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 101–150 of 182
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FXL | FIRST TR EXCHANGE TRADED FD | 5K | $500K+ | SH |
| PFE | PFIZER INC | 36K | $500K+ | SH |
| SYK | STRYKER CORPORATION | 3K | $500K+ | SH |
| DVY | ISHARES TR | 6K | $500K+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 6K | $500K+ | SH |
| WPM | WHEATON PRECIOUS METALS CORP | 6K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 1K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 13K | $500K+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 3K | $500K+ | SH |
| VV | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 4K | $500K+ | SH |
| TSLA | TESLA INC | 1K | $500K+ | SH |
| APH | AMPHENOL CORP NEW | 4K | $500K+ | SH |
| XLV | SELECT SECTOR SPDR TR | 4K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 5K | $500K+ | SH |
| KLAC | KLA CORP | 467 | $500K+ | SH |
| SMMU | PIMCO ETF TR | 11K | $500K+ | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 43K | $500K+ | SH |
| FDSB | FIFTH DIST BANCORP INC | 35K | $500K+ | SH |
| SSO | PROSHARES TR | 9K | $500K+ | SH |
| SO | SOUTHERN CO | 6K | $500K+ | SH |
| HUBB | HUBBELL INC | 1K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 5K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| T | AT&T INC | 19K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| VST | VISTRA CORP | 3K | $100K–$500K | SH |
| QTEC | FIRST TR EXCHANGE-TRADED FD | 2K | $100K–$500K | SH |
| MUSA | MURPHY USA INC | 1K | $100K–$500K | SH |
| FIW | FIRST TR EXCHANGE-TRADED FD | 4K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 4K | $100K–$500K | SH |
| IVW | ISHARES TR | 3K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 1K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 3K | $100K–$500K | SH |
| CFA | VICTORY PORTFOLIOS II | 4K | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| LOW | LOWES COS INC | 2K | $100K–$500K | SH |
| ATO | ATMOS ENERGY CORP | 2K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 2K | $100K–$500K | SH |
| XLI | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 882 | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 2K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 3K | $100K–$500K | SH |
| PHO | INVESCO EXCHANGE TRADED FD T | 5K | $100K–$500K | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 690 | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 817 | $100K–$500K | SH |
| KO | COCA COLA CO | 4K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| FHN | FIRST HORIZON CORPORATION | 12K | $100K–$500K | SH |