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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 7 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MRK MERCK & CO INC Healthcare 4,123.0 $496K 0.02% +169.0 +4.3% $120.29 -4.3%
122 TSLA TESLA INC Consumer Cyclical 1,332.0 $495K 0.02% -12.0 -0.9% $371.75 +8.9%
123 SSO PROSHARES TR 8,934.0 $463K 0.02% $51.88 +31.1%
124 MUSA MURPHY USA INC Consumer Cyclical 892.0 $441K 0.02% -166.0 -15.7% $493.97 +15.4%
125 SHV ISHARES TR 3,962.0 $437K 0.02% NEW $110.39 -0.1%
126 XLK SELECT SECTOR SPDR TR 3,283.0 $436K 0.02% -69.0 -2.1% $132.90 +40.3%
127 VST VISTRA CORP Utilities 2,839.0 $427K 0.02% +152.0 +5.7% $150.31 +2.1%
128 ATO ATMOS ENERGY CORP Utilities 2,231.0 $412K 0.02% $184.72 -8.2%
129 EMR EMERSON ELEC CO Industrials 3,124.0 $409K 0.02% +112.0 +3.7% $131.01 +13.6%
130 QTEC FIRST TR EXCHANGE-TRADED FD 1,874.0 $405K 0.02% $215.98 +49.9%
131 BLUE OWL CAPITAL CORPORATION 36,286.0 $401K 0.02% -7K -15.2% $11.06
132 CFA VICTORY PORTFOLIOS II 4,343.0 $397K 0.02% $91.48 +7.4%
133 FIW FIRST TR EXCHANGE-TRADED FD 3,843.0 $396K 0.02% $103.14 +3.5%
134 VB VANGUARD INDEX FDS 1,505.0 $394K 0.02% $261.70 +13.3%
135 GLD SPDR GOLD TR Financial Services 882.0 $380K 0.02% $430.33 -7.6%
136 LOW LOWES COS INC Consumer Cyclical 1,561.0 $369K 0.02% $236.35 -5.2%
137 XLI SELECT SECTOR SPDR TR 2,267.0 $367K 0.02% $161.73 +11.2%
138 IVW ISHARES TR 3,216.0 $364K 0.02% -136.0 -4.1% $113.11 +21.3%
139 PM PHILIP MORRIS INTL INC Consumer Defensive 2,173.0 $359K 0.02% +14.0 +0.7% $165.34 +11.3%
140 COF CAPITAL ONE FINL CORP Financial Services 1,935.0 $353K 0.02% -2K -52.7% $182.43 +10.0%
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 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%