Larry J Sims

Truewealth Advisors, Llc

Assets Managed

$443.554M

Holdings

235

Last Quarter

2026 - Q2

Filed Date

5d ago

Growth Rate

11.58%(2Q avg: 7.27%)

Sustained Growth

11 quarters

Portfolio positions

This chart displays the top 10 holdings in Truewealth Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 235 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 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 443.554M in assets, with a quarterly growth rate of 11.58% and a 2-quarter average growth rate of 7.27%. The portfolio is managed by Larry J Sims, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
GRNY Fndstrt Grnny Shots Us Lrg Recent Activity Increased 1.72%	8.96%	$39.742M 1.437M shares@ $27.65 avg price	Increased 1.72%
FBND Fidelity Total Bond Etf Recent Activity Increased 2.04%	6.33%	$28.049M 616,590 shares@ $45.5 avg price	Increased 2.04%
SPY Spdr S&p 500 Etf Trust Recent Activity Decreased -0.56%	5.8%	$25.686M 34,396 shares@ $746.77 avg price	Decreased -0.56%
CGMS Cap Group Us Multi-sect Bond Recent Activity Increased 0.93%	4.91%	$21.757M 796,067 shares@ $27.34 avg price	Increased 0.93%
DBEF Xtrackers Msci Eafe Hedged E Recent Activity Increased 1.73%	4.36%	$19.335M 353,927 shares@ $54.63 avg price	Increased 1.73%
QQQ Invesco Qqq Trust Series 1 Recent Activity Decreased -1.5%	3.19%	$14.148M 19,212 shares@ $736.42 avg price	Decreased -1.5%
DRSK Aptus Defined Risk Etf Recent Activity Increased 0.84%	3.07%	$13.595M 472,862 shares@ $28.76 avg price	Increased 0.84%
SPYV Spdr Port S&p 500 Value Recent Activity Increased 6.47%	2.99%	$13.246M 217,901 shares@ $60.79 avg price	Increased 6.47%
SDVY First Trust Smid Cap Rising Recent Activity Increased 3.94%	2.7%	$11.956M 277,141 shares@ $43.14 avg price	Increased 3.94%
GRNJ Fundstr Gran Sh Us Sm & Mid Recent Activity Increased 2.69%	2.64%	$11.669M 371,143 shares@ $31.45 avg price	Increased 2.69%

1-10 of 235