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 51–100 of 182
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MMIT | NEW YORK LIFE INVTS ACTIVE E | 518K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 478K | $1M+ | SH |
| FSMB | FIRST TR EXCH TRADED FD III | 620K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 148K | $1M+ | SH |
| IJH | ISHARES TR | 162K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 73K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 26K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 245K | $1M+ | SH |
| QUAL | ISHARES TR | 34K | $1M+ | SH |
| MUST | COLUMBIA ETF TR I | 291K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 8K | $1M+ | SH |
| IDMO | INVESCO EXCH TRADED FD TR II | 98K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 104K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 75K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 14K | $1M+ | SH |
| GOOGL | ALPHABET INC | 16K | $1M+ | SH |
| MUNI | PIMCO ETF TR | 92K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 101K | $1M+ | SH |
| GSY | INVESCO ACTIVELY MANAGED EXC | 85K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 27K | $1M+ | SH |
| XMMO | INVESCO EXCHANGE TRADED FD T | 27K | $1M+ | SH |
| WMT | WALMART INC | 33K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 42K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6K | $1M+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 41K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 4K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 21K | $1M+ | SH |
| MCD | MCDONALDS CORP | 8K | $1M+ | SH |
| HD | HOME DEPOT INC | 7K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 8K | $1M+ | SH |
| IVV | ISHARES TR | 3K | $1M+ | SH |
| VNLA | JANUS DETROIT STR TR | 36K | $1M+ | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 6K | $1M+ | SH |
| AMP | AMERIPRISE FINL INC | 3K | $1M+ | SH |
| FDVV | FIDELITY COVINGTON TRUST | 27K | $1M+ | SH |
| IJR | ISHARES TR | 12K | $1M+ | SH |
| IWY | ISHARES TR | 5K | $1M+ | SH |
| BX | BLACKSTONE INC | 8K | $1M+ | SH |
| COWZ | PACER FDS TR | 21K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 2K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 22K | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| MCK | MCKESSON CORP | 1K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 5K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 4K | $500K+ | SH |
| IGV | ISHARES TR | 9K | $500K+ | SH |
| IHI | ISHARES TR | 16K | $500K+ | SH |
| VUG | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 4K | $500K+ | SH |
| TBIL | RBB FD INC | 19K | $500K+ | SH |