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Larry J Sims

Truewealth Advisors, Llc

Assets Managed
$397.553M
Holdings
233
Last Quarter
2026 - Q1
Filed Date
1mo 8d ago
Growth Rate
2.95%(2Q avg: 3.71%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Truewealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 233 positions.

Assets under management

The assets under management (AUM) of Truewealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 397.553M in assets, with a quarterly growth rate of 2.95% and a 2-quarter average growth rate of 3.71%. The portfolio is managed by Larry J Sims, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GRNY
Fndstrt Grnny Shots Us Lrg
Recent Activity
Increased 6.85%
8.49%
$33.731M
1.413M shares@ $23.88 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 34.67%
6.94%
$27.568M
604,293 shares@ $45.63 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.74%
5.66%
$22.496M
34,591 shares@ $650.34 avg price
CGMS
Cap Group Us Multi-sect Bond
Recent Activity
Increased 22.26%
5.41%
$21.479M
788,795 shares@ $27.24 avg price
DBEF
Xtrackers Msci Eafe Hedged E
Recent Activity
Increased 1.08%
4.33%
$17.187M
347,913 shares@ $49.4 avg price
DRSK
Aptus Defined Risk Etf
Recent Activity
Increased 9.9%
3.23%
$12.817M
468,957 shares@ $27.33 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 96.36%
2.92%
$11.58M
204,672 shares@ $56.58 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 5.55%
2.84%
$11.258M
19,505 shares@ $577.18 avg price
SDVY
First Trust Smid Cap Rising
Recent Activity
Decreased -2.19%
2.65%
$10.514M
266,637 shares@ $39.44 avg price
GRNJ
Fundstr Gran Sh Us Sm & Mid
Recent Activity
Increased 4377.63%
2.28%
$9.039M
361,434 shares@ $25.01 avg price

1-10 of 233