True Wealth Financial Partners Portfolio Holdings

True Wealth Financial Partners

  • $179 Million
  • Q2 2025

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
$3.95T
$3.45 Million 1.93% of portfolio
6,944
Q2 2025 Added 10.68%
$2.26T
$925,000 0.52% of portfolio
4,217
Q2 2025 New
$324B
$486,000 0.27% of portfolio
4,286
Q2 2025 Added 9.53%
$3.69T
$474,000 0.26% of portfolio
2,312
Q2 2025 Added 6.25%

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
Track This Portfolio

Track True Wealth Financial Partners Portfolio

Follow True Wealth Financial Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Financial Partners, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Financial Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email