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TrueWealth Advisors, LLC

SEC CIK
0001817714
Latest filing
Jul 8, 2026

META holding history

Meta Platforms, 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.

META overviewAll 13F holders of METAFull Q2 2026 holdings

Shares (Q2 2026)
482
Value
$271.3K
% of portfolio
0.1%
Quarters held
13
Since Q2 2021
Holdings of META by TrueWealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026482$271.3K0.1%−44−8.4%ReducedHolders
Q1 2026526$300.7K0.1%−886−62.7%ReducedHolders
Q4 20251,412$932.2K0.2%+969+218.7%AddedHolders
Q3 2025443$325.4K0.1%−107−19.5%ReducedHolders
Q2 2025550$406.0K0.1%−30−5.2%ReducedHolders
Q1 2025580$334.2K0.1%−16−2.7%ReducedHolders
Q4 2024596$348.8K0.1%−484−44.8%ReducedHolders
Q3 20241,080$618.0K0.2%+133+14.0%AddedHolders
Q2 2024947$477.7K0.2%+381+67.3%AddedHolders
Q1 2024566$274.9K0.1%+566NewHolders
Q2 20220$00.0%−744−100.0%Sold outHolders
Q1 2022744$250.0K0.1%00.0%UnchangedHolders
Q4 2021744$250.0K0.1%+744NewHolders
Q3 20210$00.0%−599−100.0%Sold outHolders
Q2 2021599$208.0K0.1%+599NewHolders