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TrueWealth Financial Partners

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13F filer, CIK 1908108, BELLEVUE, WA

TrueWealth Financial Partners reported $181,347,331 across 26 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 76.31% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-005043

Period
2025-06-30
Reported value
$181M
Holdings
26
Top 10 weight
76.31%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOOadded+12,171$6.91M
VEAadded+66,816$3.81M
BNDadded+50,843$3.74M
VGSHadded+61,231$3.6M
VHTadded+9,725$2.42M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VEUreduced-47,825-$3.21M
VAWreduced-16,205-$3.16M
BNDXreduced-48,455-$2.4M
BIVreduced-24,946-$1.93M
VWOreduced-30,463-$1.51M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001085146-25-005043, largest first. % of portfolio is the value over $181,347,331, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,862 shares; 2024Q4: 29,824 shares; 2025Q1: 37,440 shares; 2025Q2: 49,611 shares 49,611$28.2M15.54%+12,171Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,968 shares; 2024Q4: 85,321 shares; 2025Q1: 86,133 shares; 2025Q2: 88,775 shares 88,775$17.3M9.55%+2,642Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,313 shares; 2024Q4: 363,609 shares; 2025Q1: 349,227 shares; 2025Q2: 318,764 shares 318,764$15.8M8.69%-30,463Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,182 shares; 2024Q4: 59,773 shares; 2025Q1: 54,796 shares; 2025Q2: 49,456 shares 49,456$13.8M7.63%-5,340Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,007 shares; 2024Q4: 120,599 shares; 2025Q1: 114,589 shares; 2025Q2: 107,687 shares 107,687$12.8M7.07%-6,902Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,015 shares; 2024Q4: 162,140 shares; 2025Q1: 152,845 shares; 2025Q2: 143,056 shares 143,056$12.7M7.03%-9,789Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,599 shares; 2024Q4: 250,715 shares; 2025Q1: 215,674 shares; 2025Q2: 167,849 shares 167,849$11.3M6.22%-47,825Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,773 shares; 2024Q4: 184,624 shares; 2025Q1: 184,155 shares; 2025Q2: 182,092 shares 182,092$9.15M5.05%-2,063Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,032 shares; 2025Q1: 85,879 shares; 2025Q2: 147,110 shares 147,110$8.65M4.77%+61,231Timeline
VAWVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,939 shares; 2024Q4: 75,252 shares; 2025Q1: 60,534 shares; 2025Q2: 44,329 shares 44,329$8.64M4.76%-16,205Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,714 shares; 2025Q2: 89,557 shares 89,557$6.59M3.64%+50,843Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,836 shares; 2025Q2: 115,652 shares 115,652$6.59M3.64%+66,816Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,476 shares; 2024Q4: 125,645 shares; 2025Q1: 104,872 shares; 2025Q2: 79,926 shares 79,926$6.18M3.41%-24,946Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,324 shares; 2024Q4: 184,789 shares; 2025Q1: 143,628 shares; 2025Q2: 95,173 shares 95,173$4.71M2.6%-48,455Timeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,245 shares; 2025Q2: 17,904 shares 17,904$3.92M2.16%+10,659Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,937 shares; 2025Q2: 15,662 shares 15,662$3.89M2.14%+9,725Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,324 shares; 2024Q4: 6,324 shares; 2025Q1: 6,274 shares; 2025Q2: 6,944 shares 6,944$3.45M1.9%+670Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,672 shares; 2024Q4: 38,672 shares; 2025Q1: 41,686 shares; 2025Q2: 40,967 shares 40,967$2.04M1.13%-719Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,059 shares; 2024Q4: 3,059 shares; 2025Q1: 3,059 shares; 2025Q2: 3,059 shares 3,059$1.89M1.04%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,217 shares 4,217$925K0.51%newTimeline
ISTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,236 shares; 2024Q4: 41,869 shares; 2025Q1: 36,287 shares; 2025Q2: 15,806 shares 15,806$769K0.42%-20,481Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,652 shares; 2024Q4: 2,901 shares; 2025Q1: 4,038 shares; 2025Q2: 4,562 shares 4,562$586K0.32%+524Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,907 shares; 2024Q4: 3,907 shares; 2025Q1: 3,913 shares; 2025Q2: 4,286 shares 4,286$486K0.27%+373Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,210 shares; 2024Q4: 5,210 shares; 2025Q1: 2,176 shares; 2025Q2: 2,312 shares 2,312$474K0.26%+136Timeline
BLVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,357 shares 3,357$233K0.13%newTimeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,653 shares 2,653$209K0.12%newTimeline

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-005043 base2025-08-14acceptance time not in the bulk data set