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TruWealth Advisors, LLC

· CIK 0001834985
13F Portfolio $2.1B AUM 182 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 FBND FIDELITY MERRIMACK STR TR 2,857,865 $130.4M 6.26% +50K +1.8% $45.62 -0.9%
2 PYLD PIMCO ETF TR 4,230,096 $110.8M 5.33% +160K +3.9% $26.20 +0.1%
3 JAAA JANUS DETROIT STR TR 2,186,984 $110.2M 5.29% +71K +3.3% $50.37 +0.5%
4 BSCS INVESCO EXCH TRD SLF IDX FD 4,542,994 $92.8M 4.46% +67K +1.5% $20.42 -0.1%
5 VTI VANGUARD INDEX FDS 266,959 $85.6M 4.12% -65K -19.5% $320.80 +13.1%
6 BSCU INVESCO EXCH TRD SLF IDX FD 4,680,408 $78.3M 3.76% +132K +2.9% $16.72 -0.4%
7 AAPL APPLE INC Technology 205,870 $52.2M 2.51% +5K +2.3% $253.79 +18.3%
8 XMHQ INVESCO EXCHANGE TRADED FD T 491,754 $50.8M 2.44% +164K +49.9% $103.37 +3.8%
9 GOOGL ALPHABET INC Communication Services 164,841 $47.3M 2.27% $286.84 +39.8%
10 IWF ISHARES TR 109,277 $46.6M 2.24% -29K -21.0% $426.38 -70.8%
11 AMZN AMAZON COM INC Consumer Cyclical 188,422 $39.2M 1.89% +3K +1.6% $208.26 +26.8%
12 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 38,183 $38.0M 1.83% +1K +3.1% $996.42 +4.5%
13 AVUV AMERICAN CENTY ETF TR 341,689 $37.7M 1.81% +7K +2.1% $110.47 +6.1%
14 DFIV DIMENSIONAL ETF TRUST 713,549 $37.7M 1.81% +354K +98.2% $52.78 +3.9%
15 MSFT MICROSOFT CORP Technology 101,532 $37.6M 1.81% +5K +4.9% $370.16 +10.6%
16 JPM JPMORGAN CHASE & CO Financial Services 123,130 $36.2M 1.74% +5K +4.1% $294.15 +2.0%
17 FESM FIDELITY COVINGTON TRUST 923,152 $35.1M 1.69% +19K +2.1% $38.00 +14.3%
18 QQQM INVESCO EXCH TRADED FD TR II 146,787 $34.9M 1.68% -2K -1.4% $237.61 +22.8%
19 PWR QUANTA SVCS INC Industrials 63,513 $34.9M 1.68% $549.02 +42.1%
20 FCX FREEPORT MCMORAN INC Basic Materials 579,556 $34.1M 1.64% -10K -1.7% $58.78 +12.5%
21 LLY ELI LILLY & CO Healthcare 35,900 $33.0M 1.59% +526 +1.5% $919.72 +9.5%
22 CAT CATERPILLAR INC Industrials 43,814 $31.0M 1.49% -412 -0.9% $708.45 +25.4%
23 SHEL SHELL PLC Energy 322,819 $30.0M 1.44% $93.00 -9.1%
24 CSCO CISCO SYS INC Technology 385,163 $29.9M 1.44% +5K +1.2% $77.59 +48.9%
25 AVGO BROADCOM INC Technology 94,899 $29.4M 1.41% +3K +3.8% $309.88 +37.2%
26 FANG DIAMONDBACK ENERGY INC Energy 132,880 $26.3M 1.26% +3K +2.4% $197.79 +1.2%
27 IWD ISHARES TR 122,607 $26.2M 1.26% +2K +1.4% $213.67 +8.7%
28 LRCX LAM RESEARCH CORP Technology 117,008 $25.0M 1.20% $213.66 +40.0%
29 NDQ INVESCO QQQ TR 42,058 $24.3M 1.17% +233 +0.6% $577.19
30 GS GOLDMAN SACHS GROUP INC Financial Services 28,298 $23.9M 1.15% +658 +2.4% $845.98 +14.5%
31 CGMS CAPITAL GRP FIXED INCM ETF T 870,241 $23.7M 1.14% +94K +12.2% $27.23 +0.4%
32 NVDA NVIDIA CORPORATION Technology 133,636 $23.3M 1.12% +3K +2.5% $174.40 +35.2%
33 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 68,323 $23.1M 1.11% $337.95 +23.6%
34 V VISA INC Financial Services 75,937 $23.0M 1.10% +4K +5.3% $302.24 +6.7%
35 VOO VANGUARD INDEX FDS 36,766 $22.0M 1.06% $597.55 +13.7%
36 WPC WP CAREY INC Real Estate 314,898 $21.4M 1.03% +15K +5.0% $67.96 +8.4%
37 IAU* ISHARES GOLD TR 240,881 $21.2M 1.02% +4K +1.9% $88.16
38 BSCV INVESCO EXCH TRD SLF IDX FD 1,242,679 $20.5M 0.98% -34K -2.7% $16.46 -0.6%
39 ABBV ABBVIE INC Healthcare 90,190 $19.6M 0.94% +3K +3.4% $217.48 -3.3%
40 UCON FIRST TR EXCHNG TRADED FD VI 774,486 $19.2M 0.92% -22K -2.7% $24.77 -0.1%
41 IBM INTERNATIONAL BUSINESS MACHS Technology 77,734 $18.8M 0.91% -33K -29.9% $242.39 -9.9%
42 FLMI FRANKLIN TEMPLETON ETF TR 746,251 $18.5M 0.89% +138K +22.6% $24.79 -0.2%
43 SPHQ INVESCO EXCHANGE TRADED FD T 244,394 $18.4M 0.88% -4K -1.6% $75.19 +9.8%
44 GD GENERAL DYNAMICS CORP Industrials 50,502 $17.3M 0.83% +1K +2.6% $343.22 -0.8%
45 VUSB VANGUARD BD INDEX FDS 326,580 $16.3M 0.78% +44K +15.6% $49.78 -0.2%
46 BMY BRISTOL-MYERS SQUIBB CO Healthcare 257,538 $15.6M 0.75% +6K +2.4% $60.65 -6.0%
47 T AT&T INC Communication Services 515,189 $14.9M 0.72% +496K +2602.3% $28.99 -14.9%
48 GSK GSK PLC Healthcare 269,102 $14.9M 0.71% +3K +1.0% $55.19 -7.7%
49 FENI FIDELITY COVINGTON TRUST 396,639 $14.8M 0.71% +48K +13.8% $37.20 +5.1%
50 META META PLATFORMS INC Communication Services 25,309 $14.5M 0.70% +1K +5.4% $572.13 +8.1%
51 AGG ISHARES TR 140,960 $14.0M 0.67% +14K +11.1% $99.27 -1.3%
52 FSMB FIRST TR EXCH TRADED FD III 668,643 $13.3M 0.64% +49K +7.9% $19.96 -0.1%
53 MMIT NEW YORK LIFE INVTS ACTIVE E 534,964 $12.9M 0.62% +17K +3.2% $24.10 +0.2%
54 SCHB SCHWAB STRATEGIC TR 484,717 $12.2M 0.58% +6K +1.3% $25.10 +13.2%
55 IJH ISHARES TR 161,983 $10.9M 0.53% $67.53 +6.9%
56 VEU VANGUARD INTL EQUITY INDEX F 143,078 $10.7M 0.52% -5K -3.6% $75.10 +7.9%
57 AEP AMERICAN ELEC PWR CO INC Utilities 78,400 $10.3M 0.49% +6K +8.1% $131.08 -4.5%
58 SCHD SCHWAB STRATEGIC TR 240,638 $7.4M 0.36% -5K -1.9% $30.78 +3.0%
59 VO VANGUARD INDEX FDS 24,991 $7.2M 0.34% -594 -2.3% $287.18 -73.4%
60 QUAL ISHARES TR 35,826 $6.9M 0.33% +2K +6.9% $191.81 +9.7%
61 MUST COLUMBIA ETF TR I 294,981 $6.1M 0.29% +4K +1.4% $20.51 -0.7%
62 IDMO INVESCO EXCH TRADED FD TR II 107,389 $5.9M 0.28% +9K +9.2% $54.84 +7.5%
63 CVX CHEVRON CORPORATION Energy 26,462 $5.5M 0.26% -334 -1.2% $206.91 -9.8%
64 SMH VANECK ETF TRUST 13,942 $5.3M 0.26% +73 +0.5% $383.40 +45.1%
65 SPY STATE STR SPDR S&P 500 ETF T Financial Services 8,107 $5.3M 0.25% -77 -0.9% $650.31 +13.7%
66 JMUB J P MORGAN EXCHANGE TRADED F 104,564 $5.2M 0.25% +899 +0.9% $49.99 -0.1%
67 RDVY FIRST TR EXCHANGE TRADED FD 75,898 $5.2M 0.25% +546 +0.7% $68.28 +7.8%
68 GSY INVESCO ACTIVELY MANAGED EXC 102,682 $5.1M 0.25% +18K +21.4% $50.12 +0.2%
69 JCPB J P MORGAN EXCHANGE TRADED F 103,274 $4.9M 0.23% +3K +2.7% $47.08 -1.3%
70 MUNI PIMCO ETF TR 92,985 $4.9M 0.23% +1K +1.5% $52.19 -0.3%
71 GOOGL ALPHABET INC Communication Services 15,538 $4.5M 0.21% -208 -1.3% $287.55 +39.5%
72 WMT WALMART INC Consumer Defensive 32,516 $4.0M 0.19% $124.28 +6.6%
73 XMMO INVESCO EXCHANGE TRADED FD T 27,169 $3.9M 0.19% +270 +1.0% $145.02 +13.0%
74 VCSH VANGUARD SCOTTSDALE FDS 46,875 $3.7M 0.18% +5K +10.7% $79.27 -0.6%
75 XOM EXXON MOBIL CORP Energy 20,601 $3.5M 0.17% -238 -1.1% $169.66 -10.0%
76 SPLV INVESCO EXCH TRADED FD TR II 43,337 $3.2M 0.15% +2K +5.8% $73.14 -1.1%
77 BRK/B BERKSHIRE HATHAWAY INC DEL 5,811 $2.8M 0.13% -70 -1.2% $479.20
78 VGT VANGUARD WORLD FD 3,832 $2.7M 0.13% +116 +3.1% $697.41 -83.8%
79 MCD MCDONALDS CORP Consumer Cyclical 8,542 $2.7M 0.13% +480 +6.0% $310.77 -11.5%
80 HD HOME DEPOT INC Consumer Cyclical 7,275 $2.4M 0.12% +166 +2.3% $328.89 -7.5%
81 JIVE J P MORGAN EXCHANGE TRADED F 25,445 $2.2M 0.10% NEW $85.64 +6.0%
82 VHT VANGUARD WORLD FD 7,396 $2.0M 0.10% -407 -5.2% $272.34 -0.6%
83 VNLA JANUS DETROIT STR TR 40,325 $2.0M 0.10% +5K +13.4% $48.86 +0.2%
84 IVV ISHARES TR 2,643 $1.7M 0.08% +37 +1.4% $653.27 +13.7%
85 FDVV FIDELITY COVINGTON TRUST 28,700 $1.6M 0.08% +1K +4.9% $55.24 +7.3%
86 AMP AMERIPRISE FINL INC Financial Services 3,462 $1.5M 0.07% $444.39 +5.8%
87 IJR ISHARES TR 11,928 $1.5M 0.07% +219 +1.9% $124.31 +7.7%
88 FDN FIRST TR EXCHANGE-TRADED FD 6,072 $1.4M 0.07% -283 -4.5% $234.04 +14.6%
89 JNJ JOHNSON & JOHNSON Healthcare 5,451 $1.3M 0.06% +103 +1.9% $244.38 -5.6%
90 IWY ISHARES TR 5,130 $1.3M 0.06% +106 +2.1% $248.82 +17.5%
91 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 2,050 $1.3M 0.06% $616.76 +6.9%
92 COWZ PACER FDS TR 19,900 $1.2M 0.06% -812 -3.9% $62.56 +0.6%
93 MCK MCKESSON CORP Healthcare 1,376 $1.2M 0.06% +16 +1.2% $865.48 -13.7%
94 VXF VANGUARD INDEX FDS 5,651 $1.2M 0.06% $205.80 +9.1%
95 BAC BANK AMERICA CORP Financial Services 22,154 $1.1M 0.05% $48.75 +2.1%
96 PFE PFIZER INC Healthcare 36,369 $1.0M 0.05% $28.08 -8.3%
97 DVY ISHARES TR 6,378 $966K 0.05% $151.42 -0.3%
98 TBIL RBB FD INC 18,127 $904K 0.04% -496 -2.7% $49.86 +0.2%
99 VIG VANGUARD SPECIALIZED FUNDS 4,129 $888K 0.04% -110 -2.6% $215.08 +6.7%
100 FXL FIRST TR EXCHANGE-TRADED FD 5,462 $868K 0.04% $158.87 +20.8%
101 VYM VANGUARD WHITEHALL FDS 5,623 $833K 0.04% -207 -3.5% $148.10 +5.2%
102 VUG VANGUARD INDEX FDS 1,889 $825K 0.04% -35 -1.8% $436.83 -80.0%
103 WPM WHEATON PRECIOUS METALS CORP Basic Materials 6,232 $816K 0.04% -37 -0.6% $131.01 +6.3%
104 BX BLACKSTONE INC Financial Services 7,042 $809K 0.04% -1K -16.0% $114.93 +2.6%
105 IHI ISHARES TR 13,976 $745K 0.04% -2K -10.2% $53.33 -9.1%
106 KLAC KLA CORP Technology 476 $701K 0.03% +9 +1.9% $1472.41 +28.6%
107 PLTR PALANTIR TECHNOLOGIES INC Technology 4,569 $668K 0.03% +2K +77.9% $146.28 -8.6%
108 DUK DUKE ENERGY CORP NEW Utilities 4,999 $655K 0.03% +69 +1.4% $130.95 -5.1%
109 RSP INVESCO EXCHANGE TRADED FD T 3,305 $634K 0.03% $191.92 +5.0%
110 XLF SELECT SECTOR SPDR TR 12,523 $618K 0.03% $49.37 +3.6%
111 MA MASTERCARD INCORPORATED Financial Services 1,228 $614K 0.03% -21 -1.7% $499.78 -2.0%
112 VV VANGUARD INDEX FDS 2,017 $603K 0.03% +33 +1.7% $298.80 +13.7%
113 SMMU PIMCO ETF TR 11,635 $587K 0.03% +599 +5.4% $50.45 -0.3%
114 APH AMPHENOL CORP Technology 4,441 $561K 0.03% +38 +0.9% $126.35 -1.1%
115 FDSB FIFTH DIST BANCORP INC Financial Services 37,741 $559K 0.03% +3K +7.8% $14.82 +0.9%
116 SOJF SOUTHERN CO Utilities 5,708 $551K 0.03% -109 -1.9% $96.52 -73.6%
117 HUBB HUBBELL INC Industrials 1,119 $549K 0.03% +31 +2.9% $490.76 -1.8%
118 XLV SELECT SECTOR SPDR TR 3,701 $543K 0.03% -100 -2.6% $146.60 -1.0%
119 PG PROCTER & GAMBLE CO Consumer Defensive 3,480 $503K 0.02% -820 -19.1% $144.44 -1.2%
120 NFLX NETFLIX INC. Communication Services 5,197 $500K 0.02% +46 +0.9% $96.15 -9.6%
121 MRK MERCK & CO INC Healthcare 4,123 $496K 0.02% +169 +4.3% $120.29 -5.7%
122 TSLA TESLA INC Consumer Cyclical 1,332 $495K 0.02% -12 -0.9% $371.75 +19.2%
123 SSO PROSHARES TR 8,934 $463K 0.02% $51.88 +28.0%
124 MUSA MURPHY USA INC Consumer Cyclical 892 $441K 0.02% -166 -15.7% $493.97 +16.6%
125 SHV ISHARES TR 3,962 $437K 0.02% NEW $110.39 -0.1%
126 XLK SELECT SECTOR SPDR TR 3,283 $436K 0.02% -69 -2.1% $132.90 +32.7%
127 VST VISTRA CORP Utilities 2,839 $427K 0.02% +152 +5.7% $150.31 -5.6%
128 ATO ATMOS ENERGY CORP Utilities 2,231 $412K 0.02% $184.72 -4.5%
129 EMR EMERSON ELEC CO Industrials 3,124 $409K 0.02% +112 +3.7% $131.01 +5.2%
130 QTEC FIRST TR EXCHANGE-TRADED FD 1,874 $405K 0.02% $215.98 +34.5%
131 OBDC BLUE OWL CAPITAL CORPORATION Financial Services 36,286 $401K 0.02% -7K -15.2% $11.06 +1.8%
132 CFA VICTORY PORTFOLIOS II 4,343 $397K 0.02% $91.48 +3.0%
133 FIW FIRST TR EXCHANGE-TRADED FD 3,843 $396K 0.02% $103.14 -2.9%
134 VB VANGUARD INDEX FDS 1,505 $394K 0.02% $261.70 +7.7%
135 GQ9 SPDR GOLD TR 882 $380K 0.02% $430.33
136 LOW LOWES COS INC Consumer Cyclical 1,561 $369K 0.02% $236.35 -5.4%
137 XLI SELECT SECTOR SPDR TR 2,267 $367K 0.02% $161.73 +6.0%
138 IVW ISHARES TR 3,216 $364K 0.02% -136 -4.1% $113.11 +20.9%
139 PM PHILIP MORRIS INTL INC Consumer Defensive 2,173 $359K 0.02% +14 +0.7% $165.34 +16.0%
140 COF CAPITAL ONE FINL CORP Financial Services 1,935 $353K 0.02% -2K -52.7% $182.43 +1.8%
141 AXP AMERICAN EXPRESS CO Financial Services 1,162 $351K 0.02% +59 +5.3% $302.48 +3.6%
142 VLO VALERO ENERGY CORP Energy 1,313 $324K 0.02% +28 +2.2% $247.08 -0.9%
143 MS MORGAN STANLEY Financial Services 1,953 $321K 0.01% -32 -1.6% $164.57 +18.2%
144 KO COCA COLA CO Consumer Defensive 4,206 $320K 0.01% +160 +4.0% $76.05 +5.8%
145 RTX RTX CORPORATION Industrials 1,653 $319K 0.01% +123 +8.0% $192.91 -8.9%
146 XLE SELECT SECTOR SPDR TR 4,817 $295K 0.01% -25 -0.5% $61.25 -2.9%
147 LNG CHENIERE ENERGY INC Energy 1,021 $290K 0.01% NEW $283.76 -15.0%
148 AMAT APPLIED MATLS INC Technology 840 $287K 0.01% -35 -4.0% $341.79 +27.7%
149 ETR ENTERGY CORP NEW Utilities 2,553 $287K 0.01% +98 +4.0% $112.36 +0.5%
150 DIVB ISHARES TR 5,230 $282K 0.01% +279 +5.6% $53.95 +8.3%
151 VOOG VANGUARD ADMIRAL FDS INC 690 $281K 0.01% $407.69 -79.8%
152 ALL ALLSTATE CORP Financial Services 1,320 $274K 0.01% $207.34 +4.8%
153 ORCL ORACLE CORP Technology 1,857 $273K 0.01% +36 +2.0% $147.11 +33.0%
154 ABT ABBOTT LABORATORIES Healthcare 2,646 $272K 0.01% +55 +2.1% $102.68 -17.7%
155 XSMO INVESCO EXCHANGE TRADED FD T 3,532 $269K 0.01% +396 +12.6% $76.02 +11.5%
156 PHO INVESCO EXCHANGE TRADED FD T 4,013 $268K 0.01% -529 -11.7% $66.86 -3.7%
157 VBR VANGUARD INDEX FDS 1,203 $261K 0.01% $217.25 +4.6%
158 EVTR MORGAN STANLEY ETF TRUST 5,090 $258K 0.01% NEW $50.75 -0.8%
159 FHN FIRST HORIZON CORPORATION Financial Services 11,195 $255K 0.01% -531 -4.5% $22.76 +4.2%
160 XSVM INVESCO EXCHANGE TRADED FD T 4,180 $252K 0.01% $60.26 +6.6%
161 GE GE AEROSPACE Industrials 873 $248K 0.01% +7 +0.8% $283.79 +2.7%
162 PEP PEPSICO INC Consumer Defensive 1,543 $240K 0.01% -217 -12.3% $155.29 -4.3%
163 IWL ISHARES TR 1,453 $233K 0.01% $160.45 +14.6%
164 AMD ADVANCED MICRO DEVICES INC Technology 1,144 $233K 0.01% -10 -0.9% $203.43 +108.5%
165 FIX COMFORT SYS USA INC Industrials 166 $229K 0.01% NEW $1378.99 +48.1%
166 COKE COCA COLA CONS INC Consumer Defensive 1,178 $226K 0.01% NEW $191.82 -14.8%
167 COP CONOCOPHILLIPS Energy 1,701 $225K 0.01% -748 -30.5% $132.00 -9.9%
168 MPC MARATHON PETE CORP Energy 917 $224K 0.01% NEW $244.29 +1.9%
169 SHY ISHARES TR 2,684 $222K 0.01% -144 -5.1% $82.58 -0.6%
170 GEV GE VERNOVA INC Utilities 251 $219K 0.01% NEW $872.90 +24.9%
171 TMFC RBB FD INC 3,302 $218K 0.01% $65.97 +17.0%
172 VTV VANGUARD INDEX FDS 1,107 $217K 0.01% -9 -0.8% $196.20 +5.3%
173 IWR ISHARES TR 2,196 $214K 0.01% -254 -10.4% $97.23 +6.6%
174 J JACOBS SOLUTIONS INC Industrials 1,665 $212K 0.01% -47 -2.8% $127.28 -11.4%
175 FXD FIRST TR EXCHANGE-TRADED FD 3,265 $209K 0.01% $64.02 -1.2%
176 MUR MURPHY OIL CORP Energy 5,044 $208K 0.01% NEW $41.25 -5.6%
177 MO ALTRIA GROUP INC Consumer Defensive 3,147 $208K 0.01% NEW $65.99 +9.7%
178 FXR FIRST TR EXCHANGE-TRADED FD 2,501 $204K 0.01% NEW $81.63 +2.9%
179 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 737 $203K 0.01% $275.18 -3.6%
180 LQD ISHARES TR 1,853 $202K 0.01% -318 -14.7% $108.77 -0.8%
181 F FORD MTR CO Consumer Cyclical 10,167 $117K 0.01% $11.54 +25.5%
182 LUMN LUMEN TECHNOLOGIES INC Communication Services 13,214 $92K 0.00% NEW $6.95 +48.8%

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 29.6%
Financial Services 11.8%
Healthcare 10.7%
Industrials 10.4%
Communication Services 10.0%
Energy 8.1%
Consumer Cyclical 5.6%
Consumer Defensive 5.4%
Basic Materials 4.3%
Real Estate 2.6%