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
$214,000 0.08% of portfolio
3,943
Q2 2025 Reduced 4.18%
$0
$234,000 0.08% of portfolio
3,688
Q2 2025 New
$0
$216,000 0.08% of portfolio
2,654
Q2 2025 Reduced 10.88%
$0
$207,000 0.08% of portfolio
1,494
Q2 2025 New
$0
$214,000 0.08% of portfolio
5,075
Q2 2025 New
$3.51B
$229,000 0.08% of portfolio
10,500
Q2 2022 Reduced 7.08%
$0
$201,000 0.07% of portfolio
2,146
Q2 2025 Added 0.42%

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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