Truewealth Financial Partners Top Holdings and 13F Report (2025) About Truewealth Financial PartnersInvestment ActivityTruewealth Financial Partners has $161.18 million in total holdings as of December 31, 2024.Truewealth Financial Partners owns shares of 19 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 1.29% of the portfolio was purchased this quarter.About 0.13% of the portfolio was sold this quarter.This quarter, Truewealth Financial Partners has purchased 18 new stocks and bought additional shares in 9 stocks.Truewealth Financial Partners sold shares of 4 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Small-Cap Value ETF $16,909,001Vanguard S&P 500 ETF $16,069,630Vanguard FTSE Emerging Markets ETF $16,013,369Vanguard Mid-Cap ETF $15,787,777Vanguard Energy ETF $14,629,899 Largest New Holdings this Quarter Vanguard Short-Term Treasury Index ETF $1,049,102 Holding Largest Purchases this Quarter Vanguard Short-Term Treasury Index ETF 18,032 shares (about $1.05M)Vanguard Small-Cap Value ETF 1,353 shares (about $268.14K)Vanguard Mid-Cap ETF 591 shares (about $156.10K)Vanguard FTSE Emerging Markets ETF 3,296 shares (about $145.16K)Vanguard Total International Bond ETF 2,465 shares (about $120.91K) Largest Sales this Quarter Vanguard Energy ETF 1,408 shares (about $170.80K)Vanguard S&P 500 ETF 38 shares (about $20.47K)iShares Core 1-5 Year USD Bond ETF 367 shares (about $17.53K)Vanguard Short-Term Inflation-Protected Securities ETF 149 shares (about $7.21K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTruewealth Financial Partners Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVBRVanguard Small-Cap Value ETF$16,909,001$268,139 ▲1.6%85,32110.5%ETFVOOVanguard S&P 500 ETF$16,069,630$20,475 ▼-0.1%29,82410.0%ETFVWOVanguard FTSE Emerging Markets ETF$16,013,369$145,156 ▲0.9%363,6099.9%ETFVOVanguard Mid-Cap ETF$15,787,777$156,100 ▲1.0%59,7739.8%ETFVDEVanguard Energy ETF$14,629,899$170,805 ▼-1.2%120,5999.1%ETFVNQVanguard Real Estate ETF$14,443,444$100,215 ▲0.7%162,1409.0%ETFVEUVanguard FTSE All-World ex-US ETF$14,393,560$64,070 ▲0.4%250,7158.9%ETFVAWVanguard Materials ETF$14,135,364$58,794 ▲0.4%75,2528.8%ETFBIVVanguard Intermediate-Term Bond ETF$9,389,429$87,359 ▲0.9%125,6455.8%ETFBNDXVanguard Total International Bond ETF$9,063,912$120,908 ▲1.4%184,7895.6%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$8,939,498$7,215 ▼-0.1%184,6245.5%ManufacturingMSFTMicrosoft$2,665,4600.0%6,3241.7%Computer and TechnologyISTBiShares Core 1-5 Year USD Bond ETF$2,000,083$17,532 ▼-0.9%41,8691.2%ManufacturingVUSBVanguard Ultra-Short Bond ETF$1,918,9050.0%38,6721.2%ETFSPYSPDR S&P 500 ETF Trust$1,792,8190.0%3,0591.1%FinanceAAPLApple$1,304,6890.0%5,2100.8%Computer and TechnologyVGSHVanguard Short-Term Treasury Index ETF$1,049,102$1,049,102 ▲New Holding18,0320.7%ETFVTVanguard Total World Stock ETF$340,808$29,252 ▲9.4%2,9010.2%ETFBABAAlibaba Group$331,3150.0%3,9070.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
