Truewealth Advisors
$444M 13F equity value
248 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Truewealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GRNY | TIDAL TRUST I | 1,437,336 | $40M | 9.0% |
| FBND | FIDELITY MERRIMACK STR TR | 616,590 | $28M | 6.3% |
| SPY | STATE STR SPDR S&P 500 ETF T | 34,396 | $26M | 5.8% |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 796,067 | $22M | 4.9% |
| DBEF | DBX ETF TR | 353,927 | $19M | 4.4% |
| QQQ | INVESCO QQQ TR | 19,212 | $14M | 3.2% |
| DRSK | ETF SER SOLUTIONS | 472,862 | $14M | 3.1% |
| SPYV | SPDR SERIES TRUST | 217,901 | $13M | 3.0% |
| SDVY | FIRST TR EXCHANGE TRADED FD | 277,141 | $12M | 2.7% |
| GRNJ | TIDAL TRUST III | 371,143 | $12M | 2.6% |
Track Truewealth Advisors's 13F portfolio: $444M in reported holdings, 248 positions. Top holdings and quarterly changes on SentiSense.
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