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Portfolio (Quarterly) Guide ↗

TruWealth Advisors, LLC

· CIK 0001834985
13F Portfolio $2.1B AUM 182 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 85 Added 50 Reduced 12 Exited
Page 2 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GS GOLDMAN SACHS GROUP INC Financial Services 28,298.0 $23.9M 1.15% +658.0 +2.4% $845.98 +25.6%
22 CGMS CAPITAL GRP FIXED INCM ETF T 870,241.0 $23.7M 1.14% +94K +12.2% $27.23 +0.9%
23 NVDA NVIDIA CORPORATION Technology 133,636.0 $23.3M 1.12% +3K +2.5% $174.40 +17.7%
24 V VISA INC Financial Services 75,937.0 $23.0M 1.10% +4K +5.3% $302.24 +5.6%
25 WPC WP CAREY INC Real Estate 314,898.0 $21.4M 1.03% +15K +5.0% $67.96 +11.2%
26 IAU ISHARES GOLD TR Financial Services 240,881.0 $21.2M 1.02% +4K +1.9% $88.16 -10.2%
27 ABBV ABBVIE INC Healthcare 90,190.0 $19.6M 0.94% +3K +3.4% $217.48 +4.7%
28 FLMI FRANKLIN TEMPLETON ETF TR 746,251.0 $18.5M 0.89% +138K +22.6% $24.79 +0.9%
29 GD GENERAL DYNAMICS CORP Industrials 50,502.0 $17.3M 0.83% +1K +2.6% $343.22 +5.0%
30 VUSB VANGUARD BD INDEX FDS 326,580.0 $16.3M 0.78% +44K +15.6% $49.78 -0.2%
31 BMY BRISTOL-MYERS SQUIBB CO Healthcare 257,538.0 $15.6M 0.75% +6K +2.4% $60.65 -5.8%
32 T AT&T INC Communication Services 515,189.0 $14.9M 0.72% +496K +2602.3% $28.99 -18.7%
33 GSK GSK PLC Healthcare 269,102.0 $14.9M 0.71% +3K +1.0% $55.19 -3.9%
34 FENI FIDELITY COVINGTON TRUST 396,639.0 $14.8M 0.71% +48K +13.8% $37.20 +8.3%
35 META META PLATFORMS INC Communication Services 25,309.0 $14.5M 0.70% +1K +5.4% $572.13 -0.9%
36 AGG ISHARES TR 140,960.0 $14.0M 0.67% +14K +11.1% $99.27 -0.5%
37 FSMB FIRST TR EXCH TRADED FD III 668,643.0 $13.3M 0.64% +49K +7.9% $19.96 +0.3%
38 MMIT NEW YORK LIFE INVTS ACTIVE E 534,964.0 $12.9M 0.62% +17K +3.2% $24.10 +0.9%
39 SCHB SCHWAB STRATEGIC TR 484,717.0 $12.2M 0.58% +6K +1.3% $25.10 +14.3%
40 AEP AMERICAN ELEC PWR CO INC Utilities 78,400.0 $10.3M 0.49% +6K +8.1% $131.08 -1.4%
Page 2 of 5  ·  85 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.1%
Financial Services 16.4%
Healthcare 10.1%
Industrials 9.9%
Communication Services 9.5%
Energy 7.7%
Consumer Cyclical 5.3%
Consumer Defensive 5.1%
Basic Materials 4.0%
Real Estate 2.5%