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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 9 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 UNH UNITEDHEALTH GROUP INC Healthcare 725.0 $239K 0.01% NEW $330.12 +24.5%
162 LQD ISHARES TR 2,171.0 $239K 0.01% NEW $110.21 -1.0%
163 XSVM INVESCO EXCHANGE TRADED FD T 4,180.0 $239K 0.01% NEW $57.14 +19.8%
164 TMFC RBB FD INC 3,302.0 $237K 0.01% NEW $71.77 +6.7%
165 IWR ISHARES TR 2,450.0 $236K 0.01% NEW $96.27 +13.2%
166 SHY ISHARES TR 2,828.0 $234K 0.01% NEW $82.83 -0.8%
167 COP CONOCOPHILLIPS Energy 2,449.0 $229K 0.01% NEW $93.61 +18.9%
168 ENTERGY CORP NEW 2,455.0 $227K 0.01% NEW $92.43
169 J JACOBS SOLUTIONS INC Industrials 1,712.0 $227K 0.01% NEW $132.46 -5.8%
170 XSMO INVESCO EXCHANGE TRADED FD T 3,136.0 $226K 0.01% NEW $72.01 +23.5%
171 AMAT APPLIED MATLS INC Technology 875.0 $225K 0.01% NEW $256.99 +121.1%
172 FXD FIRST TR EXCHANGE TRADED FD 3,265.0 $223K 0.01% NEW $68.37 +1.6%
173 XLE SELECT SECTOR SPDR TR 4,842.0 $216K 0.01% NEW $44.71 +23.8%
174 VTV VANGUARD INDEX FDS 1,116.0 $213K 0.01% NEW $190.99 +14.2%
175 DIS DISNEY WALT CO Communication Services 1,854.0 $211K 0.01% NEW $113.77 -11.0%
176 VLO VALERO ENERGY CORP Energy 1,285.0 $209K 0.01% NEW $162.77 +51.8%
177 CRM SALESFORCE INC Technology 777.0 $206K 0.01% NEW $264.91 -39.0%
178 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 737.0 $206K 0.01% NEW $278.92 +12.2%
179 ACM AECOM Industrials 2,148.0 $205K 0.01% NEW $95.33 -25.5%
180 PNQI INVESCO EXCHANGE TRADED FD T 3,756.0 $203K 0.01% NEW $53.95 -13.1%
Page 9 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%