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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 4 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MUST COLUMBIA ETF TR I 294,981.0 $6.1M 0.29% +4K +1.4% $20.51 +0.6%
62 IDMO INVESCO EXCH TRADED FD TR II 107,389.0 $5.9M 0.28% +9K +9.2% $54.84 +11.2%
63 CVX CHEVRON CORPORATION Energy 26,462.0 $5.5M 0.26% -334.0 -1.2% $206.91 -14.2%
64 SMH VANECK ETF TRUST 13,942.0 $5.3M 0.26% +73.0 +0.5% $383.40 +62.8%
65 SPY STATE STR SPDR S&P 500 ETF T Financial Services 8,107.0 $5.3M 0.25% -77.0 -0.9% $650.31 +14.0%
66 JMUB J P MORGAN EXCHANGE TRADED F 104,564.0 $5.2M 0.25% +899.0 +0.9% $49.99 +0.7%
67 RDVY FIRST TR EXCHANGE TRADED FD 75,898.0 $5.2M 0.25% +546.0 +0.7% $68.28 +15.0%
68 GSY INVESCO ACTIVELY MANAGED EXC 102,682.0 $5.1M 0.25% +18K +21.4% $50.12 +0.2%
69 JCPB J P MORGAN EXCHANGE TRADED F 103,274.0 $4.9M 0.23% +3K +2.7% $47.08 -0.7%
70 MUNI PIMCO ETF TR 92,985.0 $4.9M 0.23% +1K +1.5% $52.19 +0.4%
71 GOOGL ALPHABET INC Communication Services 15,538.0 $4.5M 0.21% -208.0 -1.3% $287.55 +26.5%
72 WMT WALMART INC Consumer Defensive 32,516.0 $4.0M 0.19% $124.28 -2.6%
73 XMMO INVESCO EXCHANGE TRADED FD T 27,169.0 $3.9M 0.19% +270.0 +1.0% $145.02 +17.0%
74 VCSH VANGUARD SCOTTSDALE FDS 46,875.0 $3.7M 0.18% +5K +10.7% $79.27 -0.7%
75 XOM EXXON MOBIL CORP Energy 20,601.0 $3.5M 0.17% -238.0 -1.1% $169.66 -16.4%
76 SPLV INVESCO EXCH TRADED FD TR II 43,337.0 $3.2M 0.15% +2K +5.8% $73.14 +0.2%
77 BERKSHIRE HATHAWAY INC DEL 5,811.0 $2.8M 0.13% -70.0 -1.2% $479.20
78 VGT VANGUARD WORLD FD 3,832.0 $2.7M 0.13% +116.0 +3.1% $697.41 -83.2%
79 MCD MCDONALDS CORP Consumer Cyclical 8,542.0 $2.7M 0.13% +480.0 +6.0% $310.77 -8.7%
80 HD HOME DEPOT INC Consumer Cyclical 7,275.0 $2.4M 0.12% +166.0 +2.3% $328.89 -0.4%
Page 4 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%