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 Market Cap. of $10 Billions to $200 Billions
