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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 8 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AXP AMERICAN EXPRESS CO Financial Services 1,162.0 $351K 0.02% +59.0 +5.3% $302.48 +7.6%
142 VLO VALERO ENERGY CORP Energy 1,313.0 $324K 0.02% +28.0 +2.2% $247.08 +3.4%
143 MS MORGAN STANLEY Financial Services 1,953.0 $321K 0.01% -32.0 -1.6% $164.57 +30.1%
144 KO COCA COLA CO Consumer Defensive 4,206.0 $320K 0.01% +160.0 +4.0% $76.05 +8.6%
145 RTX RTX CORPORATION Industrials 1,653.0 $319K 0.01% +123.0 +8.0% $192.91 -4.9%
146 XLE SELECT SECTOR SPDR TR 4,817.0 $295K 0.01% -25.0 -0.5% $61.25 -6.0%
147 LNG CHENIERE ENERGY INC Energy 1,021.0 $290K 0.01% NEW $283.76 -15.0%
148 AMAT APPLIED MATLS INC Technology 840.0 $287K 0.01% -35.0 -4.0% $341.79 +66.0%
149 ENTERGY CORP NEW 2,553.0 $287K 0.01% +98.0 +4.0% $112.36
150 DIVB ISHARES TR 5,230.0 $282K 0.01% +279.0 +5.6% $53.95 +15.2%
151 VOOG VANGUARD ADMIRAL FDS INC 690.0 $281K 0.01% $407.69 -80.1%
152 ALL ALLSTATE CORP Financial Services 1,320.0 $274K 0.01% $207.34 +6.9%
153 ORCL ORACLE CORP Technology 1,857.0 $273K 0.01% +36.0 +2.0% $147.11 +25.2%
154 ABT ABBOTT LABORATORIES Healthcare 2,646.0 $272K 0.01% +55.0 +2.1% $102.68 -14.1%
155 XSMO INVESCO EXCHANGE TRADED FD T 3,532.0 $269K 0.01% +396.0 +12.6% $76.02 +18.0%
156 PHO INVESCO EXCHANGE TRADED FD T 4,013.0 $268K 0.01% -529.0 -11.7% $66.86 -0.1%
157 VBR VANGUARD INDEX FDS 1,203.0 $261K 0.01% $217.25 +11.1%
158 EVTR MORGAN STANLEY ETF TRUST 5,090.0 $258K 0.01% NEW $50.75 +0.0%
159 FHN FIRST HORIZON CORPORATION Financial Services 11,195.0 $255K 0.01% -531.0 -4.5% $22.76 +10.5%
160 XSVM INVESCO EXCHANGE TRADED FD T 4,180.0 $252K 0.01% $60.26 +14.9%
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 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%