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Truewealth Financial Partners
TrueWealth Financial Partners is a registered investment advisory firm headquartered in Bellevue, Washington, USA. Founded in 2016, it offers financial planning and investment management primarily to high-net-worth individuals. The firm is relatively small, with 4 employees, most of whom are investor professionals. TrueWealth serves U.S. clients and provides services including retirement planning, investment management, tax planning, estate planning, and protection planning.
Investment Strategy
TrueWealth Financial Partners provides full-service financial planning and investment management for households with investment assets typically between $750,000 and $15 million. Their strategy is grounded in personalized, goals-based financial planning, focusing on holistic wealth management. Investment portfolios are diversified, with a strong emphasis on asset allocation to manage systematic risk, and the firm addresses clients’ retirement readiness, tax efficiency, and multigenerational planning. TrueWealth serves predominately high-net-worth individuals, tailoring strategies to client needs and values rather than market trends.
Latest 13F Filing Activity
Truewealth Financial Partners filed their most recent 13F report on Jun 30, 2025 disclosing 26 equity positions with a total 13F market value of $181M. The fund increased holdings in Vanguard Index FDS, Vanguard Tax-managed FDS, Vanguard BD Index FDS among other positions. Truewealth Financial Partners reduced exposure to Vanguard World FD, Vanguard Charlotte FDS, Vanguard World FD among others.
Top Holdings
Equity Positions (26)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 15.54% | $28.2M | 49,611 | $472.48 | $568.03 | +$8.9M |
V VBR | VANGUARD INDEX FDS | 9.55% | $17.3M | 88,775 | $176.63 | $195.01 | +$1.3M |
V VWO | VANGUARD INTL EQUITY INDEX F | 8.69% | $15.8M | 318,764 | $46.05 | $49.46 | -$39.9K |
V VO | VANGUARD INDEX FDS | 7.63% | $13.8M | 49,456 | $242.38 | $279.83 | -$332.1K |
V VDE | VANGUARD WORLD FD | 7.07% | $12.8M | 107,687 | $81.09 | $119.12 | -$2.0M |
Industry Allocation
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