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Portfolio (Quarterly) Guide ↗

TruWealth Advisors, LLC

· CIK 0001834985
13F Portfolio $2.0B AUM 182 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 182 New
Page 3 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPHQ INVESCO EXCHANGE TRADED FD T 248,247.0 $18.6M 0.91% NEW $75.05 +18.1%
42 DFIV DIMENSIONAL ETF TRUST 360,014.0 $18.0M 0.88% NEW $49.90 +12.2%
43 GD GENERAL DYNAMICS CORP Industrials 49,229.0 $16.6M 0.81% NEW $336.66 +8.2%
44 META META PLATFORMS INC Communication Services 24,003.0 $15.8M 0.78% NEW $660.10 -9.1%
45 FLMI FRANKLIN TEMPLETON ETF TR 608,577.0 $15.1M 0.74% NEW $24.87 +0.7%
46 VUSB VANGUARD BD INDEX FDS 282,561.0 $14.1M 0.69% NEW $49.84 -0.2%
47 BMY BRISTOL-MYERS SQUIBB CO Healthcare 251,552.0 $13.6M 0.66% NEW $53.94 +3.7%
48 GSK GSK PLC Healthcare 266,382.0 $13.1M 0.64% NEW $49.04 +6.5%
49 FENI FIDELITY COVINGTON TRUST 348,686.0 $12.8M 0.62% NEW $36.58 +11.1%
50 AGG ISHARES TR 126,909.0 $12.7M 0.62% NEW $99.88 -0.9%
51 MMIT NEW YORK LIFE INVTS ACTIVE E 518,202.0 $12.6M 0.62% NEW $24.33 +0.1%
52 SCHB SCHWAB STRATEGIC TR 478,351.0 $12.5M 0.61% NEW $26.23 +10.6%
53 FSMB FIRST TR EXCH TRADED FD III 619,568.0 $12.4M 0.61% NEW $20.05 -0.1%
54 VEU VANGUARD INTL EQUITY INDEX F 148,471.0 $10.9M 0.53% NEW $73.56 +15.2%
55 IJH ISHARES TR 161,710.0 $10.7M 0.52% NEW $66.00 +15.0%
56 AEP AMERICAN ELEC PWR CO INC Utilities 72,511.0 $8.4M 0.41% NEW $115.31 +12.5%
57 VO VANGUARD INDEX FDS 25,585.0 $7.4M 0.36% NEW $290.22 -72.2%
58 SCHD SCHWAB STRATEGIC TR 245,401.0 $6.8M 0.33% NEW $27.54 +18.1%
59 QUAL ISHARES TR 33,510.0 $6.7M 0.33% NEW $198.62 +9.6%
60 MUST COLUMBIA ETF TR I 290,982.0 $6.0M 0.29% NEW $20.61 +0.3%
Page 3 of 10  ·  182 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 31.3%
Financial Services 17.5%
Healthcare 10.7%
Communication Services 8.8%
Industrials 8.4%
Energy 6.0%
Consumer Cyclical 5.9%
Consumer Defensive 4.4%
Basic Materials 3.6%
Real Estate 2.3%