Managed by Truewealth Advisors, Llc • Latest filing Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $39.7M | 1.44M | 0.00% | — |
| 2 | ? N/A — | $33.7M | 1.41M | 0.00% | — |
| 3 | ? N/A — | $32.7M | 1.32M | 0.00% | — |
| 4 | ? N/A — | $32.6M | 1.31M | 0.00% | — |
| 5 | ? N/A — | $28M | 616.6K | 0.00% | — |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 6 |
F FIS — |
| $27.6M |
| 604.3K |
| 0.00% |
| — |
| 7 | S SPY — | $26.9M | 45.9K | 0.00% | — |
| 8 | S SPY — | $26.9M | 49.3K | 0.00% | — |
| 9 | S SPY — | $26.7M | 56.1K | 0.00% | — |
| 10 | S SPY — | $26.2M | 45.6K | 0.00% | — |
| 11 | S SPY — | $25.8M | 49.3K | 0.00% | — |
| 12 | S SPY — | $25.7M | 34.4K | 0.00% | — |
| 13 | S SPY — | $24.5M | 55.2K | 0.00% | — |
| 14 | ? N/A — | $24.1M | 1.06M | 0.00% | — |
| 15 | S SPY — | $23.4M | 34.3K | 0.00% | — |
| 16 | S SPY — | $23.4M | 54.7K | 0.00% | — |
| 17 | S SPY — | $23.2M | 34.8K | 0.00% | — |
| 18 | S SPY — | $22.5M | 34.6K | 0.00% | — |
| 19 | S SPY — | $22.4M | 36.3K | 0.00% | — |
| 20 | C | $22.2M | 799.0K | 0.00% | — |