million
Communication Services: $4.89 Million
Other: $11.7 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$644,000 0.23% of portfolio
16,653
Q2 2025 Added 1.14%
$0
$610,000 0.22% of portfolio
983
Q2 2025 Reduced 31.11%
$0
$595,000 0.22% of portfolio
2,351
Q2 2025 Reduced 5.09%
$0
$620,000 0.22% of portfolio
32,941
Q2 2025 Reduced 24.03%
$0
$571,000 0.21% of portfolio
6,999
Q2 2025 Added 30.43%
$0
$579,000 0.21% of portfolio
18,878
Q2 2025 Reduced 35.16%
$0
$588,000 0.21% of portfolio
4,412
Q2 2025 Added 13.74%
$0
$549,000 0.2% of portfolio
11,879
Q2 2025 Reduced 15.29%
$0
$565,000 0.2% of portfolio
7,185
Q2 2025 Reduced 1.45%
$0
$519,000 0.19% of portfolio
9,270
Q2 2025 Added 7.37%
$0
$524,000 0.19% of portfolio
21,618
Q2 2025 Reduced 7.92%
$0
$504,000 0.18% of portfolio
12,680
Q2 2025 Reduced 23.03%
$0
$506,000 0.18% of portfolio
13,420
Q2 2025 Added 2.07%
$0
$459,000 0.17% of portfolio
4,175
Q2 2025 Added 8.84%
$0
$461,000 0.17% of portfolio
9,026
Q1 2025 Reduced 0.53%
$0
$468,000 0.17% of portfolio
7,818
Q2 2025 Reduced 25.3%
$0
$439,000 0.16% of portfolio
8,873
Q2 2025 Reduced 2.48%
$0
$428,000 0.16% of portfolio
978
Q2 2025 Reduced 0.31%
$0
$453,000 0.16% of portfolio
5,567
Q2 2025 Added 24.96%
$0
$420,000 0.15% of portfolio
10,658
Q2 2025 Added 22.84%
$0
$408,000 0.15% of portfolio
1,343
Q2 2025 Added 3.39%
$0
$427,000 0.15% of portfolio
753
Q1 2025 Added 0.13%
$0
$388,000 0.14% of portfolio
4,686
Q2 2025 New
$0
$398,000 0.14% of portfolio
3,000
Q4 2021 New
$0
$395,000 0.14% of portfolio
3,372
Q2 2025 Added 27.58%
$0
$348,000 0.13% of portfolio
1,470
Q2 2025 Reduced 8.13%
$0
$347,000 0.13% of portfolio
524
Q1 2024 Reduced 1.13%
$0
$353,000 0.13% of portfolio
2,552
Q4 2020 New
$0
$346,000 0.13% of portfolio
4,761
Q4 2024 Reduced 0.17%
$0
$341,000 0.12% of portfolio
7,784
Q2 2025 Reduced 5.73%
$0
$318,000 0.12% of portfolio
4,212
Q2 2025 Added 0.57%
$0
$291,000 0.11% of portfolio
4,705
Q2 2025 Reduced 2.14%
$0
$300,000 0.11% of portfolio
2,035
Q2 2025 Reduced 6.48%
$0
$316,000 0.11% of portfolio
2,351
Q2 2025 Reduced 14.63%
$0
$293,000 0.11% of portfolio
12,527
Q2 2025 Reduced 1.46%
$106B
$305,000 0.11% of portfolio
1,002
Q2 2025 Added 1.73%
$0
$304,000 0.11% of portfolio
3,059
Q2 2025 Reduced 3.84%
$0
$271,000 0.1% of portfolio
2,485
Q2 2025 Added 4.54%
$0
$287,000 0.1% of portfolio
2,373
Q4 2024 Reduced 0.63%
$0
$278,000 0.1% of portfolio
5,453
Q2 2025 Added 36.33%
$0
$275,000 0.1% of portfolio
1,461
Q2 2025 Reduced 14.06%
$0
$275,000 0.1% of portfolio
1,505
Q2 2025 Reduced 2.59%
$0
$261,000 0.09% of portfolio
5,302
Q2 2025 New
$0
$254,000 0.09% of portfolio
3,288
Q2 2025 Reduced 1.26%
$0
$253,000 0.09% of portfolio
3,651
Q2 2025 Reduced 1.14%
$0
$243,000 0.09% of portfolio
6,429
Q2 2025 Reduced 3.63%
$0
$236,000 0.09% of portfolio
4,747
Q2 2025 Reduced 8.89%
$0
$213,000 0.08% of portfolio
1,133
Q3 2024 New
$0
$224,000 0.08% of portfolio
619
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 217
  • Current Value $276 Million
  • Prior Value $253 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 03, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 87 stocks
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