True Wealth Financial Partners Portfolio Holdings by Sector
True Wealth Financial Partners
- $194 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO VBR VEA VWO VGSH BND VDE VNQ 21 stocks |
$188,573
97.25% of portfolio
|
8
|
11
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$3,596
1.85% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA 2 stocks |
$1,739
0.9% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|