True Wealth Financial Partners Portfolio Holdings
True Wealth Financial Partners
- $143 Million
- Q1 2024
True Wealth Financial Partners has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $143 Million distributed in 18 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap Value ETF with a value of $15.9M, Vanguard Energy ETF with a value of $15.5M, Vanguard Index Fds S&P 500 ETF with a value of $15.2M, Vanguard Materials ETF with a value of $14.5M, and Vanguard Mid Cap ETF with a value of $14.3M.
Examining the 13F form we can see an increase of $10.9M in the current position value, from $132M to 143M.
Below you can find more details about True Wealth Financial Partners portfolio as well as his latest detailed transactions.