TrueWealth Financial Partners — 13F holdings

TrueWealth Financial Partners reported 28 holdings worth $242M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

  1. VOO VANGUARD INDEX FDS — $54.7M (22.6%)
  2. VBR VANGUARD INDEX FDS — $23.3M (9.6%)
  3. VEA VANGUARD TAX-MANAGED FDS — $20.7M (8.6%)
  4. VWO VANGUARD INTL EQUITY INDEX F — $16.0M (6.6%)
  5. VGSH VANGUARD SCOTTSDALE FDS — $15.9M (6.6%)
  6. BND VANGUARD BD INDEX FDS — $14.8M (6.1%)
  7. MSFT MICROSOFT CORP — $12.8M (5.3%)
  8. VDE VANGUARD WORLD FD — $12.8M (5.3%)
  9. VNQ VANGUARD INDEX FDS — $11.2M (4.6%)
  10. VHT VANGUARD WORLD FD — $11.1M (4.6%)