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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 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TBIL RBB FD INC 18,127.0 $904K 0.04% -496.0 -2.7% $49.86 +0.1%
22 VIG VANGUARD SPECIALIZED FUNDS 4,129.0 $888K 0.04% -110.0 -2.6% $215.08 +9.6%
23 VYM VANGUARD WHITEHALL FDS 5,623.0 $833K 0.04% -207.0 -3.5% $148.10 +8.3%
24 VUG VANGUARD INDEX FDS 1,889.0 $825K 0.04% -35.0 -1.8% $436.83 -80.5%
25 WPM WHEATON PRECIOUS METALS CORP Basic Materials 6,232.0 $816K 0.04% -37.0 -0.6% $131.01 -14.0%
26 BX BLACKSTONE INC Financial Services 7,042.0 $809K 0.04% -1K -16.0% $114.93 +6.8%
27 IHI ISHARES TR 13,976.0 $745K 0.04% -2K -10.2% $53.33 -6.9%
28 MA MASTERCARD INCORPORATED Financial Services 1,228.0 $614K 0.03% -21.0 -1.7% $499.78 -2.0%
29 SO SOUTHERN CO Utilities 5,708.0 $551K 0.03% -109.0 -1.9% $96.52 -2.6%
30 XLV SELECT SECTOR SPDR TR 3,701.0 $543K 0.03% -100.0 -2.6% $146.60 +4.9%
31 PG PROCTER & GAMBLE CO Consumer Defensive 3,480.0 $503K 0.02% -820.0 -19.1% $144.44 +3.6%
32 TSLA TESLA INC Consumer Cyclical 1,332.0 $495K 0.02% -12.0 -0.9% $371.75 +9.3%
33 MUSA MURPHY USA INC Consumer Cyclical 892.0 $441K 0.02% -166.0 -15.7% $493.97 +26.0%
34 XLK SELECT SECTOR SPDR TR 3,283.0 $436K 0.02% -69.0 -2.1% $132.90 +39.0%
35 BLUE OWL CAPITAL CORPORATION 36,286.0 $401K 0.02% -7K -15.2% $11.06
36 IVW ISHARES TR 3,216.0 $364K 0.02% -136.0 -4.1% $113.11 +19.4%
37 COF CAPITAL ONE FINL CORP Financial Services 1,935.0 $353K 0.02% -2K -52.7% $182.43 +1.3%
38 MS MORGAN STANLEY Financial Services 1,953.0 $321K 0.01% -32.0 -1.6% $164.57 +30.1%
39 XLE SELECT SECTOR SPDR TR 4,817.0 $295K 0.01% -25.0 -0.5% $61.25 -6.0%
40 AMAT APPLIED MATLS INC Technology 840.0 $287K 0.01% -35.0 -4.0% $341.79 +66.0%
Page 2 of 3  ·  50 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%