TrueWealth Financial Partners reported 28 holdings worth US$242M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
TrueWealth Financial Partners reported 28 holdings worth US$242M as of Jun 30, 2026. Largest: Microsoft Corp., Alphabet Inc (google) Class C and Amazon.com, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 28
- Value as reported
- US$242M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Microsoft Corp. | 34,294 | US$12.8M | 5.3% |
| Alphabet Inc (google) Class C | 5,132 | US$1.83M | 0.76% |
| Amazon.com, Inc. | 5,162 | US$1.23M | 0.51% |
| Nvidia Corporation | 4,511 | US$903K | 0.37% |
| Apple Inc | 1,799 | US$521K | 0.22% |
| Visa Inc. | 1,053 | US$361K | 0.15% |
| Eli Lilly And Company | 0 | US$0 | 0.00% |
| Hsbc Holdings Plc | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Johnson & Johnson | 0 | US$0 | 0.00% |
| Jp Morgan Chase & Co. | 0 | US$0 | 0.00% |
| Mastercard Incorporated | 0 | US$0 | 0.00% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| Novartis Ag | 0 | US$0 | 0.00% |
| Royal Bank Of Canada | 0 | US$0 | 0.00% |
| Shell Plc | 0 | US$0 | 0.00% |
| Starbucks Corporation | 0 | US$0 | 0.00% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 0 | US$0 | 0.00% |
| Walmart Inc. | 0 | US$0 | 0.00% |
| Asml Holding Nv | 0 | US$0 | 0.00% |
| Berkshire Hathaway Inc. | 0 | US$0 | 0.00% |
| Boeing Company (the) | 0 | US$0 | 0.00% |
| Broadcom Inc. | 0 | US$0 | 0.00% |
| Costco Wholesale Corporation | 0 | US$0 | 0.00% |