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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 6 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FXL FIRST TR EXCHANGE TRADED FD 5,462.0 $919K 0.04% NEW $168.28 +25.7%
102 PFE PFIZER INC Healthcare 36,367.0 $906K 0.04% NEW $24.90 +4.6%
103 SYK STRYKER CORPORATION Healthcare 2,572.0 $904K 0.04% NEW $351.47 -11.6%
104 DVY ISHARES TR 6,373.0 $900K 0.04% NEW $141.15 +10.8%
105 VYM VANGUARD WHITEHALL FDS 5,830.0 $837K 0.04% NEW $143.51 +11.8%
106 WPM WHEATON PRECIOUS METALS CORP Basic Materials 6,269.0 $737K 0.04% NEW $117.52 +9.1%
107 MA MASTERCARD INCORPORATED Financial Services 1,249.0 $713K 0.04% NEW $570.99 -12.2%
108 XLF SELECT SECTOR SPDR TR 12,519.0 $686K 0.03% NEW $54.77 -0.8%
109 RSP INVESCO EXCHANGE TRADED FD T 3,303.0 $633K 0.03% NEW $191.58 +10.7%
110 VV VANGUARD INDEX FDS 1,984.0 $624K 0.03% NEW $314.73 +9.8%
111 PG PROCTER AND GAMBLE CO Consumer Defensive 4,300.0 $616K 0.03% NEW $143.30 +6.4%
112 TSLA TESLA INC Consumer Cyclical 1,344.0 $604K 0.03% NEW $449.72 -10.0%
113 APH AMPHENOL CORP NEW Technology 4,403.0 $595K 0.03% NEW $135.14 +17.5%
114 XLV SELECT SECTOR SPDR TR 3,801.0 $588K 0.03% NEW $154.80 -1.2%
115 DUK DUKE ENERGY CORP NEW Utilities 4,930.0 $578K 0.03% NEW $117.21 +7.5%
116 KLAC KLA CORP Technology 467.0 $567K 0.03% NEW $1215.08 -80.5%
117 SMMU PIMCO ETF TR 11,036.0 $557K 0.03% NEW $50.43 +0.0%
118 BLUE OWL CAPITAL CORPORATION 42,803.0 $532K 0.03% NEW $12.43
119 FIFTH DIST BANCORP INC 34,999.0 $525K 0.03% NEW $15.00
120 SSO PROSHARES TR 8,934.0 $517K 0.03% NEW $57.92 +17.5%
Page 6 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%