IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

TrueWealth Advisors, LLCETFConcentrated trader

CIK: 0001817714 | BIRMINGHAM, AL

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR240$445.1M2026-10-09SEC ↗
Q2 2026
13F-HR235$443.6M2026-07-08SEC ↗
Q1 2026
13F-HR233$397.6M2026-04-09SEC ↗
Q4 2025
13F-HR241$386.2M2026-01-07SEC ↗
Q3 2025
13F-HR222$369.7M2025-10-15SEC ↗
Q2 2025
13F-HR217$337.9M2025-07-03SEC ↗
Q1 2025
13F-HR208$304.5M2025-04-10SEC ↗
Q4 2024
13F-HR222$299.6M2025-01-15SEC ↗
Q3 2024
13F-HR224$299.3M2024-10-29SEC ↗
Q2 2024
13F-HR218$270.3M2024-07-24SEC ↗
Q1 2024
13F-HR208$259.0M2024-04-23SEC ↗
Q4 2023
13F-HR197$257.9M2024-02-08SEC ↗
Q3 2023
13F-HR196$237.0M2023-11-07SEC ↗
Q2 2023
13F-HR186$243.6M2023-07-31SEC ↗
Q1 2023
13F-HR183$238.4M2023-04-19SEC ↗
Q4 2022
13F-HR181$228.6M2023-01-23SEC ↗
Q3 2022
13F-HR162$10.3M2022-10-21SEC ↗
Q2 2022
13F-HR170$10.3M2022-07-27SEC ↗
Q1 2022Amended
13F-HR/A169$8.9M2022-05-04SEC ↗
Q4 2021
13F-HR178$8.6M2022-02-02SEC ↗
Q3 2021
13F-HR139$7.6M2021-10-25SEC ↗
Q2 2021
13F-HR131$5.4M2021-07-23SEC ↗
Q1 2021
13F-HR125$4.4M2021-04-22SEC ↗
Q4 2020
13F-HR83$954.5K2021-01-25SEC ↗