True Wealth Financial Partners has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $179 Million distributed in 26 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 $28.2M, Vanguard Small Cap Value ETF with a value of $17.3M, Vanguard Ftse Emerging Mkts Et with a value of $15.8M, Vanguard Mid Cap ETF with a value of $13.8M, and Vanguard Energy ETF with a value of $12.8M.

Examining the 13F form we can see an increase of $15.8M in the current position value, from $164M to 179M.

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

Portfolio value $179 Million
ETFs: $174 Million
Technology: $3.93 Million
Consumer Cyclical: $1.41 Million

Stock Holdings Table Market Cap. of $200 Billions or more

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

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $179 Million
  • Prior Value $164 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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