account_balance
Investment manager · 13F filer · SEC CIK 1817714
TrueWealth Advisors, LLC
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Reported value$445Mas of Sep 30, 2026
Positions240 17 new, 12 sold out
Top 10 weight40.0%GRNY alone is 9%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
GRNYTidal Trust I
9.0%
CGMSCapital GRP Fixed Incm ETF T
4.9%Added +4%
DBEFDBX ETF Tr
4.4%
FBNDFidelity Merrimack STR Tr
4.2%Trimmed −31%
SPYSPDR S&P 500 ETF Trust
3.2%Trimmed −45%
SPYVSPDR Series Trust
3.1%Added +4%
SPYMSPDR Series Trust
3.1%Added +494%
DRSKETF Ser Solutions
3.0%Added +3%
SDVYFirst Tr Exchange Traded Fd
2.6%Added +4%
GRNJTidal Trust III
2.5%Added +3%
FRDMEa Series Trust
2.2%−3%
PSDMPgim ETF Tr
2.2%New
GRNYTidal Trust I
9.0%
CGMSCapital GRP Fixed Incm ETF T
4.9%+4%
DBEFDBX ETF Tr
4.4%
FBNDFidelity Merrimack STR Tr
4.2%−31%
SPYSPDR S&P 500 ETF Trust
3.2%−45%
SPYVSPDR Series Trust
3.1%
SPYMSPDR Series Trust
3.1%
DRSKETF Ser Solutions
3.0%
SDVYFirst Tr Exchange Traded Fd
2.6%
GRNJ2.5%
FRDM2.2%
PSDM2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GRNY Tidal Trust I 9.0% Held
CGMS Capital GRP Fixed Incm ETF T 4.9% Added +4%
DBEF DBX ETF Tr 4.4% Held
FBND Fidelity Merrimack STR Tr 4.2% Trimmed −31%
SPY SPDR S&P 500 ETF Trust 3.2% Trimmed −45%SPYV SPDR Series Trust 3.1% Added +4%
SPYM SPDR Series Trust 3.1% Added +494%
DRSK ETF Ser Solutions 3.0% Added +3%
SDVY First Tr Exchange Traded Fd 2.6% Added +4%
GRNJ Tidal Trust III 2.5% Added +3%
FRDM Ea Series Trust 2.2% Trimmed −3%
PSDM Pgim ETF Tr 2.2% New
What changed
Biggest moves since Jun 30, 2026
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