Fund HoldingsTrueWealth Advisors, LLC

Total Portfolio Value
$337.90M
Total Bought
$44.98M
Total Sold
$17.55M
Net Transaction
+$27.43M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
TIDAL TRUST I960,5601,062,010+101,45017,45824,0867.13%+6,628
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
0236,886+236,88605,8961.74%+5,896
SPDR S&P 500 ETF TR(SPY)036,250+36,250022,3976.63%+22,397
ETF SER SOLUTIONS
APTUS DEFINED
354,175407,274+53,0999,65811,7053.46%+2,047
ETF SER SOLUTIONS
APTUS COLLRD INV
398,008420,489+22,48115,39917,4085.15%+2,009
INVESCO QQQ TR020,652+20,652011,3923.37%+11,392
CAPITAL GRP FIXED INCM ETF T
US MULTI-SECTOR
733,355779,709+46,35420,02121,5366.37%+1,515
INNOVATIVE INDL PPTYS INC(IIPR)43,76061,389+17,6292,3673,3901.00%+1,023
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
120,931138,403+17,4725,5206,3511.88%+831
FIDELITY MERRIMACK STR TR149,562165,338+15,7766,8287,5642.24%+737
HEICO CORP NEW15,23215,23203,2143,9411.17%+728
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
04,868+4,86807030.21%+703
KRATOS DEFENSE & SEC SOLUTIO(KTOS)014,844+14,84406900.20%+690
MICROSOFT CORP(MSFT)05,367+5,36702,6700.79%+2,670
CARPENTER TECHNOLOGY CORP(CRS)02,149+2,14905940.18%+594
ANGLOGOLD ASHANTI PLC(AU)012,003+12,00305470.16%+547
NVIDIA CORPORATION(NVDA)08,831+8,83101,3950.41%+1,395
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
61,34662,395+1,0495,6156,1301.81%+515
STRIDE INC(LRN)03,510+3,51005100.15%+510
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
0263,145+263,14509,2842.75%+9,284
EA SERIES TRUST
FREEDOM 100 EM
134,828128,729-6,0994,7265,2011.54%+475
NATURAL GAS SVCS GROUP INC12,36628,145+15,7792727260.21%+455
ORACLE CORP(ORCL)05,221+5,22101,1420.34%+1,142
UNITEDHEALTH GROUP INC(UNH)01,364+1,36404260.13%+426
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
040,698+40,69801,2940.38%+1,294
ISHARES TR04,686+4,68603880.11%+388
PACER FDS TR
US LRG CP CASH
25,76233,431+7,6697931,1740.35%+381
UNIFIED SER TR
ONEASCENT LARGE
87,52688,691+1,1652,5012,8780.85%+377
CAMECO CORP(CCJ)010,693+10,69307940.23%+794
AXON ENTERPRISE INC(AXON)01,110+1,11009190.27%+919
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
07,784+7,78403420.10%+342
PACER FDS TR
US CASH COWS 100
048,835+48,83502,6910.80%+2,691
PALANTIR TECHNOLOGIES INC(PLTR)8,0067,377-6296761,0060.30%+330
WALMART INC(WMT)013,518+13,51801,3220.39%+1,322
AMAZON COM INC(AMZN)08,704+8,70401,9100.57%+1,910
VISTRA CORP(VST)03,917+3,91707590.22%+759
REGIONS FINANCIAL CORP NEW(RF)030,707+30,70707220.21%+722
ISHARES TR
INTL DIV GRWTH
72,77370,717-2,0565,2725,5791.65%+307
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
07,816+7,81603040.09%+304
FIRST TR EXCHANGE-TRADED FD
CORE INVESTMENT
013,634+13,63402870.08%+287
DBX ETF TR210,796215,188+4,3929,1279,4142.79%+287
ADVISORSHARES TR
ADVISORSHS ETF
8,98512,431+3,4465888700.26%+282
PALO ALTO NETWORKS INC(PANW)1,7232,807+1,0842945740.17%+280
SUPER MICRO COMPUTER INC(SMCI)8,55911,399+2,8402935590.17%+266
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
05,302+5,30202610.08%+261
TESLA INC(TSLA)04,063+4,06301,2910.38%+1,291
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
6,7986,919+1211,3121,5710.47%+259
SPDR SERIES TRUST
ST STR P500ETF
24,80525,866+1,0611,6311,8800.56%+249
BROADCOM INC(AVGO)02,110+2,11005820.17%+582
DBX ETF TR38,57544,940+6,3659861,2280.36%+242
AMERICAN EXPRESS CO(AXP)0758+75802420.07%+242
ISHARES TR03,688+3,68802340.07%+234
SPDR DOW JONES INDL AVERAGE(DIA)07,267+7,26703,2020.95%+3,202
ALPHABET INC(GOOG)01,291+1,29102290.07%+229
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
040,790+40,79002,2190.66%+2,219
CROWDSTRIKE HLDGS INC(CRWD)0430+43002190.06%+219
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
05,075+5,07502140.06%+214
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
01,494+1,49402080.06%+208
INTERNATIONAL BUSINESS MACHS(IBM)4,5974,582-151,1431,3510.40%+208
MARATHON PETE CORP(MPC)01,244+1,24402070.06%+207
JPMORGAN CHASE & CO.(JPM)04,869+4,86901,4120.42%+1,412
CSX CORP(CSX)06,256+6,25602040.06%+204
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
38,21238,768+5562,2372,4320.72%+195
S&P GLOBAL INC(SPGI)664995+3313385240.16%+187
JOHNSON CTLS INTL PLC
SHS
7,0607,033-275667430.22%+177
SCHWAB STRATEGIC TR043,376+43,37601,2670.37%+1,267
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
09,379+9,37908460.25%+846
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
4,4555,567+1,1123044530.13%+149
SELECT SECTOR SPDR TR
ST STR UTIL ETF
06,999+6,99905720.17%+572
SOUTHERN CO(SO)41,68243,346+1,6643,8333,9801.18%+148
CITIGROUP INC(C)6,4877,007+5204605960.18%+136
DEERE & CO(DE)8261,005+1793885110.15%+124
EATON CORP PLC(ETN)01,636+1,63605840.17%+584
ISHARES TR04,087+4,08707080.21%+708
GE AEROSPACE(GE)3,4773,168-3096968150.24%+120
J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF
9,08411,240+2,1564866020.18%+116
VANGUARD WORLD FD04,473+4,47301,0060.30%+1,006
ALPHABET INC(GOOG)03,546+3,54606250.18%+625
ETFIS SER TR I
VIRTUS REAVES UT
6,9767,384+4084515580.17%+108
TIMOTHY PLAN35,45435,886+4321,5051,6110.48%+107
PACER FDS TR
METAURUS CAP 400
8,67610,658+1,9823174210.12%+104
ISHARES TR04,175+4,17504600.14%+460
VANGUARD TAX-MANAGED FDS012,202+12,20206960.21%+696
UNIFIED SER TR
ONEASCENT INTL
17,83617,961+1255966860.20%+90
VANGUARD WHITEHALL FDS04,412+4,41205880.17%+588
WILLIAMS COS INC(WMB)24,64124,823+1821,4731,5590.46%+87
INTUITIVE SURGICAL INC01,138+1,13806180.18%+618
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,351+2,35105950.18%+595
DRAFTKINGS INC NEW(DKNG)08,261+8,26103540.10%+354
VANGUARD INDEX FDS05,034+5,03401,4090.42%+1,409
ISHARES U S ETF TR
SHOR DURA BD ETF
05,453+5,45302790.08%+279
ISHARES TR
CORE HIGH DV ETF
2,6433,372+7293203950.12%+75
META PLATFORMS INC(META)0550+55004060.12%+406
SCHWAB STRATEGIC TR029,757+29,75707270.22%+727
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
02,995+2,99504710.14%+471
VANGUARD INDEX FDS0978+97804290.13%+429
BOEING CO(BA)01,648+1,64803450.10%+345
VANGUARD WORLD FD
INF TECH ETF
0524+52403480.10%+348
GRAYSCALE BITCOIN TRUST ETF(GBTC)03,185+3,18502700.08%+270
NORTHERN LTS FD TR IV
INSPIRE CORP BD
80,06081,784+1,7241,9011,9640.58%+62
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