Truewealth Financial Partners (CIK: 0001908108) is a financial institution headquartered at 915 118Th Ave Se, Suite 140, Bellevue, Washington 98005. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $121,088,802, comprising 50 distinct securities. Over its filing history, it has submitted 17 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q4 2025 — Top-10 concentration: 56.5%. Quarterly turnover: 76.2%. ▲ 49 new, +0 added, −1 reduced, ×23 exited.

Top Buys

Q4 2025

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

Top Sells

Q4 2025

1. VOO Vanguard S&P 500 Etf

−$44.91 M

2. VBR Vanguard Small Cap Value Etf

−$19.48 M

3. VEA Vanguard Ftse Developed Markets Etf

−$15.82 M

4. VWO Vanguard Ftse Emerging Markets Etf

−$14.72 M

5. VGSH Vanguard Short-Term Treasury Etf

−$14.05 M

Stocks/ETFs

-35.78%

$121.09 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf ETF-SPIB	380,535	$12.87 M	10.63%	▲ 380,535	New Buy
First Trust Managed Municipal Etf ETF-FMB	248,749	$12.72 M	10.50%	▲ 248,749	New Buy
Dimensional World Ex Us Core Equity 2 Etf ETF-DFAX	250,007	$8.18 M	6.76%	▲ 250,007	New Buy
Dimensional Us Core Equity 2 Etf ETF-DFAC	162,753	$6.44 M	5.32%	▲ 162,753	New Buy
Spdr Portfolio S&P 1500 Composite Stock Market Etf ETF-SPTM	76,540	$6.31 M	5.21%	▲ 76,540	New Buy
Nuveen Esg Small-Cap Etf ETF-NUSC	124,591	$5.56 M	4.59%	▲ 124,591	New Buy
Nuveen Esg Large-Cap Growth Etf ETF-NULG	45,689	$4.47 M	3.69%	▲ 45,689	New Buy
First Trust Short Duration Managed Municipal Etf ETF-FSMB	201,726	$4.04 M	3.34%	▲ 201,726	New Buy
Ishares Esg Msci Kld 400 Etf ETF-DSI	30,352	$3.91 M	3.23%	▲ 30,352	New Buy
Capital Group Growth Etf ETF-CGGR	86,835	$3.86 M	3.19%	▲ 86,835	New Buy

View Full List

Truewealth Financial Partners's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Truewealth Financial Partners each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 17 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Truewealth Financial Partners Quarterly 13F Statistics

Discover detailed insights into Truewealth Financial Partners’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Truewealth Financial Partners's All 13F Filings

This section lists all SEC Form 13F filings submitted by Truewealth Financial Partners.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Truewealth Financial Partners 13F Filings, Portfolio & Analysis

Truewealth Financial Partners — Portfolio Overview & Company Profile

Portfolio Summary (Q4 2025)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Historical Portfolio Charts

Truewealth Financial Partners's Portfolio

Truewealth Financial Partners Quarterly 13F Statistics

Truewealth Financial Partners's All 13F Filings

Insider Trading Activity (SEC Form 4)