TrueWealth Financial Partners

Business address
915 118 Th Ave Se, Suite 140, Bellevue, WA, 98005
Top securities (13F)
VOO, VBR, VEA, VWO, VGSH, BND, VDE, VNQ, VO, VHT, VDC, VTIP, VEU, MSFT, VAW, VUSB, SPY, BIV, AMZN, and BNDX
State of incorporation
WA
Fiscal year end
31 December
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TrueWealth Financial Partners has filed 18 SEC EDGAR filings since 14 Feb 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 21 Nov 2025 30 Sep 2025 028-22009
N-PX Open Document Open Filing 28 Aug 2025 30 Jun 2025 028-22009
13F-HR Open Document Open Filing 14 Aug 2025 30 Jun 2025 028-22009
13F-HR Open Document Open Filing 15 May 2025 31 Mar 2025 028-22009
13F-HR Open Document Open Filing 14 Feb 2025 31 Dec 2024 028-22009
13F-HR Open Document Open Filing 14 Nov 2024 30 Sep 2024 028-22009
N-PX Open Document Open Filing 16 Aug 2024 30 Jun 2024 028-22009
13F-HR Open Document Open Filing 12 Aug 2024 30 Jun 2024 028-22009
13F-HR Open Document Open Filing 14 May 2024 31 Mar 2024 028-22009
13F-HR Open Document Open Filing 14 Feb 2024 31 Dec 2023 028-22009
13F-HR Open Document Open Filing 07 Nov 2023 30 Sep 2023 028-22009
13F-HR Open Document Open Filing 24 Jul 2023 30 Jun 2023 028-22009
13F-HR Open Document Open Filing 12 May 2023 31 Mar 2023 028-22009
13F-HR Open Document Open Filing 07 Feb 2023 31 Dec 2022 028-22009
13F-HR Open Document Open Filing 09 Nov 2022 30 Sep 2022 028-22009
13F-HR Open Document Open Filing 05 Aug 2022 30 Jun 2022 028-22009
13F-HR Open Document Open Filing 10 May 2022 31 Mar 2022 028-22009
13F-HR Open Document Open Filing 14 Feb 2022 31 Dec 2021 028-22009