TrueWealth Financial Partners

BELLEVUE, WA · CIK 1908108 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyBellevue, WA

$242.0m reported value -3.5% vs Q1 2026

28positions

79.9%in top 10

0 new 12 added 13 reduced 38 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	79,595	$54.7m22.59%	22.59%	Added +239	+239 0.3%
2	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	95,773	$23.3m9.62%	9.62%	Added +1.1k	+1,066 1.1%
3	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	290,931	$20.7m8.57%	8.57%	Added +4.5k	+4,520 1.6%
4	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	267,558	$16.0m6.60%	6.60%	Added +1.7k	+1,672 0.6%
5	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	274,010	$15.9m6.59%	6.59%	Added +12.6k	+12,601 4.8%
6	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	201,124	$14.8m6.10%	6.10%	Added +9.8k	+9,843 5.2%
7	MICROSOFT CORP COM MSFT	MSFT	34,294	$12.8m5.29%	5.29%	Reduced -7.1k	-7,052 -17.1%
8	VANGUARD WORLD FD ENERGY ETF VDE	VDE	84,927	$12.8m5.27%	5.27%	Reduced -57	-57 -0.1%
9	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	116,270	$11.2m4.63%	4.63%	Added +1.5k	+1,482 1.3%
10	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	37,253	$11.1m4.60%	4.60%	Added +615	+615 1.7%
11	VANGUARD INDEX FDS MID CAP ETF VO	VO	133,846	$10.8m4.46%	4.46%	Reduced -542	-542 -0.4%
12	VANGUARD WORLD FD CONSUM STP ETF VDC	VDC	44,159	$10.0m4.11%	4.11%	Added +1.1k	+1,073 2.5%
13	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	160,076	$8.0m3.32%	3.32%	Reduced -1.9k	-1,854 -1.1%
14	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	53,320	$4.5m1.85%	1.85%	Unchanged
15	VANGUARD WORLD FD MATERIALS ETF VAW	VAW	11,550	$2.6m1.09%	1.09%	Added +1	+1 0.0%
16	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	3,059	$2.3m0.94%	0.94%	Unchanged
17	VANGUARD BD INDEX FDS VANGUARD ULTRA VUSB	VUSB	40,967	$2.0m0.84%	0.84%	Unchanged
18	ALPHABET INC CAP STK CL C GOOG	GOOG	5,191	$1.8m0.76%	0.76%	Reduced -2.5k	-2,453 -32.1%
19	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	16,104	$1.2m0.51%	0.51%	Reduced -1.1k	-1,080 -6.3%
20	AMAZON COM INC COM AMZN	AMZN	5,162	$1.2m0.51%	0.51%	Reduced -20.1k	-20,061 -79.5%
21	NVIDIA CORPORATION COM NVDA	NVDA	4,511	$902.6k0.37%	0.37%	Reduced -1.8k	-1,785 -28.4%
22	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	5,116	$803.0k0.33%	0.33%	Added +70	+70 1.4%
23	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	15,280	$740.0k0.31%	0.31%	Reduced -2.1k	-2,098 -12.1%
24	APPLE INC COM AAPL	AAPL	1,799	$520.6k0.22%	0.22%	Reduced -13.4k	-13,359 -88.1%
25	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	4,361	$418.6k0.17%	0.17%	Reduced -383	-383 -8.1%
26	VISA INC COM CL A V	V	1,053	$361.3k0.15%	0.15%	Added +115	+115 12.3%
27	ISHARES TR CORE 1 5 YR USD ISTB	ISTB	6,100	$294.3k0.12%	0.12%	Reduced -424	-424 -6.5%
28	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	2,653	$206.7k0.09%	0.09%	Reduced -242	-242 -8.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR IEFA	IEFA	11,632	$1.1m11.6k shares
ALPHABET INC GOOGL	GOOGL	3,099	$891.1k3.1k shares
ISHARES INC IEMG	IEMG	12,036	$839.5k12.0k shares
COSTCO WHSL CORP NEW COST	COST	808	$805.1k808 shares
ISHARES TR QUAL	QUAL	3,887	$745.6k3.9k shares
ISHARES TR IUSG	IUSG	4,667	$723.9k4.7k shares
VANGUARD SCOTTSDALE FDS VONV	VONV	7,657	$717.8k7.7k shares
TAIWAN SEMICONDUCTOR MFG LTD TSM	TSM	1,938	$654.9k1.9k shares
ISHARES TR IUSV	IUSV	5,659	$578.6k5.7k shares
VANGUARD BD INDEX FDS BLV	BLV	8,289	$570.1k8.3k shares
INTUIT INTU	INTU	1,090	$471.3k1.1k shares
META PLATFORMS INC META	META	781	$446.8k781 shares
ISHARES TR IVV	IVV	634	$414.1k634 shares
VANGUARD INDEX FDS VTI	VTI	1,288	$413.2k1.3k shares
ISHARES TR GOVT	GOVT	17,909	$410.3k17.9k shares
BROADCOM INC AVGO	AVGO	1,203	$372.3k1.2k shares
ELI LILLY & CO LLY	LLY	395	$363.3k395 shares
VANGUARD SCOTTSDALE FDS VONG	VONG	3,237	$355.1k3.2k shares
BOEING CO BA	BA	1,678	$334.0k1.7k shares
ISHARES TR IJR	IJR	2,590	$322.0k2.6k shares
STARBUCKS CORP SBUX	SBUX	3,544	$317.5k3.5k shares
BERKSHIRE HATHAWAY INC DEL BRK.B	BRK.B	657	$314.8k657 shares
JPMORGAN CHASE & CO JPM	JPM	1,060	$311.8k1.1k shares
ASML HOLDING N V ASML	ASML	219	$289.3k219 shares
ISHARES TR IGF	IGF	3,942	$264.1k3.9k shares