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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 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBM INTERNATIONAL BUSINESS MACHS Technology 77,734.0 $18.8M 0.91% -33K -29.9% $242.39 +11.7%
42 FLMI FRANKLIN TEMPLETON ETF TR 746,251.0 $18.5M 0.89% +138K +22.6% $24.79 +1.0%
43 SPHQ INVESCO EXCHANGE TRADED FD T 244,394.0 $18.4M 0.88% -4K -1.6% $75.19 +17.9%
44 GD GENERAL DYNAMICS CORP Industrials 50,502.0 $17.3M 0.83% +1K +2.6% $343.22 +6.1%
45 VUSB VANGUARD BD INDEX FDS 326,580.0 $16.3M 0.78% +44K +15.6% $49.78 -0.1%
46 BMY BRISTOL-MYERS SQUIBB CO Healthcare 257,538.0 $15.6M 0.75% +6K +2.4% $60.65 -7.8%
47 T AT&T INC Communication Services 515,189.0 $14.9M 0.72% +496K +2602.3% $28.99 -20.1%
48 GSK GSK PLC Healthcare 269,102.0 $14.9M 0.71% +3K +1.0% $55.19 -5.4%
49 FENI FIDELITY COVINGTON TRUST 396,639.0 $14.8M 0.71% +48K +13.8% $37.20 +9.2%
50 META META PLATFORMS INC Communication Services 25,309.0 $14.5M 0.70% +1K +5.4% $572.13 +4.9%
51 AGG ISHARES TR 140,960.0 $14.0M 0.67% +14K +11.1% $99.27 -0.3%
52 FSMB FIRST TR EXCH TRADED FD III 668,643.0 $13.3M 0.64% +49K +7.9% $19.96 +0.3%
53 MMIT NEW YORK LIFE INVTS ACTIVE E 534,964.0 $12.9M 0.62% +17K +3.2% $24.10 +1.0%
54 SCHB SCHWAB STRATEGIC TR 484,717.0 $12.2M 0.58% +6K +1.3% $25.10 +15.5%
55 IJH ISHARES TR 161,983.0 $10.9M 0.53% $67.53 +12.4%
56 VEU VANGUARD INTL EQUITY INDEX F 143,078.0 $10.7M 0.52% -5K -3.6% $75.10 +12.8%
57 AEP AMERICAN ELEC PWR CO INC Utilities 78,400.0 $10.3M 0.49% +6K +8.1% $131.08 -1.0%
58 SCHD SCHWAB STRATEGIC TR 240,638.0 $7.4M 0.36% -5K -1.9% $30.78 +5.7%
59 VO VANGUARD INDEX FDS 24,991.0 $7.2M 0.34% -594.0 -2.3% $287.18 -71.9%
60 QUAL ISHARES TR 35,826.0 $6.9M 0.33% +2K +6.9% $191.81 +13.5%
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 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%