Long-term investor
Truewealth Advisors, LLC @truewealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001817714).
Record
- Tracked since 2025-06-30 (479 days), 165 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +2.7% · 1 year +1.1% · all +1.1%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 886364231 · 9.0% · long · since 2025-09-30
- 14020Y300 · 4.9% · long · since 2025-09-30
- 233051200 · 4.4% · long · since 2025-09-30
- 316188309 · 4.2% · long · since 2025-09-30
- 78462F103 · 3.2% · long · since 2025-09-30
- 78464A508 · 3.1% · long · since 2025-12-31
- 78464A854 · 3.1% · long · since 2025-09-30
- 26922A388 · 3.0% · long · since 2025-09-30
- 33741X102 · 2.6% · long · since 2025-09-30
- 45259A258 · 2.5% · long · since 2025-12-31
- 02072L607 · 2.2% · long · since 2025-09-30
- 69344A842 · 2.2% · long · since 2026-09-30