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Patrick Severson

Truewealth Financial Partners

Assets Managed
$250.879M
Holdings
66
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
107.19%(2Q avg: 34.49%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Truewealth Financial Partners's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 66 positions.

Assets under management

The assets under management (AUM) of Truewealth Financial Partners over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 250.879M in assets, with a quarterly growth rate of 107.19% and a 2-quarter average growth rate of 34.49%. The portfolio is managed by Patrick Severson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
New Position
18.91%
$47.419M
79,356 shares@ $597.55 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
New Position
8.21%
$20.575M
94,707 shares@ $217.26 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
New Position
7.32%
$18.353M
286,411 shares@ $64.09 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 9027.16%
6.11%
$15.305M
41,346 shares@ $370.17 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
New Position
6.1%
$15.303M
261,409 shares@ $58.55 avg price
VDE
Vanguard Energy Etf
Recent Activity
New Position
5.87%
$14.706M
84,984 shares@ $173.05 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
New Position
5.73%
$14.371M
265,886 shares@ $54.05 avg price
BND
Vanguard Total Bond Market
Recent Activity
New Position
5.62%
$14.086M
191,281 shares@ $73.64 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
New Position
4.06%
$10.182M
114,788 shares@ $88.7 avg price
VHT
Vanguard Health Care Etf
Recent Activity
New Position
3.98%
$9.978M
36,638 shares@ $272.34 avg price

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