Arkolith/Funds/TrueWealth Financial Partners

TrueWealth Financial Partners

CIK 1908108
Holdings as of Mar 31, 2026·disclosed May 20, 2026·~50-day 13F lag·13F-HR
Active Filer

TrueWealth Financial Partners holds a concentrated book of 43 stocks worth $250.9M as of Q1 2026 (disclosed May 20, 2026, a ~45-day 13F lag). This quarter they opened APPLE INC and trimmed ISHARES S&P 500 VALUE ETF. Their largest long position is VANGUARD REAL ESTATE ETF at 35% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
25
new positions
Added to
15
existing
Trimmed
3
reduced
Sold out
25
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
71%
Top 10 holdings
91%
Top 20 holdings
97%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

1% mapped to company sectors

ETF / fund or unclassified
99%
Financials
0%
Health Care
0%
Consumer Discretionary
0%
Communication Services
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

66 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
S&P 500 ETF SHS
$47.4M79.4K
18.9%
New
New position
2Vanguard Index FDS
SM CP VAL ETF
$20.6M94.7K
8.2%
New
New position
3Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$18.4M286.4K
7.3%
Added
Added · +286K sh
4Microsoft Corp
COM
$15.3M41.3K
6.1%
91×
Added · +41K sh
5Vanguard Scottsdale FDS
SHORT TERM TREAS
$15.3M261.4K
6.1%
Added
Added · +261K sh
6Vanguard World FD
ENERGY ETF
$14.7M85.0K
5.9%
Added
Added · +85K sh
7Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$14.4M265.9K
5.7%
Added
Added · +266K sh
8Vanguard BD Index FDS
TOTAL BND MRKT
$14.1M191.3K
5.6%
Added
Added · +191K sh
9Vanguard Index FDS
REAL ESTATE ETF
$10.2M114.8K
4.1%
New
New position
10Vanguard World FD
HEALTH CAR ETF
$10.0M36.6K
4.0%
Added
Added · +37K sh
11Vanguard World FD
CONSUM STP ETF
$9.7M43.1K
3.9%
Added
Added · +43K sh
12Vanguard Index FDS
MID CAP ETF
$9.6M33.6K
3.8%
New
New position
13Vanguard Malvern FDS
STRM INFPROIDX
$8.1M161.9K
3.2%
Added
Added · +162K sh
14Amazon Com Inc
COM
$5.3M25.2K
2.1%
Added
Added · +25K sh
15Vanguard Intl Equity Index F
ALLWRLD EX US
$4.0M53.3K
1.6%
Added
Added · +53K sh
16Apple Inc
COM
$3.8M15.2K
1.5%
New
New position
17Vanguard World FD
MATERIALS ETF
$2.6M11.5K
1.0%
Added
Added · +12K sh
18Alphabet Inc
CAP STK CL C
$2.2M7.6K
0.9%
11×
Added · +7K sh
19Vanguard BD Index FDS
VANGUARD ULTRA
$2.0M41.0K
0.8%
Added
Added · +41K sh
20State STR SPDR S&P 500 ETF T
TR UNIT
$2.0M3.1K
0.8%
Added
Added · +3K sh
21Vanguard BD Index FDS
INTERMED TERM
$1.3M17.2K
0.5%
Added
Added · +17K sh
22Nvidia Corporation
COM
$1.1M6.3K
0.4%
New
New position
23Ishares TR
CORE MSCI EAFE
$1.1M11.6K
0.4%
New
New position
24Alphabet Inc
CAP STK CL A
$891K3.1K
0.4%
New
New position
25Ishares Inc
CORE MSCI EMKT
$839K12.0K
0.3%
New
New position
26Vanguard Charlotte FDS
TOTAL INT BD ETF
$835K17.4K
0.3%
Added
Added · +17K sh
27Costco Wholesale Corporation
COM
$805K808
0.3%
New
New position
28Ishares TR
MSCI USA QLT FCT
$746K3.9K
0.3%
New
New position
29Ishares TR
CORE S&P US GWT
$724K4.7K
0.3%
New
New position
30Vanguard Scottsdale FDS
VNG RUS1000VAL
$718K7.7K
0.3%
New
New position
31Vanguard Intl Equity Index F
TT WRLD ST ETF
$698K5.0K
0.3%
Added
Added · +5K sh
32Taiwan Semiconductor Manufac
SPONSORED ADS
$655K1.9K
0.3%
New
New position
33Alibaba Group Hldg Ltd
SPONSORED ADS
$595K4.7K
0.2%
Added
Added · +5K sh
34Ishares TR
CORE S&P US VLU
$579K5.7K
0.2%
New
New position
35Vanguard BD Index FDS
LONG TERM BOND
$570K8.3K
0.2%
Added
Added · +8K sh
36Intuit
COM
$471K1.1K
0.2%
New
New position
37Meta Platforms Inc
CL A
$447K781
0.2%
New
New position
38Ishares TR
CORE S&P500 ETF
$414K634
0.2%
New
New position
39Vanguard Index FDS
TOTAL STK MKT
$413K1.3K
0.2%
+99%
Added · +640 sh
40Ishares TR
US TREAS BD ETF
$410K17.9K
0.2%
New
New position
41Broadcom Inc
COM
$372K1.2K
0.1%
New
New position
42Eli Lilly & Co
COM
$363K395
0.1%
+76%
Added · +170 sh
43Vanguard Scottsdale FDS
VNG RUS1000GRW
$355K3.2K
0.1%
New
New position
44Boeing Co
COM
$334K1.7K
0.1%
New
New position
45Ishares TR
CORE S&P SCP ETF
$322K2.6K
0.1%
New
New position
46Starbucks Corp
COM
$318K3.5K
0.1%
New
New position
47Ishares TR
CORE 1 5 YR USD
$316K6.5K
0.1%
New
New position
48Berkshire Hathaway Inc Del
CL B NEW
$315K657
0.1%
New
New position
49JPMorgan Chase & Co
COM
$312K1.1K
0.1%
New
New position
50Asml Hldg NV
N Y REGISTRY SHS
$289K219
0.1%
New
New position
Showing 50 of 66 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 20, 202666$250.9M13F-HR
Q4 2025Dec 31, 2025Feb 5, 202650$121.1M13F-HR
Q3 2025Sep 30, 2025Nov 21, 202525$196.0M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202526$181.3M13F-HR
Q1 2025Mar 31, 2025May 15, 202523$165.6M13F-HR
Q4 2024Dec 31, 2024Feb 14, 202519$161.2M13F-HR
Q3 2024Sep 30, 2024Nov 14, 202418$166.1M13F-HR
Q2 2024Jun 30, 2024Aug 12, 202418$154.9M13F-HR
Q1 2024Mar 31, 2024May 14, 202418$142.5M13F-HR
Q4 2023Dec 31, 2023Feb 14, 202416$131.6M13F-HR
Q3 2023Sep 30, 2023Nov 7, 202315$121.6M13F-HR
Q2 2023Jun 30, 2023Jul 24, 202317$120.9M13F-HR
Q1 2023Mar 31, 2023May 12, 202315$116.0M13F-HR
Q4 2022Dec 31, 2022Feb 7, 202314$103.1M13F-HR
Q3 2022Sep 30, 2022Nov 9, 202213$92.1M13F-HR
Q2 2022Jun 30, 2022Aug 5, 202214$95.4M13F-HR
Q1 2022Mar 31, 2022May 10, 202214$104.0M13F-HR
Q4 2021Dec 31, 2021Feb 14, 202213$102.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.