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Truewealth Financial Partners - Q1 2026 13F Filings

TR

Truewealth Financial Partners

CIK: 0001908108
Address: Washington Bellevue 915 118Th Ave Se Suite 140
$250.88 M
Portfolio Value
66
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 05/20/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. VOO Vanguard S&P 500 Etf
+$47.42 M
2. VBR Vanguard Small Cap Value Etf
+$20.58 M
3. VEA Vanguard Ftse Developed Markets Etf
+$18.35 M
4. VGSH Vanguard Short-Term Treasury Etf
+$15.3 M
5. MSFT Microsoft Corporation
+$15.14 M

Top Sells

Q1 2026
1. SPIB State Street Spdr Portfolio Intermediate Term Corporate Bond Etf
−$12.87 M
2. FMB First Trust Managed Municipal Etf
−$12.72 M
3. DFAX Dimensional World Ex Us Core Equity 2 Etf
−$8.18 M
4. DFAC Dimensional Us Core Equity 2 Etf
−$6.44 M
5. SPTM Spdr Portfolio S&P 1500 Composite Stock Market Etf
−$6.31 M

Asset Allocation

Stocks/ETFs
+107.19%
$250.88 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Truewealth Financial Partners Q1 2026 Filing Summary

Truewealth Financial Partners filed its 13F report for Q1 2026 on May 20, 2026. The portfolio totaled 250.88 M reflecting a +107.19% change from the prior quarter, spanning 66 assets. The top 10 holdings comprised 71.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 61 new positions and 45 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Truewealth Financial Partners’s Q1 2026 Filing

Truewealth Financial Partners submitted their Form 13F-HR for the Q1 2026 period on 05/20/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Truewealth Financial Partners reported a managed portfolio value of 250.88 M, consisting of 66 individual positions.

This page displays the raw filing documents. To see which stocks Truewealth Financial Partners bought or sold during Q1 2026, please visit Truewealth Financial Partners's Portfolio Analysis page.