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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 8 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XLI SELECT SECTOR SPDR TR 2,266.0 $352K 0.02% NEW $155.14 +15.9%
142 GLD SPDR GOLD TR Financial Services 882.0 $350K 0.02% NEW $396.34 +0.3%
143 PM PHILIP MORRIS INTL INC Consumer Defensive 2,159.0 $346K 0.02% NEW $160.40 +14.8%
144 ABT ABBOTT LABS Healthcare 2,591.0 $325K 0.02% NEW $125.27 -27.7%
145 PHO INVESCO EXCHANGE TRADED FD T 4,542.0 $320K 0.02% NEW $70.41 -3.7%
146 VOOG VANGUARD ADMIRAL FDS INC 690.0 $307K 0.01% NEW $444.59 -81.4%
147 CEG CONSTELLATION ENERGY CORP Utilities 817.0 $289K 0.01% NEW $353.27 -24.1%
148 KO COCA COLA CO Consumer Defensive 4,046.0 $283K 0.01% NEW $69.91 +14.8%
149 RTX RTX CORPORATION Industrials 1,530.0 $281K 0.01% NEW $183.41 +1.8%
150 FHN FIRST HORIZON CORPORATION Financial Services 11,726.0 $280K 0.01% NEW $23.90 +4.3%
151 ALL ALLSTATE CORP Financial Services 1,320.0 $275K 0.01% NEW $208.15 +7.2%
152 SUB ISHARES TR 2,524.0 $269K 0.01% NEW $106.70 -0.2%
153 GE GE AEROSPACE Industrials 866.0 $267K 0.01% NEW $308.04 +14.2%
154 DIVB ISHARES TR 4,951.0 $263K 0.01% NEW $53.15 +16.3%
155 VBR VANGUARD INDEX FDS 1,203.0 $255K 0.01% NEW $211.79 +13.6%
156 PEP PEPSICO INC Consumer Defensive 1,760.0 $253K 0.01% NEW $143.49 +1.8%
157 IDXX IDEXX LABS INC Healthcare 368.0 $249K 0.01% NEW $676.53 -15.3%
158 IWL ISHARES TR 1,453.0 $248K 0.01% NEW $170.60 +8.7%
159 AMD ADVANCED MICRO DEVICES INC Technology 1,154.0 $247K 0.01% NEW $214.16 +136.9%
160 VIGI VANGUARD WHITEHALL FDS 2,662.0 $243K 0.01% NEW $91.44 +3.2%
Page 8 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%