TrueWealth Financial Partners
RIA/Wealth
TrueWealth Financial Partners is a RIA/Wealth based in Bellevue, WA led by Patrick Bruce Severson, reporting $224.7M in AUM as of Q3 2025 with 97% ETF concentration, 82% concentrated in top 10 holdings, and 23% allocation to VOO.
Managing PartnerPatrick Bruce Severson
- Portfolio Value
- $196.0M
- Positions
- 25
- Top Holding
- VOO at 22.92%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in TrueWealth Financial Partners's portfolio (81.9% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $44.9M | 22.92% | +$14.5M Bought | — 73.3K shares | |
ETF ETF | $19.5M | 9.94% | +$956.3K Bought | — 93.4K shares | |
ETF ETF | $15.8M | 8.07% | +$8.9M Bought | — 264.0K shares | |
ETF ETF | $14.7M | 7.51% | -$2.5M Sold | — 271.7K shares | |
ETF ETF | $14.1M | 7.17% | +$5.4M Bought | — 238.8K shares | |
ETF ETF | $12.2M | 6.21% | +$5.5M Bought | — 163.7K shares | |
ETF ETF | $11.0M | 5.63% | -$2.5M Sold | — 87.6K shares | |
ETF ETF | $10.3M | 5.28% | -$2.7M Sold | — 113.2K shares | |
ETF ETF | $10.1M | 5.14% | -$4.5M Sold | — 34.3K shares | |
ETF ETF | $7.9M | 4.05% | +$3.9M Bought | — 30.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in TrueWealth Financial Partners's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+128.29% | |
+99.99% | |
+95.19% | |
+82.8% | |
+62.33% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-82.27% | |
-75.08% | |
-68.14% | |
-65.08% |
Analytics
Portfolio insights and performance metrics for TrueWealth Financial Partners
GthenA