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 151–182 of 182
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ALL | ALLSTATE CORP | 1K | $100K–$500K | SH |
| SUB | ISHARES TR | 3K | $100K–$500K | SH |
| GE | GE AEROSPACE | 866 | $100K–$500K | SH |
| DIVB | ISHARES TR | 5K | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| IDXX | IDEXX LABS INC | 368 | $100K–$500K | SH |
| IWL | ISHARES TR | 1K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 1K | $100K–$500K | SH |
| VIGI | VANGUARD WHITEHALL FDS | 3K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 725 | $100K–$500K | SH |
| LQD | ISHARES TR | 2K | $100K–$500K | SH |
| XSVM | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| TMFC | RBB FD INC | 3K | $100K–$500K | SH |
| IWR | ISHARES TR | 2K | $100K–$500K | SH |
| SHY | ISHARES TR | 3K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 2K | $100K–$500K | SH |
| ETR | ENTERGY CORP NEW | 2K | $100K–$500K | SH |
| J | JACOBS SOLUTIONS INC | 2K | $100K–$500K | SH |
| XSMO | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 875 | $100K–$500K | SH |
| FXD | FIRST TR EXCHANGE TRADED FD | 3K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 5K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 2K | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP | 1K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 777 | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 737 | $100K–$500K | SH |
| ACM | AECOM | 2K | $100K–$500K | SH |
| PNQI | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| TLT | ISHARES TR | 2K | $100K–$500K | SH |
| F | FORD MTR CO | 10K | $100K–$500K | SH |