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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 3 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QUAL ISHARES TR 35,826.0 $6.9M 0.33% +2K +6.9% $191.81 +13.1%
42 MUST COLUMBIA ETF TR I 294,981.0 $6.1M 0.29% +4K +1.4% $20.51 +0.3%
43 IDMO INVESCO EXCH TRADED FD TR II 107,389.0 $5.9M 0.28% +9K +9.2% $54.84 +9.1%
44 SMH VANECK ETF TRUST 13,942.0 $5.3M 0.26% +73.0 +0.5% $383.40 +61.7%
45 JMUB J P MORGAN EXCHANGE TRADED F 104,564.0 $5.2M 0.25% +899.0 +0.9% $49.99 +0.7%
46 RDVY FIRST TR EXCHANGE TRADED FD 75,898.0 $5.2M 0.25% +546.0 +0.7% $68.28 +15.1%
47 GSY INVESCO ACTIVELY MANAGED EXC 102,682.0 $5.1M 0.25% +18K +21.4% $50.12 +0.2%
48 JCPB J P MORGAN EXCHANGE TRADED F 103,274.0 $4.9M 0.23% +3K +2.7% $47.08 -0.6%
49 MUNI PIMCO ETF TR 92,985.0 $4.9M 0.23% +1K +1.5% $52.19 +0.3%
50 XMMO INVESCO EXCHANGE TRADED FD T 27,169.0 $3.9M 0.19% +270.0 +1.0% $145.02 +17.0%
51 VCSH VANGUARD SCOTTSDALE FDS 46,875.0 $3.7M 0.18% +5K +10.7% $79.27 -0.5%
52 SPLV INVESCO EXCH TRADED FD TR II 43,337.0 $3.2M 0.15% +2K +5.8% $73.14 +1.8%
53 VGT VANGUARD WORLD FD 3,832.0 $2.7M 0.13% +116.0 +3.1% $697.41 -83.3%
54 MCD MCDONALDS CORP Consumer Cyclical 8,542.0 $2.7M 0.13% +480.0 +6.0% $310.77 -8.4%
55 HD HOME DEPOT INC Consumer Cyclical 7,275.0 $2.4M 0.12% +166.0 +2.3% $328.89 -0.2%
56 VNLA JANUS DETROIT STR TR 40,325.0 $2.0M 0.10% +5K +13.4% $48.86 +0.2%
57 IVV ISHARES TR 2,643.0 $1.7M 0.08% +37.0 +1.4% $653.27 +14.1%
58 FDVV FIDELITY COVINGTON TRUST 28,700.0 $1.6M 0.08% +1K +4.9% $55.24 +11.3%
59 IJR ISHARES TR 11,928.0 $1.5M 0.07% +219.0 +1.9% $124.31 +15.6%
60 JNJ JOHNSON & JOHNSON Healthcare 5,451.0 $1.3M 0.06% +103.0 +1.9% $244.38 -1.4%
Page 3 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%