CIK 1834985
TruWealth Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
182
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 182
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 2.8M | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 332K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 4.1M | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 2.1M | $1M+ | SH |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 4.5M | $1M+ | SH |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 4.5M | $1M+ | SH |
| IWF | ISHARES TR | 138K | $1M+ | SH |
| AAPL | APPLE INC | 201K | $1M+ | SH |
| GOOG | ALPHABET INC | 165K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 97K | $1M+ | SH |
| AMZN | AMAZON COM INC | 185K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 118K | $1M+ | SH |
| LLY | ELI LILLY & CO | 35K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 149K | $1M+ | SH |
| FESM | FIDELITY COVINGTON TRUST | 904K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 335K | $1M+ | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 328K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 111K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 37K | $1M+ | SH |
| AVGO | BROADCOM INC | 91K | $1M+ | SH |
| FCX | FREEPORT-MCMORAN INC | 590K | $1M+ | SH |
| CSCO | CISCO SYS INC | 381K | $1M+ | SH |
| PWR | QUANTA SVCS INC | 64K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 42K | $1M+ | SH |
| IWD | ISHARES TR | 121K | $1M+ | SH |
| CAT | CATERPILLAR INC | 44K | $1M+ | SH |
| V | VISA INC | 72K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 130K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 28K | $1M+ | SH |
| SHEL | SHELL PLC | 323K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 37K | $1M+ | SH |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 776K | $1M+ | SH |
| BSCV | INVESCO EXCH TRD SLF IDX FD | 1.3M | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 68K | $1M+ | SH |
| UCON | FIRST TR EXCHNG TRADED FD VI | 796K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 117K | $1M+ | SH |
| ABBV | ABBVIE INC | 87K | $1M+ | SH |
| FANG | DIAMONDBACK ENERGY INC | 130K | $1M+ | SH |
| WPC | WP CAREY INC | 300K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 236K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 248K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 360K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 49K | $1M+ | SH |
| META | META PLATFORMS INC | 24K | $1M+ | SH |
| FLMI | FRANKLIN TEMPLETON ETF TR | 609K | $1M+ | SH |
| VUSB | VANGUARD BD INDEX FDS | 283K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 252K | $1M+ | SH |
| GSK | GSK PLC | 266K | $1M+ | SH |
| FENI | FIDELITY COVINGTON TRUST | 349K | $1M+ | SH |
| AGG | ISHARES TR | 127K | $1M+ | SH |