Fund Holdings — TrueWealth Advisors, LLC

Total Portfolio Value
$369.66M
Total Bought
$43.20M
Total Sold
$16.15M
Net Transaction
+$27.05M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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TIDAL TRUST I1,062,0101,305,456+243,44624,08632,6238.83%+8,537
DBX ETF TR215,188324,990+109,8029,41415,0864.08%+5,672
FIDELITY COVINGTON TRUST
ENH MID COR ETF
0106,300+106,30003,8431.04%+3,843
BITMINE IMMERSION TECNOLOGIE(BMNP)018,471+18,47109590.26%+959
CELESTICA INC(CLS)03,733+3,73309200.25%+920
EA SERIES TRUST
FREEDOM 100 EM
128,729137,618+8,8895,2016,0981.65%+897
FIRST SOLAR INC(FSLR)04,065+4,06508960.24%+896
WALMART INC(WMT)13,51820,622+7,1041,3222,1250.57%+804
SPDR S&P 500 ETF TR(SPY)36,25034,791-1,45922,39723,1776.27%+780
KROGER CO(KR)011,468+11,46807730.21%+773
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
263,145263,969+8249,28410,0362.71%+752
JACOBS SOLUTIONS INC(J)04,908+4,90807360.20%+736
TESLA INC(TSLA)4,0634,511+4481,2912,0060.54%+715
COINBASE GLOBAL INC(COIN)01,989+1,98906710.18%+671
ISHARES TR
INTL DIV GRWTH
70,71778,173+7,4565,5796,2281.68%+649
TRANE TECHNOLOGIES PLC(TT)01,514+1,51406390.17%+639
CAPITAL GRP FIXED INCM ETF T
US MULTI-SECTOR
779,709798,992+19,28321,53622,1726.00%+636
APPLE INC(AAPL)11,03011,319+2892,2632,8820.78%+619
UNIFIED SER TR
ONEASCENT LARGE
88,69199,936+11,2452,8783,4790.94%+601
FIDELITY MERRIMACK STR TR165,338174,982+9,6447,5648,0912.19%+527
INNOVATIVE INDL PPTYS INC(IIPR)61,38972,660+11,2713,3903,8931.05%+503
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
4,8685,002+1347031,1810.32%+478
ANGLOGOLD ASHANTI PLC(AU)12,00314,502+2,4995471,0200.28%+473
ALIBABA GROUP HLDG LTD(BABA)3,5124,795+1,2833988570.23%+459
STRATEGY SHS
EVENTIDE US MRKT
016,716+16,71604540.12%+454
ORACLE CORP(ORCL)5,2215,236+151,1421,4730.40%+331
INVESCO EXCH TRADED FD TR II4,76113,684+8,9233476770.18%+330
STRIDE INC(LRN)3,5105,511+2,0015108210.22%+311
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
06,452+6,45202830.08%+283
NVIDIA CORPORATION(NVDA)8,8318,962+1311,3951,6720.45%+277
ISHARES TR9831,311+3286108780.24%+267
MICRON TECHNOLOGY INC(MU)01,459+1,45902440.07%+244
VANGUARD TAX-MANAGED FDS12,20215,639+3,4376969370.25%+241
MIDDLEBY CORP(MIDD)01,805+1,80502400.06%+240
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
138,403143,755+5,3526,3516,5901.78%+238
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
40,79042,676+1,8862,2192,4550.66%+236
DBX ETF TR44,94047,311+2,3711,2281,4600.39%+231
GLOBE LIFE INC12,26612,26601,5251,7540.47%+229
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
38,76839,460+6922,4322,6540.72%+222
AMAZON COM INC(AMZN)8,7049,700+9961,9102,1300.58%+220
ADVANCED MICRO DEVICES INC(AMD)01,361+1,36102200.06%+220
FISERV INC(FISV)01,694+1,69402180.06%+218
VANGUARD INTL EQUITY INDEX F03,988+3,98802160.06%+216
SPDR DOW JONES INDL AVERAGE(DIA)7,2677,361+943,2023,4140.92%+211
DUKE ENERGY CORP NEW(DUK)2,2663,849+1,5832674760.13%+209
PROGRESSIVE CORP(PGR)2,5433,585+1,0426788850.24%+207
DEERE & CO(DE)1,0051,569+5645117180.19%+206
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
236,886242,243+5,3575,8966,1021.65%+206
ISHARES TR01,410+1,41002050.06%+205
SERVISFIRST BANCSHARES INC(SFBS)65,56365,56305,0825,2801.43%+198
ALPHABET INC(GOOG)3,5463,375-1716258210.22%+196
BERKSHIRE HATHAWAY INC DEL1,6301,964+3347929870.27%+196
SIMON PPTY GROUP INC NEW(SPG)7,1607,16001,1511,3440.36%+193
TIMOTHY PLAN16,65320,125+3,4726448370.23%+192
PALO ALTO NETWORKS INC(PANW)2,8073,749+9425747630.21%+189
SOUTHERN CO(SO)43,34643,897+5513,9804,1601.13%+180
SPDR SERIES TRUST
ST STR P500ETF
25,86626,173+3071,8802,0500.55%+170
REGIONS FINANCIAL CORP NEW(RF)30,70733,667+2,9607228880.24%+166
PACER FDS TR
US CASH COWS 100
48,83549,643+8082,6912,8530.77%+162
CAPITAL GRP FIXED INCM ETF T
MUN INM ETF
27,19232,533+5,3417268880.24%+162
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
5,5676,348+7814536140.17%+161
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
6,9196,969+501,5711,7220.47%+151
ADVISORSHARES TR
ADVISORSHS ETF
12,43114,869+2,4388701,0200.28%+150
FIRST TR EXCH TRADED FD III
FT VEST SMID
29,50034,651+5,1516057490.20%+144
S&P GLOBAL INC(SPGI)9951,362+3675246630.18%+138
NATURAL GAS SVCS GROUP INC(NGS)28,14530,644+2,4997268580.23%+131
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
49,29351,641+2,3482,4202,5460.69%+126
FRANKLIN TEMPLETON ETF TR
FRANKLIN DYN MUN
21,61826,159+4,5415246480.18%+124
GE AEROSPACE(GE)3,1683,108-608159350.25%+119
SCHWAB STRATEGIC TR43,37643,380+41,2671,3840.37%+117
ALPHABET INC(GOOG)1,2911,394+1032293390.09%+111
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
37,73640,310+2,5749321,0420.28%+110
CHEVRON CORP NEW(CVX)11,19311,005-1881,6031,7090.46%+106
VANGUARD SPECIALIZED FUNDS9,5889,577-111,9622,0670.56%+104
JOHNSON & JOHNSON(JNJ)3,2623,237-254986000.16%+102
TIMOTHY PLAN35,88636,959+1,0731,6111,7110.46%+100
CATERPILLAR INC(CAT)743812+692893870.10%+99
CITIGROUP INC(C)7,0076,787-2205966890.19%+92
BP PLC(BP)16,73917,087+3485015890.16%+88
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
4,7476,357+1,6102363220.09%+86
SPDR GOLD TR(GLD)1,0021,099+973053910.11%+85
VANGUARD WORLD FD4,4734,469-41,0061,0910.30%+85
PACER FDS TR
US SM CAP CA ETF
12,68013,439+7595055880.16%+83
J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF
11,24012,656+1,4166026850.19%+83
CARPENTER TECHNOLOGY CORP(CRS)2,1492,752+6035946760.18%+82
LOWES COS INC(LOW)3,9773,836-1418829640.26%+82
PACER FDS TR
US LRG CP CASH
33,43134,535+1,1041,1741,2540.34%+80
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
47,64448,808+1,1642,7092,7870.75%+78
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
9,3799,371-88469240.25%+78
JPMORGAN CHASE & CO.(JPM)4,8694,716-1531,4121,4880.40%+76
UNIFIED SER TR
ONEASCENT INTL
17,96118,938+9776867620.21%+76
PFIZER INC(PFE)8,37110,830+2,4592032760.07%+73
GENERAL DYNAMICS CORP(GD)1,5491,539-104525250.14%+73
ABBVIE INC(ABBV)1,5561,561+52893610.10%+72
NORTHERN LTS FD TR IV
INSPIRE CORP BD
81,78484,279+2,4951,9642,0350.55%+72
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,3512,365+145956670.18%+71
VANGUARD INDEX FDS5,0345,038+41,4091,4800.40%+71
FIRST TR EXCHANGE-TRADED FD
CORE INVESTMENT
13,63416,697+3,0632873560.10%+69
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
45,51746,617+1,1002,6762,7430.74%+68
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
40,69840,688-101,2941,3600.37%+66
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TrueWealth Advisors, LLC — 13F Holdings — Q3 2025 | TickerTrail