True Wealth Financial Partners Portfolio Holdings by Sector
True Wealth Financial Partners
- $179 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO VBR VWO VO VDE VNQ VEU VTIP 21 stocks |
$173,956
97.02% of portfolio
|
10
|
10
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$3,454
1.93% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA 2 stocks |
$1,411
0.79% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$474
0.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|