TruWealth Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1834985
Institutional-grade research for retail investors
13F Reported Value
ⓘ$2.1B
Holdings
182
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
TruWealth Advisors, LLC disclosed 182 positions worth $2.1B in its Form 13F-HR for Q1 2026. During the quarter the fund opened 9 new positions and exited 7 — including a new stake in $LNG and a full exit from $SYK. The portfolio is most concentrated in Other (44.7% of disclosed assets). All figures are sourced directly from TruWealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1834985.
AI Fund Analysis
DiversifyingFIDELITY MERRIMACK STR TR
6.3% weight
Held 9 quarters
PIMCO ETF TR
5.3% weight
Held 6 quarters
JANUS DETROIT STR TR
5.3% weight
Held 9 quarters
$IVZ4.5% weight
Held 9 quarters
VANGUARD INDEX FDS
4.1% weight
Held 9 quarters
FIDELITY MERRIMACK STR TR
8 quarters accumulating
$IVZ8 quarters accumulating
$AAPL8 quarters accumulating
$IVZ8 quarters accumulating
$MSFT8 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
FIDELITY MERRIMACK STR TR
—Quality
$130.4M2,857,865 shPIMCO ETF TR
—Quality
$110.8M4,230,096 shJANUS DETROIT STR TR
—Quality
$110.2M2,186,984 sh- —
Quality
$92.8M4,542,994 sh VANGUARD INDEX FDS
—Quality
$85.6M266,959 sh- —
Quality
$78.3M4,680,408 sh - 76.1
Quality
$52.2M205,870 sh - —
Quality
$50.8M491,754 sh - 80.2
Quality
$47.3M164,841 sh ISHARES TR
—Quality
$46.6M109,277 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| FIDELITY MERRIMACK STR TR | — | $130.4M | 2,857,865 |
| PIMCO ETF TR | — | $110.8M | 4,230,096 |
| JANUS DETROIT STR TR | — | $110.2M | 2,186,984 |
| Invesco Ltd.$IVZ | — | $92.8M | 4,542,994 |
| VANGUARD INDEX FDS | — | $85.6M | 266,959 |
| Invesco Ltd.$IVZ | — | $78.3M | 4,680,408 |
| Apple Inc.$AAPL | 76.1 | $52.2M | 205,870 |
| Invesco Ltd.$IVZ | — | $50.8M | 491,754 |
 Alphabet Inc.$GOOGL | 80.2 | $47.3M | 164,841 |
| ISHARES TR | — | $46.6M | 109,277 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of TruWealth Advisors, LLC's 182 positions.
Showing top 10 of 182 holdings.
Sector Allocation
Other
$930.8M
Financials
$428.6M
Technology
$265.9M
Industrials
$128.7M
Consumer Discretionary
$87.2M
Healthcare
$86.2M
Energy
$67.0M
Materials
$34.9M
Full Holdings — TruWealth Advisors, LLC (Q1 2026)
All 182 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | FIDELITY MERRIMACK STR TR | $130.4M | 6.3% | +2% | — |
| 2 | — | PIMCO ETF TR | $110.8M | 5.3% | +4% | — |
| 3 | — | JANUS DETROIT STR TR | $110.2M | 5.3% | +3% | — |
| 4 | $IVZ | Invesco Ltd. | $92.8M | 4.5% | +1% | — |
| 5 | — | VANGUARD INDEX FDS | $85.6M | 4.1% | -20% | — |
| 6 | $IVZ | Invesco Ltd. | $78.3M | 3.8% | +3% | — |
| 7 | $AAPL | Apple Inc. | $52.2M | 2.5% | +2% | 76.1 |
| 8 | $IVZ | Invesco Ltd. | $50.8M | 2.4% | +50% | — |
| 9 | $GOOGL | Alphabet Inc. | $47.3M | 2.3% | -0% | 80.2 |
| 10 | — | ISHARES TR | $46.6M | 2.2% | -21% | — |
| 11 |  $AMZN | AMAZON COM INC | $39.2M | 1.9% | +2% | 74.6 |
| 12 |  $COST | COSTCO WHOLESALE CORP /NEW | $38.0M | 1.8% | +3% | 67 |
| 13 | — | AMERICAN CENTY ETF TR | $37.7M | 1.8% | +2% | — |
| 14 | — | DIMENSIONAL ETF TRUST | $37.7M | 1.8% | +98% | — |
| 15 | $MSFT | MICROSOFT CORP | $37.6M | 1.8% | +5% | 83.7 |
| 16 |  $JPM | JPMORGAN CHASE & CO | $36.2M | 1.7% | +4% | 35.6 |
| 17 | — | FIDELITY COVINGTON TRUST | $35.1M | 1.7% | +2% | — |
| 18 | $IVZ | Invesco Ltd. | $34.9M | 1.7% | -1% | — |
| 19 |  $PWR | QUANTA SERVICES, INC. | $34.9M | 1.7% | -0% | 62.6 |
| 20 |  $FCX | FREEPORT-MCMORAN INC | $34.1M | 1.6% | -2% | 73.1 |
| 21 |  $LLY | ELI LILLY & Co | $33.0M | 1.6% | +1% | 89.3 |
| 22 |  $CAT | CATERPILLAR INC | $31.0M | 1.5% | -1% | 67.8 |
| 23 |  $SHEL | Shell plc | $30.0M | 1.4% | +0% | — |
| 24 |  $CSCO | CISCO SYSTEMS, INC. | $29.9M | 1.4% | +1% | 72.3 |
| 25 |  $AVGO | Broadcom Inc. | $29.4M | 1.4% | +4% | 86.4 |
| 26 |  $FANG | Diamondback Energy, Inc. | $26.3M | 1.3% | +2% | 81.4 |
| 27 | — | ISHARES TR | $26.2M | 1.3% | +1% | — |
| 28 |  $LRCX | LAM RESEARCH CORP | $25.0M | 1.2% | +0% | 82.4 |
| 29 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $24.3M | 1.2% | +1% | — |
| 30 |  $GS | GOLDMAN SACHS GROUP INC | $23.9M | 1.1% | +2% | — |
| 31 | — | CAPITAL GRP FIXED INCM ETF T | $23.7M | 1.1% | +12% | — |
| 32 |  $NVDA | NVIDIA CORP | $23.3M | 1.1% | +3% | 90.2 |
| 33 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $23.1M | 1.1% | +0% | — |
| 34 |  $V | VISA INC. | $23.0M | 1.1% | +5% | 83.5 |
| 35 | — | VANGUARD INDEX FDS | $22.0M | 1.1% | +0% | — |
| 36 |  $WPC | W. P. Carey Inc. | $21.4M | 1.0% | +5% | 62.1 |
| 37 |  $IAU | ISHARES GOLD TRUST | $21.2M | 1.0% | +2% | — |
| 38 | $IVZ | Invesco Ltd. | $20.5M | 1.0% | -3% | — |
| 39 |  $ABBV | AbbVie Inc. | $19.6M | 0.9% | +3% | 59.3 |
| 40 | — | FIRST TR EXCHNG TRADED FD VI | $19.2M | 0.9% | -3% | — |
| 41 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $18.8M | 0.9% | -30% | 66.7 |
| 42 | — | FRANKLIN TEMPLETON ETF TR | $18.5M | 0.9% | +23% | — |
| 43 | $IVZ | Invesco Ltd. | $18.4M | 0.9% | -2% | — |
| 44 |  $GD | GENERAL DYNAMICS CORP | $17.3M | 0.8% | +3% | 73 |
| 45 | — | VANGUARD BD INDEX FDS | $16.3M | 0.8% | +16% | — |
| 46 |  $BMY | BRISTOL MYERS SQUIBB CO | $15.6M | 0.8% | +2% | 70.1 |
| 47 |  $T | AT&T INC. | $14.9M | 0.7% | +2602% | 71.9 |
| 48 |  $GSK | GSK plc | $14.9M | 0.7% | +1% | — |
| 49 | — | FIDELITY COVINGTON TRUST | $14.8M | 0.7% | +14% | — |
| 50 |  $META | Meta Platforms, Inc. | $14.5M | 0.7% | +5% | 80.9 |
| 51 | — | ISHARES TR | $14.0M | 0.7% | +11% | — |
| 52 | — | FIRST TR EXCH TRADED FD III | $13.3M | 0.6% | +8% | — |
| 53 | — | NEW YORK LIFE INVTS ACTIVE E | $12.9M | 0.6% | +3% | — |
| 54 | — | SCHWAB STRATEGIC TR | $12.2M | 0.6% | +1% | — |
| 55 | — | ISHARES TR | $10.9M | 0.5% | +0% | — |
| 56 | — | VANGUARD INTL EQUITY INDEX F | $10.7M | 0.5% | -4% | — |
| 57 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $10.3M | 0.5% | +8% | 75.4 |
| 58 | — | SCHWAB STRATEGIC TR | $7.4M | 0.4% | -2% | — |
| 59 | — | VANGUARD INDEX FDS | $7.2M | 0.3% | -2% | — |
| 60 | — | ISHARES TR | $6.9M | 0.3% | +7% | — |
| 61 | — | COLUMBIA ETF TR I | $6.1M | 0.3% | +1% | — |
| 62 | $IVZ | Invesco Ltd. | $5.9M | 0.3% | +9% | — |
| 63 |  $CVX | CHEVRON CORP | $5.5M | 0.3% | -1% | 54.7 |
| 64 | — | VANECK ETF TRUST | $5.3M | 0.3% | +1% | — |
| 65 |  $SPY | SPDR S&P 500 ETF TRUST | $5.3M | 0.3% | -1% | — |
| 66 | — | J P MORGAN EXCHANGE TRADED F | $5.2M | 0.3% | +1% | — |
| 67 | — | FIRST TR EXCHANGE TRADED FD | $5.2M | 0.3% | +1% | — |
| 68 | $IVZ | Invesco Ltd. | $5.1M | 0.3% | +21% | — |
| 69 | — | J P MORGAN EXCHANGE TRADED F | $4.9M | 0.2% | +3% | — |
| 70 | — | PIMCO ETF TR | $4.9M | 0.2% | +1% | — |
| 71 |  $GOOG | Alphabet Inc. | $4.5M | 0.2% | -1% | 80.2 |
| 72 |  $WMT | Walmart Inc. | $4.0M | 0.2% | -0% | 63.2 |
| 73 | $IVZ | Invesco Ltd. | $3.9M | 0.2% | +1% | — |
| 74 | — | VANGUARD SCOTTSDALE FDS | $3.7M | 0.2% | +11% | — |
| 75 |  $XOM | EXXON MOBIL CORP | $3.5M | 0.2% | -1% | 61.8 |
| 76 | $IVZ | Invesco Ltd. | $3.2M | 0.1% | +6% | — |
| 77 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.8M | 0.1% | -1% | 64.5 |
| 78 | — | VANGUARD WORLD FD | $2.7M | 0.1% | +3% | — |
| 79 |  $MCD | MCDONALDS CORP | $2.7M | 0.1% | +6% | 73.9 |
| 80 |  $HD | HOME DEPOT, INC. | $2.4M | 0.1% | +2% | 69.2 |
| 81 | — | J P MORGAN EXCHANGE TRADED F | $2.2M | 0.1% | -75% | — |
| 82 | — | VANGUARD WORLD FD | $2.0M | 0.1% | -5% | — |
| 83 | — | JANUS DETROIT STR TR | $2.0M | 0.1% | +13% | — |
| 84 | — | ISHARES TR | $1.7M | 0.1% | +1% | — |
| 85 | — | FIDELITY COVINGTON TRUST | $1.6M | 0.1% | +5% | — |
| 86 |  $AMP | AMERIPRISE FINANCIAL INC | $1.5M | 0.1% | +0% | 70.2 |
| 87 | — | ISHARES TR | $1.5M | 0.1% | +2% | — |
| 88 | — | FIRST TR EXCHANGE-TRADED FD | $1.4M | 0.1% | -4% | — |
| 89 |  $JNJ | JOHNSON & JOHNSON | $1.3M | 0.1% | +2% | 72.8 |
| 90 | — | ISHARES TR | $1.3M | 0.1% | +2% | — |
| 91 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.3M | 0.1% | +0% | — |
| 92 | — | PACER FDS TR | $1.2M | 0.1% | -4% | — |
| 93 |  $MCK | MCKESSON CORP | $1.2M | 0.1% | +1% | 63.7 |
| 94 | — | VANGUARD INDEX FDS | $1.2M | 0.1% | +0% | — |
| 95 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.1M | 0.1% | -0% | 68.4 |
| 96 |  $PFE | PFIZER INC | $1.0M | 0.1% | +0% | 69 |
| 97 | — | ISHARES TR | $965,728 | 0.1% | +0% | — |
| 98 | — | RBB FD INC | $903,826 | 0.0% | -3% | — |
| 99 | — | VANGUARD SPECIALIZED FUNDS | $888,080 | 0.0% | -3% | — |
| 100 | — | FIRST TR EXCHANGE-TRADED FD | $867,756 | 0.0% | +0% | — |
| 101 | — | VANGUARD WHITEHALL FDS | $832,794 | 0.0% | -4% | — |
| 102 | — | VANGUARD INDEX FDS | $825,168 | 0.0% | -2% | — |
| 103 |  $WPM | Wheaton Precious Metals Corp. | $816,454 | 0.0% | -1% | — |
| 104 |  $BX | Blackstone Inc. | $809,338 | 0.0% | -16% | 68 |
| 105 | — | ISHARES TR | $745,335 | 0.0% | -10% | — |
| 106 |  $KLAC | KLA CORP | $700,867 | 0.0% | +2% | 84.4 |
| 107 |  $PLTR | Palantir Technologies Inc. | $668,353 | 0.0% | +78% | 85.8 |
| 108 |  $DUK | Duke Energy CORP | $654,612 | 0.0% | +1% | 64 |
| 109 | $IVZ | Invesco Ltd. | $634,298 | 0.0% | +0% | — |
| 110 | — | SELECT SECTOR SPDR TR | $618,254 | 0.0% | +0% | — |
| 111 |  $MA | Mastercard Inc | $613,735 | 0.0% | -2% | 81.7 |
| 112 | — | VANGUARD INDEX FDS | $602,689 | 0.0% | +2% | — |
| 113 | — | PIMCO ETF TR | $586,966 | 0.0% | +5% | — |
| 114 |  $APH | AMPHENOL CORP /DE/ | $561,128 | 0.0% | +1% | 80.5 |
| 115 |  $FDSB | Fifth District Bancorp, Inc. | $559,322 | 0.0% | +8% | 33 |
| 116 |  $SO | SOUTHERN CO | $550,936 | 0.0% | -2% | 65.1 |
| 117 |  $HUBB | HUBBELL INC | $549,159 | 0.0% | +3% | 68.7 |
| 118 | — | SELECT SECTOR SPDR TR | $542,577 | 0.0% | -3% | — |
| 119 |  $PG | PROCTER & GAMBLE Co | $502,658 | 0.0% | -19% | 72.9 |
| 120 |  $NFLX | NETFLIX INC | $499,692 | 0.0% | +1% | 86.7 |
| 121 |  $MRK | Merck & Co., Inc. | $495,946 | 0.0% | +4% | 70.9 |
| 122 |  $TSLA | Tesla, Inc. | $495,171 | 0.0% | -1% | 50.1 |
| 123 | — | PROSHARES TR | $463,496 | 0.0% | +0% | — |
| 124 |  $MUSA | Murphy USA Inc. | $440,621 | 0.0% | -16% | 53.2 |
| 125 | — | ISHARES TR | $437,365 | 0.0% | +173% | — |
| 126 | — | SELECT SECTOR SPDR TR | $436,325 | 0.0% | -2% | — |
| 127 |  $VST | Vistra Corp. | $426,721 | 0.0% | +6% | 62.9 |
| 128 |  $ATO | ATMOS ENERGY CORP | $412,110 | 0.0% | +0% | 72 |
| 129 |  $EMR | EMERSON ELECTRIC CO | $409,271 | 0.0% | +4% | 65.9 |
| 130 | — | FIRST TR EXCHANGE-TRADED FD | $404,747 | 0.0% | +0% | — |
| 131 |  $OBDC | Blue Owl Capital Corp | $401,323 | 0.0% | -15% | — |
| 132 | — | VICTORY PORTFOLIOS II | $397,294 | 0.0% | +0% | — |
| 133 | — | FIRST TR EXCHANGE-TRADED FD | $396,357 | 0.0% | +0% | — |
| 134 | — | VANGUARD INDEX FDS | $393,866 | 0.0% | +0% | — |
| 135 |  $GLD | SPDR GOLD TRUST | $379,549 | 0.0% | +0% | — |
| 136 |  $LOW | LOWES COMPANIES INC | $368,943 | 0.0% | -0% | 63.5 |
| 137 | — | SELECT SECTOR SPDR TR | $366,645 | 0.0% | +0% | — |
| 138 | — | ISHARES TR | $363,762 | 0.0% | -4% | — |
| 139 |  $PM | Philip Morris International Inc. | $359,284 | 0.0% | +1% | 80.5 |
| 140 |  $COF | CAPITAL ONE FINANCIAL CORP | $353,006 | 0.0% | -53% | 71 |
| 141 |  $AXP | AMERICAN EXPRESS CO | $351,482 | 0.0% | +5% | 73.2 |
| 142 |  $VLO | VALERO ENERGY CORP/TX | $324,422 | 0.0% | +2% | 51.4 |
| 143 |  $MS | MORGAN STANLEY | $321,405 | 0.0% | -2% | — |
| 144 |  $KO | COCA COLA CO | $319,867 | 0.0% | +4% | 74 |
| 145 |  $RTX | RTX Corp | $318,885 | 0.0% | +8% | 70 |
| 146 | — | SELECT SECTOR SPDR TR | $295,059 | 0.0% | -1% | — |
| 147 |  $LNG | Cheniere Energy, Inc. | $289,719 | 0.0% | NEW | 48.4 |
| 148 |  $AMAT | APPLIED MATERIALS INC /DE | $287,104 | 0.0% | -4% | 74.8 |
| 149 |  $ETR | ENTERGY CORP /DE/ | $286,855 | 0.0% | +4% | 65.1 |
| 150 | — | ISHARES TR | $282,160 | 0.0% | +6% | — |
| 151 | — | VANGUARD ADMIRAL FDS INC | $281,306 | 0.0% | +0% | — |
| 152 |  $ALL | ALLSTATE CORP | $273,689 | 0.0% | +0% | 76.6 |
| 153 |  $ORCL | ORACLE CORP | $273,183 | 0.0% | +2% | 67.2 |
| 154 |  $ABT | ABBOTT LABORATORIES | $271,694 | 0.0% | +2% | 67 |
| 155 | $IVZ | Invesco Ltd. | $268,513 | 0.0% | +13% | — |
| 156 | $IVZ | Invesco Ltd. | $268,304 | 0.0% | -12% | — |
| 157 | — | VANGUARD INDEX FDS | $261,352 | 0.0% | +0% | — |
| 158 | — | MORGAN STANLEY ETF TRUST | $258,318 | 0.0% | NEW | — |
| 159 |  $FHN | FIRST HORIZON CORP | $254,798 | 0.0% | -5% | 43.8 |
| 160 | — | INVESCO EXCHANGE TRADED FD T | $251,887 | 0.0% | +0% | — |
| 161 |  $GE | GENERAL ELECTRIC CO | $247,752 | 0.0% | +1% | 74.8 |
| 162 |  $PEP | PEPSICO INC | $239,612 | 0.0% | -12% | 62.7 |
| 163 | — | ISHARES TR | $233,131 | 0.0% | +0% | — |
| 164 |  $AMD | ADVANCED MICRO DEVICES INC | $232,724 | 0.0% | -1% | 78.8 |
| 165 |  $FIX | COMFORT SYSTEMS USA INC | $228,912 | 0.0% | NEW | 79.5 |
| 166 |  $COKE | Coca-Cola Consolidated, Inc. | $225,964 | 0.0% | NEW | 65.1 |
| 167 |  $COP | CONOCOPHILLIPS | $224,532 | 0.0% | -31% | 74.8 |
| 168 |  $MPC | Marathon Petroleum Corp | $224,011 | 0.0% | NEW | 50.7 |
| 169 | — | ISHARES TR | $221,639 | 0.0% | -5% | — |
| 170 |  $GEV | GE Vernova Inc. | $219,098 | 0.0% | NEW | 70.1 |
| 171 | — | RBB FD INC | $217,832 | 0.0% | +0% | — |
| 172 | — | VANGUARD INDEX FDS | $217,193 | 0.0% | -1% | — |
| 173 | — | ISHARES TR | $213,517 | 0.0% | -10% | — |
| 174 |  $J | JACOBS SOLUTIONS INC. | $211,921 | 0.0% | -3% | 47.7 |
| 175 | — | FIRST TR EXCHANGE-TRADED FD | $209,025 | 0.0% | +0% | — |
| 176 |  $MUR | MURPHY OIL CORP | $208,065 | 0.0% | NEW | 46.4 |
| 177 |  $MO | ALTRIA GROUP, INC. | $207,671 | 0.0% | NEW | 72.1 |
| 178 | — | FIRST TR EXCHANGE-TRADED FD | $204,157 | 0.0% | -35% | — |
| 179 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $202,808 | 0.0% | +0% | — |
| 180 | — | ISHARES TR | $201,550 | 0.0% | -15% | — |
| 181 |  $F | FORD MOTOR CO | $117,327 | 0.0% | +0% | 58.5 |
| 182 |  $LUMN | Lumen Technologies, Inc. | $91,837 | 0.0% | NEW | 39.8 |
New Positions (9)
$LNG Cheniere Energy, Inc.$289,719 MORGAN STANLEY ETF TRUST$258,318
$FIX COMFORT SYSTEMS USA INC$228,912$COKE Coca-Cola Consolidated, Inc.$225,964$MPC Marathon Petroleum Corp$224,011$GEV GE Vernova Inc.$219,098$MUR MURPHY OIL CORP$208,065$MO ALTRIA GROUP, INC.$207,671$LUMN Lumen Technologies, Inc.$91,837
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