True Wealth Financial Partners Portfolio Holdings

True Wealth Financial Partners

  • $164 Million
  • Q1 2025

True Wealth Financial Partners has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $164 Million distributed in 23 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 $19.2M, Vanguard Small Cap Value ETF with a value of $16M, Vanguard Ftse Emerging Mkts Et with a value of $15.8M, Vanguard Energy ETF with a value of $14.9M, and Vanguard Mid Cap ETF with a value of $14.2M.

Examining the 13F form we can see an increase of $4.26M in the current position value, from $159M to 164M.

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

Portfolio value $164 Million
ETFs: $160 Million
Technology: $2.84 Million
Consumer Cyclical: $517,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $164 Million
  • Prior Value $159 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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