TrueWealth Financial Partners: summary

TrueWealth Financial Partners reported 28 positions with a reported value of $242.00M in its 13F for Q2 2026. Compared with Q1 2026: 0 new positions, 38 exited.

Top positions

• VANGUARD S&P 500 ETF
• VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF
• VANGUARD FTSE DEVELOPED MARKETS ETF
• VANGUARD FTSE EMERGING MARKETS ETF
• VANGUARD SHORT-TERM TREASURY ETF
• VANGUARD TOTAL BOND MARKET ETF
• MICROSOFT CORP COM
• VANGUARD ENERGY ETF
• VANGUARD REAL ESTATE ETF
• VANGUARD HEALTH CARE ETF