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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 9 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GE GE AEROSPACE Industrials 873.0 $248K 0.01% +7.0 +0.8% $283.79 +25.8%
162 PEP PEPSICO INC Consumer Defensive 1,543.0 $240K 0.01% -217.0 -12.3% $155.29 -8.8%
163 IWL ISHARES TR 1,453.0 $233K 0.01% $160.45 +14.2%
164 AMD ADVANCED MICRO DEVICES INC Technology 1,144.0 $233K 0.01% -10.0 -0.9% $203.43 +151.9%
165 FIX COMFORT SYS USA INC Industrials 166.0 $229K 0.01% NEW $1378.99 +40.1%
166 COKE COCA COLA CONS INC Consumer Defensive 1,178.0 $226K 0.01% NEW $191.82 -4.3%
167 COP CONOCOPHILLIPS Energy 1,701.0 $225K 0.01% -748.0 -30.5% $132.00 -15.8%
168 MPC MARATHON PETE CORP Energy 917.0 $224K 0.01% NEW $244.29 +0.1%
169 SHY ISHARES TR 2,684.0 $222K 0.01% -144.0 -5.1% $82.58 -0.8%
170 GEV GE VERNOVA INC Utilities 251.0 $219K 0.01% NEW $872.90 +20.2%
171 TMFC RBB FD INC 3,302.0 $218K 0.01% $65.97 +14.5%
172 VTV VANGUARD INDEX FDS 1,107.0 $217K 0.01% -9.0 -0.8% $196.20 +10.1%
173 IWR ISHARES TR 2,196.0 $214K 0.01% -254.0 -10.4% $97.23 +10.6%
174 J JACOBS SOLUTIONS INC Industrials 1,665.0 $212K 0.01% -47.0 -2.8% $127.28 -3.5%
175 FXD FIRST TR EXCHANGE-TRADED FD 3,265.0 $209K 0.01% $64.02 +6.0%
176 MUR MURPHY OIL CORP Energy 5,044.0 $208K 0.01% NEW $41.25 -14.5%
177 MO ALTRIA GROUP INC Consumer Defensive 3,147.0 $208K 0.01% NEW $65.99 +4.5%
178 FXR FIRST TR EXCHANGE-TRADED FD 2,501.0 $204K 0.01% NEW $81.63 +7.4%
179 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 737.0 $203K 0.01% $275.18 +9.6%
180 LQD ISHARES TR 1,853.0 $202K 0.01% -318.0 -14.7% $108.77 +0.0%
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 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%