Truewealth Financial Partners Portfolio Stock Holdings
Truewealth Financial Partners disclosed 66 stock positions valued at approximately $250.9 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, VANGUARD INDEX FDS, and VANGUARD TAX-MANAGED FDS. The filing reflects positions held as of March 31, 2026 and was filed on May 20, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 66
- Portfolio Value
- $250.9M
Holdings by Sector
Truewealth Financial Partners Portfolio Holdings in Q1 2026
72 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 18.83% | 79,356 | +79,356 | +100.00% | $47,419,127 |
| VANGUARD INDEX FDS | VBR | Other | 8.17% | 94,707 | +94,707 | +100.00% | $20,575,177 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 7.29% | 286,411 | +286,411 | +100.00% | $18,353,242 |
| MICROSOFT CORP | MSFT | Technology | 6.13% | 393,850 | +40,893 | +11.59% | $15,435,440 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 6.08% | 261,409 | +261,409 | +100.00% | $15,302,886 |
| VANGUARD WORLD FD | VDE | Other | 5.84% | 84,984 | +84,984 | +100.00% | $14,705,705 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 5.71% | 265,886 | +265,886 | +100.00% | $14,371,058 |
| VANGUARD BD INDEX FDS | BND | Other | 5.59% | 191,281 | +191,281 | +100.00% | $14,085,899 |
| VANGUARD INDEX FDS | VNQ | Other | 4.04% | 114,788 | +114,788 | +100.00% | $10,181,631 |
| VANGUARD WORLD FD | VHT | Other | 3.96% | 36,638 | +36,638 | +100.00% | $9,977,634 |
| VANGUARD WORLD FD | VDC | Other | 3.84% | 43,086 | +43,086 | +100.00% | $9,676,686 |
| VANGUARD INDEX FDS | VO | Other | 3.83% | 33,597 | +33,597 | +100.00% | $9,648,303 |
| VANGUARD MALVERN FDS | VTIP | Other | 3.21% | 161,930 | +161,930 | +100.00% | $8,088,398 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.13% | 503,757 | +25,223 | +5.27% | $5,352,857 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 1.59% | 53,320 | +53,320 | +100.00% | $4,004,336 |
| APPLE INC | AAPL | Technology | 1.53% | 15,158 | +15,158 | +100.00% | $3,846,950 |
| VANGUARD WORLD FD | VAW | Other | 1.03% | 11,549 | +11,549 | +100.00% | $2,602,476 |
| ALPHABET INC | GOOG | Communication Services | 0.91% | 361,103 | +6,944 | +1.96% | $2,294,027 |
| VANGUARD BD INDEX FDS | VUSB | Other | 0.81% | 40,967 | +40,967 | +100.00% | $2,039,542 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.79% | 3,059 | +3,059 | +100.00% | $1,989,390 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.53% | 17,184 | +17,184 | +100.00% | $1,326,246 |
| NVIDIA CORPORATION | NVDA | Technology | 0.44% | 6,296 | +6,296 | +100.00% | $1,098,023 |
| ISHARES TR | IEFA | Other | 0.42% | 11,632 | +11,632 | +100.00% | $1,052,955 |
| ALPHABET INC | GOOGL | Communication Services | 0.35% | 3,099 | +3,099 | +100.00% | $891,150 |
| ISHARES INC | IEMG | Other | 0.33% | 12,036 | +12,036 | +100.00% | $839,484 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.33% | 17,378 | +17,378 | +100.00% | $835,027 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.32% | 808 | +808 | +100.00% | $805,114 |
| ISHARES TR | QUAL | Other | 0.30% | 3,887 | +3,887 | +100.00% | $745,561 |
| ISHARES TR | IUSG | Other | 0.29% | 4,667 | +4,667 | +100.00% | $723,896 |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 0.29% | 7,657 | +7,657 | +100.00% | $717,768 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.28% | 5,046 | +5,046 | +100.00% | $697,964 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.26% | 1,938 | +1,938 | +100.00% | $654,947 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 0.24% | 4,744 | +4,744 | +100.00% | $595,216 |
| ISHARES TR | IUSV | Other | 0.23% | 5,659 | +5,659 | +100.00% | $578,641 |
| VANGUARD BD INDEX FDS | BLV | Other | 0.23% | 8,289 | +8,289 | +100.00% | $570,142 |
| META PLATFORMS INC | META | Communication Services | 0.20% | 118,409 | +21,033 | +21.60% | $514,134 |
| INTUIT | INTU | Technology | 0.19% | 1,090 | +1,090 | +100.00% | $471,295 |
| ASML HLDG NV | ASML | Other | 0.18% | 119,136 | +12,358 | +11.57% | $446,330 |
| ISHARES TR | IVV | Other | 0.16% | 634 | +634 | +100.00% | $414,135 |
| VANGUARD INDEX FDS | VTI | Other | 0.16% | 1,288 | +640 | +98.77% | $413,201 |
| ISHARES TR | GOVT | Other | 0.16% | 17,909 | +17,909 | +100.00% | $410,294 |
| BROADCOM INC | AVGO | Technology | 0.15% | 1,203 | +1,203 | +100.00% | $372,341 |
| ELI LILLY & CO | LLY | Healthcare | 0.14% | 395 | +170 | +75.56% | $363,307 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 0.14% | 3,237 | +3,237 | +100.00% | $355,066 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.13% | 175,973 | -23,452 | -11.76% | $338,007 |
| BOEING CO | BA | Industrials | 0.13% | 1,678 | +1,678 | +100.00% | $333,972 |
| ISHARES TR | IJR | Other | 0.13% | 2,590 | +2,590 | +100.00% | $321,963 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.13% | 3,544 | +3,544 | +100.00% | $317,507 |
| ISHARES TR | ISTB | Other | 0.13% | 6,524 | +6,524 | +100.00% | $316,152 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.13% | 657 | +657 | +100.00% | $314,832 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.12% | 1,060 | +1,060 | +100.00% | $311,809 |
| VISA INC | V | Financial Services | 0.11% | 938 | +938 | +100.00% | $283,499 |
| ISHARES TR | IGF | Other | 0.10% | 3,942 | +3,942 | +100.00% | $264,114 |
| ISHARES TR | MBB | Other | 0.10% | 2,679 | -4,963 | -64.94% | $254,371 |
| ISHARES TR | IVE | Other | 0.10% | 1,156 | +1,156 | +100.00% | $244,089 |
| SHELL PLC | SHEL | Energy | 0.09% | 2,450 | +2,450 | +100.00% | $227,850 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.09% | 2,895 | +2,895 | +100.00% | $226,997 |
| NOVARTIS AG | NVS | Healthcare | 0.09% | 1,452 | +1,452 | +100.00% | $221,797 |
| NETFLIX INC. | NFLX | Communication Services | 0.09% | 2,275 | +2,275 | +100.00% | $218,744 |
| WALMART INC | WMT | Consumer Defensive | 0.09% | 1,748 | +1,748 | +100.00% | $217,242 |
| HSBC HLDGS PLC | HSBC | Financial Services | 0.09% | 2,621 | +2,621 | +100.00% | $216,207 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.09% | 884 | +884 | +100.00% | $216,084 |
| ISHARES TR | IVW | Other | 0.08% | 1,883 | +1,883 | +100.00% | $212,985 |
| INVESCO ACTVELY MNGD ETC FD | PDBC | Other | 0.08% | 12,119 | +12,119 | +100.00% | $209,898 |
| ROYAL BK CDA | RY | Financial Services | 0.08% | 1,291 | +1,291 | +100.00% | $208,859 |
| BLACKROCK ETF TRUST | DYNF | Other | 0.08% | 3,487 | +3,487 | +100.00% | $202,873 |
| TRANSDIGM GROUP INC | TDG | Industrials | 0.05% | 106,544 | +2,650 | +2.55% | $123,480 |
| TRANSUNION COM | TRU | Financial Services | 0.02% | 817,828 | +266,675 | +48.38% | $56,586 |
| ILLUMINA INC COM | ILMN | Healthcare | 0.01% | 306,460 | -67,700 | -18.09% | $37,774 |
| LIVE NATION ENTERTAINMENT IN | LYV | Communication Services | 0.01% | 234,765 | -21,093 | -8.24% | $35,804 |
| CHARTER COMMUNICATIONS INC N | CHTR | Communication Services | 0.01% | 153,725 | - | - | $33,186 |
| CCC INTELLIGENT SOLUTION HOLDINGS INC | CCCS | Technology | 0.01% | 5,413,036 | +608,000 | +12.65% | $32,478 |