Skip to main content

TrueWealth Advisors, LLC

SEC CIK
0001817714
Latest filing
Jul 8, 2026

HD holding history

Home Depot, Inc. in every 13F filed by TrueWealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HD overviewAll 13F holders of HDFull Q2 2026 holdings

Shares (Q2 2026)
617
Value
$217.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of HD by TrueWealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026617$217.5K<0.1%−2−0.3%ReducedHolders
Q1 2026619$203.5K0.1%−41−6.2%ReducedHolders
Q4 2025660$226.9K0.1%−12−1.8%ReducedHolders
Q3 2025672$272.5K0.1%−13−1.9%ReducedHolders
Q2 2025685$251.3K0.1%+25+3.8%AddedHolders
Q1 2025660$241.9K0.1%−39−5.6%ReducedHolders
Q4 2024699$271.8K0.1%+4+0.6%AddedHolders
Q3 2024695$281.7K0.1%−198−22.2%ReducedHolders
Q2 2024893$307.4K0.1%−9−1.0%ReducedHolders
Q1 2024902$345.9K0.1%−37−3.9%ReducedHolders
Q4 2023939$325.4K0.1%−69−6.8%ReducedHolders
Q3 20231,008$304.5K0.1%+7+0.7%AddedHolders
Q2 20231,001$311.0K0.1%+124+14.1%AddedHolders
Q1 2023877$258.7K0.1%−224−20.3%ReducedHolders
Q4 20221,101$347.8K0.2%+81+7.9%AddedHolders
Q3 20221,020$281.0K0.1%+1+0.1%AddedHolders
Q2 20221,019$279.0K0.1%+257+33.7%AddedHolders
Q1 2022762$316.0K0.1%00.0%UnchangedHolders
Q4 2021762$316.0K0.1%−4,143−84.5%ReducedHolders
Q3 20214,905$1.61M0.9%−15−0.3%ReducedHolders
Q2 20214,920$1.57M0.9%+13+0.3%AddedHolders
Q1 20214,907$1.59M1.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.