Holdings
TrueWealth Advisors, LLC
As of Sep 30, 2026, TrueWealth Advisors, LLC reported 95 positions worth US$88.9M. Largest: Servisfirst Bancshares, Inc., Apple Inc and Innovative Industrial Properties, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Servisfirst Bancshares, Inc. | 131K | US$5.23M | +65,463 | Sep 30, 2026 |
| Apple Inc | 11,139 | US$3.71M | −60 | Sep 30, 2026 |
| Innovative Industrial Properties, Inc. | 67,142 | US$3.54M | −5,723 | Sep 30, 2026 |
| Heico Corporation | 15,232 | US$3.48M | no change | Sep 30, 2026 |
| Southern Company (the) | 40,535 | US$3.36M | +46 | Sep 30, 2026 |
| Microsoft Corp. | 5,242 | US$2.69M | +1 | Sep 30, 2026 |
| Chevron Corporation | 12,966 | US$2.65M | +2,331 | Sep 30, 2026 |
| Amazon.com, Inc. | 10,504 | US$2.62M | +367 | Sep 30, 2026 |
| Nvidia Corporation | 11,365 | US$2.6M | +2,896 | Sep 30, 2026 |
| Walmart Inc. | 22,393 | US$2.33M | +677 | Sep 30, 2026 |