Institutions / TruWealth Advisors, LLC
TruWealth Advisors, LLC
CIK 1834985 · Institution · as of Dec 31, 2025
Portfolio value
$2.04B
Positions
182
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 182 →
| Company | Value | % of portfolio |
|---|---|---|
| Fidelity Merrimack Str Tr | $129.29M | 6.3% |
| Vanguard Index Fds | $111.19M | 5.4% |
| PIMCO ETF Tr | $108.60M | 5.3% |
| Janus Detroit Str Tr | $107.05M | 5.2% |
| Invesco Exch Trd Slf Idx Fd | $92.21M | 4.5% |
| Invesco Exch Trd Slf Idx Fd | $76.97M | 3.8% |
| iShares Tr | $65.50M | 3.2% |
| Apple Inc. | $54.72M | 2.7% |
| Alphabet Inc. | $51.77M | 2.5% |
| Microsoft Corp | $46.81M | 2.3% |
| Amazon.com Inc | $42.81M | 2.1% |
| JPMorgan Chase & Co | $38.11M | 1.9% |
| ELI LILLY & Co | $38.02M | 1.9% |
| Invesco Exch Traded Fd Tr II | $37.67M | 1.8% |
| Fidelity Covington Trust | $34.14M | 1.7% |
| American Centy ETF Tr | $34.12M | 1.7% |
| Invesco Exchange Traded Fd T | $33.59M | 1.6% |
| International Business Machines Corp | $32.84M | 1.6% |
| Costco Wholesale Corp /New | $31.93M | 1.6% |
| Broadcom Inc. | $31.69M | 1.5% |
| Freeport-McMoran Inc | $29.95M | 1.5% |
| Cisco Systems, Inc. | $29.31M | 1.4% |
| Quanta Services Inc | $26.92M | 1.3% |
| Invesco Qqq Tr | $25.69M | 1.3% |
| iShares Tr | $25.43M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.