Fund HoldingsTrueWealth Advisors, LLC

Total Portfolio Value
$443.55M
Total Bought
$116.44M
Total Sold
$96.69M
Net Transaction
+$19.75M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
TIDAL TRUST I01,437,336+1,437,336039,7428.96%+39,742
SPDR SERIES TRUST
ST STR P500VAL
0217,901+217,901013,2462.99%+13,246
TIDAL TRUST III
FUND GRA MID ETF
0371,143+371,143011,6692.63%+11,669
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
0263,690+263,69006,5611.48%+6,561
STATE STR SPDR S&P 500 ETF T(SPY)034,396+34,396025,6865.79%+25,686
INVESCO QQQ TR019,212+19,212014,1483.19%+14,148
EA SERIES TRUST
FREEDOM 100 EM
140,610144,903+4,2937,68410,5632.38%+2,879
SPDR SERIES TRUST
ST STR P500ETF
025,786+25,78602,2660.51%+2,266
DBX ETF TR347,913353,927+6,01417,18719,3354.36%+2,148
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
048,188+48,18801,7600.40%+1,760
SPDR SERIES TRUST
ST STR AGGRE ETF
062,658+62,65801,5990.36%+1,599
SPDR SERIES TRUST
ST INTER BD ETF
047,372+47,37201,5850.36%+1,585
CAPITAL GRP FIXED INCM ETF T
MUN INM ETF
053,363+53,36301,4660.33%+1,466
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
266,637277,141+10,50410,51411,9562.70%+1,442
UNIFIED SER TR
ONEASCENT LARGE
0132,384+132,38405,4321.22%+5,432
DELL TECHNOLOGIES INC(DELL)03,206+3,20601,3830.31%+1,383
CALAMOS ETF TR
AUTOC INCOM ETF
046,942+46,94201,2770.29%+1,277
MICRON TECHNOLOGY INC(MU)01,310+1,31001,5120.34%+1,512
SELECT SECTOR SPDR TR
ST STR ENERG ETF
017,590+17,59009340.21%+934
SELECT SECTOR SPDR TR
ST STR TECHN ETF
04,799+4,79909140.21%+914
SERVISFIRST BANCSHARES INC(SFBS)65,46365,46304,7685,6791.28%+911
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
47,20250,754+3,5523,2234,1140.93%+891
PACER FDS TR
ARIST HIGH ETF
017,129+17,12907990.18%+799
UNIFIED SER TR
ONEASCENT INTL
35,97648,845+12,8691,5492,3360.53%+787
ETF SER SOLUTIONS
APTUS DEFINED
468,957472,862+3,90512,81713,5953.06%+778
INNOVATIVE INDL PPTYS INC(IIPR)75,29072,865-2,4253,7774,5161.02%+740
HEICO CORP NEW015,232+15,23203,9290.89%+3,929
CARPENTER TECHNOLOGY CORP(CRS)2,7532,789+361,0851,7200.39%+635
SELECT SECTOR SPDR TR
ST STR UTIL ETF
013,918+13,91806310.14%+631
SPDR SERIES TRUST
ST TERM HIGH ETF
025,005+25,00506260.14%+626
STATE STR SPDR DOW JONES IND(DIA)8,2288,403+1753,8114,3900.99%+578
COREWEAVE INC(CRWV)05,657+5,65705630.13%+563
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0982+98209480.21%+948
FIDELITY MERRIMACK STR TR604,293616,590+12,29727,56828,0496.32%+481
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
51,46160,800+9,3391,3151,7880.40%+473
ETF SER SOLUTIONS
APTUS COLLRD INV
0126,503+126,50305,8371.32%+5,837
ADVANCED MICRO DEVICES INC(AMD)01,198+1,19806960.16%+696
ISHARES TR1,4721,856+3849621,3900.31%+428
GLOBE LIFE INC11,92711,682-2451,6602,0870.47%+427
FIRST TR EXCHANGE-TRADED ALP
COM SHS
4,7255,805+1,0807511,1610.26%+410
MARRIOTT INTL INC NEW(MAR)01,085+1,08504020.09%+402
FIDELITY COVINGTON TRUST
ENHANCED INTL
34,21341,721+7,5081,2731,6740.38%+402
ISHARES TR
INTL DIV GRWTH
88,30188,626+3257,3977,7931.76%+396
APPLIED DIGITAL CORP010,215+10,21503810.09%+381
PACER FDS TR
US SM CAP CA ETF
07,408+7,40803750.08%+375
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
06,286+6,28601,9050.43%+1,905
FIDELITY COVINGTON TRUST
ENH MID COR ETF
08,936+8,93603630.08%+363
GE VERNOVA INC(GEV)1,0701,099+299341,2910.29%+357
BANK OF AMER CORP12,57316,775+4,2026139560.22%+343
CAPITAL GRP FIXED INCM ETF T
SHOR DUR MUN ETF
012,978+12,97803420.08%+342
APPLE INC(AAPL)011,199+11,19903,2400.73%+3,240
INTEL CORP(INTC)02,431+2,43103390.08%+339
SELECT SECTOR SPDR TR
ST STR INDL ETF
01,831+1,83103390.08%+339
SELECT SECTOR SPDR TR
ST STR CARE ETF
02,061+2,06103270.07%+327
FIRST TR EXCHANGE-TRADED FD06,652+6,65203240.07%+324
GOLDMAN SACHS GROUP INC(GS)0317+31703210.07%+321
ISHARES TR03,825+3,82509650.22%+965
NORTHERN LTS FD TR IV
INSPIRE CORP BD
110,273123,684+13,4112,6312,9400.66%+309
AMAZON COM INC(AMZN)010,137+10,13702,4160.54%+2,416
ELI LILLY & CO(LLY)01,086+1,08601,3020.29%+1,302
DBX ETF TR045,712+45,71201,8770.42%+1,877
CELESTICA INC(CLS)3,1473,194+478861,1650.26%+279
CAPITAL GRP FIXED INCM ETF T
US MULTI-SECTOR
788,795796,067+7,27221,47921,7574.91%+278
ISHARES U S ETF TR
SHOR DURA BD ETF
05,453+5,45302760.06%+276
TESLA INC(TSLA)04,545+4,54501,9120.43%+1,912
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
2,7953,782+9875368050.18%+268
FIRST TR EXCHANGE TRADED FD
NASDAQ BUYWRITE
012,078+12,07802670.06%+267
QUANTA SVCS INC1,2991,361+627139800.22%+267
FIRST TR EXCHANGE TRADED FD
BUYWRIT INCM ETF
011,136+11,13602660.06%+266
FIRST TR EXCHNG TRADED FD VI
MULTI STRATEGY
09,581+9,58102300.05%+230
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
043,088+43,08802,6480.60%+2,648
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
9,8919,940+491,0961,3240.30%+229
PACER FDS TR
DATA & DIGI REVO
02,134+2,13402280.05%+228
CATERPILLAR INC(CAT)795740-555637880.18%+225
SCHWAB STRATEGIC TR164,089165,674+1,5855,0345,2541.18%+219
CITIGROUP INC(C)7,2257,387+1628191,0340.23%+215
ISHARES TR01,442+1,44202140.05%+214
CISCO SYS INC(CSCO)06,662+6,66207830.18%+783
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
06,791+6,79106100.14%+610
VANGUARD SPECIALIZED FUNDS09,766+9,76602,3110.52%+2,311
GOLDMAN SACHS ETF TR02,206+2,20602080.05%+208
ISHARES TR01,266+1,26602080.05%+208
VISA INC(V)0597+59702050.05%+205
RBB FD INC
F/M US TREASURY
9,78513,794+4,0094886880.16%+200
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
09,640+9,64001,1070.25%+1,107
SCHWAB STRATEGIC TR042,993+42,99301,4550.33%+1,455
NVIDIA CORPORATION(NVDA)08,469+8,46901,6950.38%+1,695
TIMOTHY PLAN019,147+19,14709190.21%+919
SIMON PPTY GROUP INC NEW(SPG)05,060+5,06001,1320.26%+1,132
M & T BK CORP(MTB)4,3554,566+2119001,0870.25%+186
CSX CORP(CSX)24,03724,679+6429871,1730.26%+186
TRANE TECHNOLOGIES PLC(TT)1,9492,024+758129940.22%+182
ABBVIE INC(ABBV)2,6122,974+3625687480.17%+180
VANGUARD INDEX FDS019,911+19,91101,6040.36%+1,604
INTERNATIONAL BUSINESS MACHS(IBM)04,372+4,37201,2290.28%+1,229
FIRST TR EXCHANGE-TRADED FD
TECH ALPHADEX
02,853+2,85306200.14%+620
ALPHABET INC(GOOG)02,824+2,82401,0090.23%+1,009
JOHNSON CONTROLS INTERNATION
SHS
7,9848,119+1351,0461,1860.27%+141
VANGUARD WORLD FD
INF TECH ETF
04,192+4,19205010.11%+501
VANGUARD WORLD FD03,518+3,51809630.22%+963
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