TRUEWEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IIPR | 73K | $4.52M |
 | T | 71K | $1.47M |
 | SFBS | 65K | $5.68M |
 | KMI | 43K | $1.38M |
 | SO | 40K | $3.88M |
 | BMNR | 33K | $444.59K |
 | RF | 33K | $988.60K |
 | VZ | 26K | $1.08M |
 | CSX | 25K | $1.17M |
 | WMT | 22K | $2.46M |
 | WMB | 21K | $1.53M |
 | SMA | 20K | $647.95K |
 | BAC | 17K | $955.84K |
 | HBAN | 16K | $275.31K |
 | HEI-A | 15K | $3.93M |
 | XOM | 13K | $1.78M |
 | PFE | 12K | $287.12K |
 | GL | 12K | $2.09M |
 | AAPL | 11K | $3.24M |
 | CVX | 11K | $1.76M |
Innovative Industrial Properties, Inc.
IIPR
Shares Held
73K
Value
$4.52M
AT&T Inc.
T
Shares Held
71K
Value
$1.47M
ServisFirst Bancshares, Inc.
SFBS
Shares Held
65K
Value
$5.68M
Kinder Morgan, Inc.
KMI
Shares Held
43K
Value
$1.38M
The Southern Company
SO
Shares Held
40K
Value
$3.88M
Bitmine Immersion Technologies, Inc.
BMNR
Shares Held
33K
Value
$444.59K
Regions Financial Corporation
RF
Shares Held
33K
Value
$988.60K
Verizon Communications Inc.
VZ
Shares Held
26K
Value
$1.08M
CSX Corporation
CSX
Shares Held
25K
Value
$1.17M
Walmart Inc.
WMT
Shares Held
22K
Value
$2.46M
The Williams Companies, Inc.
WMB
Shares Held
21K
Value
$1.53M
Smartstop Self Storage REIT Inc
SMA
Shares Held
20K
Value
$647.95K
Bank of America Corporation
BAC
Shares Held
17K
Value
$955.84K
Huntington Bancshares Incorporated
HBAN
Shares Held
16K
Value
$275.31K
HEICO Corporation
HEI-A
Shares Held
15K
Value
$3.93M
Exxon Mobil Corporation
XOM
Shares Held
13K
Value
$1.78M
Pfizer Inc.
PFE
Shares Held
12K
Value
$287.12K
Globe Life Inc.
GL
Shares Held
12K
Value
$2.09M
Apple Inc.
AAPL
Shares Held
11K
Value
$3.24M
Chevron Corporation
CVX
Shares Held
11K
Value
$1.76M