TrueWealth Financial Partners
Top Portfolio Positions
26 positions ·
$35,405,920 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
41,346 | $15,305,048 | 43.23% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
25,223 | $5,253,194 | 14.84% |
| AAPL |
Apple Inc.
Technology
|
15,158 | $3,846,948 | 10.87% |
| SPY |
Spdr S&P 500 Etf Trust
|
3,059 | $1,989,390 | 5.62% |
| NVDA |
Nvidia Corp
Technology
|
6,296 | $1,098,022 | 3.10% |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,099 | $891,148 | 2.52% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
808 | $805,115 | 2.27% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
1,938 | $654,947 | 1.85% |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
4,744 | $595,182 | 1.68% |
| INTU |
Intuit Inc.
Technology
|
1,090 | $471,294 | 1.33% |
Holdings in SPY
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,989,390 | 3,059 | Shares | Sole | 2026-05-20 | |
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