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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 7 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SO SOUTHERN CO Utilities 5,817.0 $507K 0.03% NEW $87.19 +6.8%
122 HUBB HUBBELL INC Industrials 1,088.0 $483K 0.02% NEW $444.12 +16.6%
123 NFLX NETFLIX INC Communication Services 5,151.0 $483K 0.02% NEW $93.76 -17.1%
124 XLK SELECT SECTOR SPDR TR 3,352.0 $483K 0.02% NEW $143.97 +31.2%
125 T AT&T INC Communication Services 19,065.0 $474K 0.02% NEW $24.84 -9.7%
126 PLTR PALANTIR TECHNOLOGIES INC Technology 2,568.0 $456K 0.02% NEW $177.75 -24.1%
127 VST VISTRA CORP Utilities 2,687.0 $433K 0.02% NEW $161.30 +0.2%
128 QTEC FIRST TR EXCHANGE-TRADED FD 1,874.0 $431K 0.02% NEW $230.21 +43.7%
129 MUSA MURPHY USA INC Consumer Cyclical 1,058.0 $427K 0.02% NEW $403.52 +41.5%
130 FIW FIRST TR EXCHANGE-TRADED FD 3,843.0 $418K 0.02% NEW $108.65 -1.1%
131 MRK MERCK & CO INC Healthcare 3,954.0 $416K 0.02% NEW $105.25 +10.0%
132 IVW ISHARES TR 3,352.0 $413K 0.02% NEW $123.26 +11.4%
133 AXP AMERICAN EXPRESS CO Financial Services 1,103.0 $408K 0.02% NEW $369.95 -6.7%
134 EMR EMERSON ELEC CO Industrials 3,012.0 $400K 0.02% NEW $132.71 +14.2%
135 CFA VICTORY PORTFOLIOS II 4,343.0 $395K 0.02% NEW $91.01 +8.1%
136 VB VANGUARD INDEX FDS 1,504.0 $388K 0.02% NEW $257.97 +15.8%
137 LOW LOWES COS INC Consumer Cyclical 1,564.0 $377K 0.02% NEW $241.18 -7.3%
138 ATO ATMOS ENERGY CORP Utilities 2,231.0 $374K 0.02% NEW $167.63 +1.3%
139 ORCL ORACLE CORP Technology 1,821.0 $355K 0.02% NEW $194.91 -3.1%
140 MS MORGAN STANLEY Financial Services 1,985.0 $352K 0.02% NEW $177.53 +27.3%
Page 7 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%