Truewealth Financial Partners
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$250.9M
Q ending 2026-03-31
Prior quarter
$121.1M
Q ending 2025-12-31
Change
+107.2% QoQ · +51.5% YoY
Positions
66
reported holdings
Largest positions
All 66 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $47.4M | 79K |
| Vanguard Index Fds | VBR | Shares | $20.6M | 95K |
| Vanguard Tax-Managed Fds | VEA | Shares | $18.4M | 286K |
| Microsoft Corp | MSFT | Shares | $15.3M | 41K |
| Vanguard Scottsdale Fds | VGSH | Shares | $15.3M | 261K |
| Vanguard World Fd | VDE | Shares | $14.7M | 85K |
| Vanguard Intl Equity Index F | VWO | Shares | $14.4M | 266K |
| Vanguard Bd Index Fds | BND | Shares | $14.1M | 191K |
| Vanguard Index Fds | VNQ | Shares | $10.2M | 115K |
| Vanguard World Fd | VHT | Shares | $10.0M | 37K |
| Vanguard World Fd | VDC | Shares | $9.7M | 43K |
| Vanguard Index Fds | VO | Shares | $9.6M | 34K |
| Vanguard Malvern Fds | VTIP | Shares | $8.1M | 162K |
| Amazon Com Inc | AMZN | Shares | $5.3M | 25K |
| Vanguard Intl Equity Index F | VEU | Shares | $4.0M | 53K |
| Apple Inc | AAPL | Shares | $3.8M | 15K |
| Vanguard World Fd | VAW | Shares | $2.6M | 12K |
| Alphabet Inc | GOOG | Shares | $2.2M | 8K |
| Vanguard Bd Index Fds | VUSB | Shares | $2.0M | 41K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.0M | 3K |
| Vanguard Bd Index Fds | BIV | Shares | $1.3M | 17K |
| Nvidia Corporation | NVDA | Shares | $1.1M | 6K |
| Ishares Tr | IEFA | Shares | $1.1M | 12K |
| Alphabet Inc | GOOGL | Shares | $891K | 3K |
| Ishares Inc | IEMG | Shares | $839K | 12K |
| Vanguard Charlotte Fds | BNDX | Shares | $835K | 17K |
| Costco Wholesale Corporation | COST | Shares | $805K | 808 |
| Ishares Tr | QUAL | Shares | $746K | 4K |
| Ishares Tr | IUSG | Shares | $724K | 5K |
| Vanguard Scottsdale Fds | VONV | Shares | $718K | 8K |
| Vanguard Intl Equity Index F | VT | Shares | $698K | 5K |
| Taiwan Semiconductor Manufac | TSM | Shares | $655K | 2K |
| Alibaba Group Hldg Ltd | BABA | Shares | $595K | 5K |
| Ishares Tr | IUSV | Shares | $579K | 6K |
| Vanguard Bd Index Fds | BLV | Shares | $570K | 8K |
| Intuit | INTU | Shares | $471K | 1K |
| Meta Platforms Inc | META | Shares | $447K | 781 |
| Ishares Tr | IVV | Shares | $414K | 634 |
| Vanguard Index Fds | VTI | Shares | $413K | 1K |
| Ishares Tr | GOVT | Shares | $410K | 18K |
| Broadcom Inc | AVGO | Shares | $372K | 1K |
| Eli Lilly & Co | LLY | Shares | $363K | 395 |
| Vanguard Scottsdale Fds | VONG | Shares | $355K | 3K |
| Boeing Co | BA | Shares | $334K | 2K |
| Ishares Tr | IJR | Shares | $322K | 3K |
| Starbucks Corp | SBUX | Shares | $318K | 4K |
| Ishares Tr | ISTB | Shares | $316K | 7K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $315K | 657 |
| Jpmorgan Chase & Co | JPM | Shares | $312K | 1K |
| Asml Hldg Nv | Shares | $289K | 219 | |
| Visa Inc | V | Shares | $283K | 938 |
| Ishares Tr | IGF | Shares | $264K | 4K |
| Ishares Tr | MBB | Shares | $254K | 3K |
| Mastercard Incorporated | MA | Shares | $250K | 501 |
| Ishares Tr | IVE | Shares | $244K | 1K |
| Shell Plc | SHEL | Shares | $228K | 2K |
| Vanguard Bd Index Fds | BSV | Shares | $227K | 3K |
| Novartis Ag | NVS | Shares | $222K | 1K |
| Netflix Inc. | NFLX | Shares | $219K | 2K |
| Walmart Inc | WMT | Shares | $217K | 2K |
| Hsbc Hldgs Plc | HSBC | Shares | $216K | 3K |
| Johnson & Johnson | JNJ | Shares | $216K | 884 |
| Ishares Tr | IVW | Shares | $213K | 2K |
| Invesco Actvely Mngd Etc Fd | PDBC | Shares | $210K | 12K |
| Royal Bk Cda | RY | Shares | $209K | 1K |
| Blackrock Etf Trust | DYNF | Shares | $203K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.