TrueWealth Advisors, LLC
Annual return '25
+13.2%
SPY '25
+17.7%
Alpha
-4.5ptsvs SPY
Invested
$397.6M
Holdings
232
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GRNY
TIDAL TRUST I
Q1 2026: New position (25.9k shares)
8.5%
02
$FBND
FIDELITY MERRIMACK STR TR
Q1 2026: New position (5.8k shares)
6.9%
03
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Increased +21.2% (35.9k → 43.6k shares)
5.7%
04
$CGMS
CAPITAL GRP FIXED INCM ETF T
Q4 2025: Exited (was 799.0k shares)
5.4%
05
$DBEF
DBX ETF TR
Q4 2025: Exited (was 325.0k shares)
4.3%
06
$DRSK
ETF SER SOLUTIONS
Q4 2025: Exited (was 402.4k shares)
3.2%
07
$SPYV
SPDR SERIES TRUST
Held since at least Q1 2024
2.9%
08
$NDQ
INVESCO QQQ TR
Q1 2026: Sold 88.9% (14.5k → 1.6k shares)
2.8%
09
$SDVY
FIRST TR EXCHANGE TRADED FD
Q4 2025: Exited (was 264.0k shares)
2.6%
10
$GRNJ
TIDAL TRUST III
Held since at least Q1 2024
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:41 UTC.