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TrueWealth Financial Partners

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13F filer, CIK 1908108, BELLEVUE, WA

TrueWealth Financial Partners reported $195,967,890 across 25 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-21. Its ten largest share positions make up 81.93% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001908108-25-000002

Period
2025-09-30
Reported value
$196M
Holdings
25
Top 10 weight
81.93%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOOadded+23,733$14.5M
VEAadded+148,374$8.89M
BNDadded+74,157$5.52M
VGSHadded+91,687$5.4M
VHTadded+14,908$3.87M

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-109,238-$7.8M
VAWreduced-30,205-$6.19M
BIVreduced-60,006-$4.69M
VOreduced-15,177-$4.46M
BNDXreduced-78,296-$3.87M

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, Q3 2025

Share positions as resolved from 13F-HR 0001908108-25-000002, largest first. % of portfolio is the value over $195,967,890, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,862 shares; 2024Q4: 29,824 shares; 2025Q1: 37,440 shares; 2025Q2: 49,611 shares; 2025Q3: 73,344 shares 73,344$44.9M22.92%+23,733Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,968 shares; 2024Q4: 85,321 shares; 2025Q1: 86,133 shares; 2025Q2: 88,775 shares; 2025Q3: 93,357 shares 93,357$19.5M9.94%+4,582Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,836 shares; 2025Q2: 115,652 shares; 2025Q3: 264,026 shares 264,026$15.8M8.07%+148,374Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,313 shares; 2024Q4: 363,609 shares; 2025Q1: 349,227 shares; 2025Q2: 318,764 shares; 2025Q3: 271,718 shares 271,718$14.7M7.51%-47,046Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,032 shares; 2025Q1: 85,879 shares; 2025Q2: 147,110 shares; 2025Q3: 238,797 shares 238,797$14.1M7.17%+91,687Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,714 shares; 2025Q2: 89,557 shares; 2025Q3: 163,714 shares 163,714$12.2M6.21%+74,157Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,007 shares; 2024Q4: 120,599 shares; 2025Q1: 114,589 shares; 2025Q2: 107,687 shares; 2025Q3: 87,615 shares 87,615$11M5.63%-20,072Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,015 shares; 2024Q4: 162,140 shares; 2025Q1: 152,845 shares; 2025Q2: 143,056 shares; 2025Q3: 113,187 shares 113,187$10.3M5.28%-29,869Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,182 shares; 2024Q4: 59,773 shares; 2025Q1: 54,796 shares; 2025Q2: 49,456 shares; 2025Q3: 34,279 shares 34,279$10.1M5.14%-15,177Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,937 shares; 2025Q2: 15,662 shares; 2025Q3: 30,570 shares 30,570$7.94M4.05%+14,908Timeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,245 shares; 2025Q2: 17,904 shares; 2025Q3: 35,807 shares 35,807$7.65M3.91%+17,903Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,773 shares; 2024Q4: 184,624 shares; 2025Q1: 184,155 shares; 2025Q2: 182,092 shares; 2025Q3: 146,211 shares 146,211$7.4M3.78%-35,881Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,599 shares; 2024Q4: 250,715 shares; 2025Q1: 215,674 shares; 2025Q2: 167,849 shares; 2025Q3: 58,611 shares 58,611$4.18M2.13%-109,238Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,324 shares; 2024Q4: 6,324 shares; 2025Q1: 6,274 shares; 2025Q2: 6,944 shares; 2025Q3: 6,944 shares 6,944$3.6M1.84%0Timeline
VAWVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,939 shares; 2024Q4: 75,252 shares; 2025Q1: 60,534 shares; 2025Q2: 44,329 shares; 2025Q3: 14,124 shares 14,124$2.89M1.48%-30,205Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,672 shares; 2024Q4: 38,672 shares; 2025Q1: 41,686 shares; 2025Q2: 40,967 shares; 2025Q3: 40,967 shares 40,967$2.05M1.05%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,059 shares; 2024Q4: 3,059 shares; 2025Q1: 3,059 shares; 2025Q2: 3,059 shares; 2025Q3: 3,059 shares 3,059$2.04M1.04%0Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,476 shares; 2024Q4: 125,645 shares; 2025Q1: 104,872 shares; 2025Q2: 79,926 shares; 2025Q3: 19,920 shares 19,920$1.56M0.79%-60,006Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,217 shares; 2025Q3: 4,374 shares 4,374$960K0.49%+157Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,324 shares; 2024Q4: 184,789 shares; 2025Q1: 143,628 shares; 2025Q2: 95,173 shares; 2025Q3: 16,877 shares 16,877$835K0.43%-78,296Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,907 shares; 2024Q4: 3,907 shares; 2025Q1: 3,913 shares; 2025Q2: 4,286 shares; 2025Q3: 4,361 shares 4,361$779K0.4%+75Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,652 shares; 2024Q4: 2,901 shares; 2025Q1: 4,038 shares; 2025Q2: 4,562 shares; 2025Q3: 5,180 shares 5,180$714K0.36%+618Timeline
ISTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,236 shares; 2024Q4: 41,869 shares; 2025Q1: 36,287 shares; 2025Q2: 15,806 shares; 2025Q3: 6,524 shares 6,524$319K0.16%-9,282Timeline
BLVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,357 shares; 2025Q3: 3,268 shares 3,268$232K0.12%-89Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,653 shares; 2025Q3: 2,653 shares 2,653$209K0.11%0Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AAPLAPPLE INC2,312$474Kshares

How Q3 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 0001908108-25-000002 base2025-11-21acceptance time not in the bulk data set