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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 5 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JIVE J P MORGAN EXCHANGE TRADED F 25,445.0 $2.2M 0.10% NEW $85.64 +10.4%
82 VHT VANGUARD WORLD FD 7,396.0 $2.0M 0.10% -407.0 -5.2% $272.34 +4.7%
83 VNLA JANUS DETROIT STR TR 40,325.0 $2.0M 0.10% +5K +13.4% $48.86 +0.3%
84 IVV ISHARES TR 2,643.0 $1.7M 0.08% +37.0 +1.4% $653.27 +15.1%
85 FDVV FIDELITY COVINGTON TRUST 28,700.0 $1.6M 0.08% +1K +4.9% $55.24 +11.8%
86 AMP AMERIPRISE FINL INC Financial Services 3,462.0 $1.5M 0.07% $444.39 +6.1%
87 IJR ISHARES TR 11,928.0 $1.5M 0.07% +219.0 +1.9% $124.31 +14.7%
88 FDN FIRST TR EXCHANGE-TRADED FD 6,072.0 $1.4M 0.07% -283.0 -4.5% $234.04 +15.6%
89 JNJ JOHNSON & JOHNSON Healthcare 5,451.0 $1.3M 0.06% +103.0 +1.9% $244.38 -3.8%
90 IWY ISHARES TR 5,130.0 $1.3M 0.06% +106.0 +2.1% $248.82 +16.2%
91 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 2,050.0 $1.3M 0.06% $616.76 +12.6%
92 COWZ PACER FDS TR 19,900.0 $1.2M 0.06% -812.0 -3.9% $62.56 +1.7%
93 MCK MCKESSON CORP Healthcare 1,376.0 $1.2M 0.06% +16.0 +1.2% $865.48 -9.2%
94 VXF VANGUARD INDEX FDS 5,651.0 $1.2M 0.06% $205.80 +16.2%
95 BAC BANK AMERICA CORP Financial Services 22,154.0 $1.1M 0.05% $48.75 +16.6%
96 PFE PFIZER INC Healthcare 36,369.0 $1.0M 0.05% $28.08 -7.3%
97 DVY ISHARES TR 6,378.0 $966K 0.05% $151.42 +3.3%
98 TBIL RBB FD INC 18,127.0 $904K 0.04% -496.0 -2.7% $49.86 +0.2%
99 VIG VANGUARD SPECIALIZED FUNDS 4,129.0 $888K 0.04% -110.0 -2.6% $215.08 +10.1%
100 FXL FIRST TR EXCHANGE-TRADED FD 5,462.0 $868K 0.04% $158.87 +33.1%
Page 5 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%