TruWealth Advisors, LLC

13F filer · CIK 0001834985

Last filed Apr 9, 2026

Net buyer this quarter

13F portfolio value$2.08BU.S. long equity reported on 13F

Positions979 new · 7 closed

Net flow last quarter+$22.3MBuys minus sells

Top 10 positions weight18.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q1 2026Reported Apr 9, 202697 positions
AAPLApple Inc.	$52.2M	2.51%	0.00%	+2.3%	Q4 2020
GOOGAlphabet Inc.	$47.3M	2.27%	Not reported	-0.1%	Q4 2020
AMZNAmazon Com Inc	$39.2M	1.89%	0.00%	+1.6%	Q4 2020
COSTCostco Wholesale Corp	$38M	1.83%	0.01%	+3.1%	Q4 2020
MSFTMicrosoft Corp	$37.6M	1.81%	0.00%	+4.9%	Q4 2020
JPMJPMorgan Chase & Co	$36.2M	1.74%	0.00%	+4.1%	Q4 2020
PWRQuanta Services, Inc.	$34.9M	1.68%	0.04%	-0.4%	Q2 2024
FCXFreeport-Mcmoran Inc	$34.1M	1.64%	0.04%	-1.7%	Q2 2022
LLYELI LILLY & Co	$33M	1.59%	0.00%	+1.5%	Q2 2022
CATCaterpillar Inc	$31M	1.49%	0.01%	-0.9%	Q4 2020
SHELShell plc	$30M	1.44%	0.01%	+0.1%	Q1 2022
CSCOCisco Systems, Inc.	$29.9M	1.44%	0.01%	+1.2%	Q4 2020
AVGOBroadcom Inc.	$29.4M	1.41%	0.00%	+3.8%	Q4 2020
FANGDiamondback Energy, Inc.	$26.3M	1.26%	0.05%	+2.4%	Q1 2021
LRCXLam Research Corp	$25M	1.20%	0.01%	+0.1%	Q3 2025
QQQInvesco QQQ Trust, Series 1	$24.3M	1.17%	Not reported	+0.6%	Q4 2020
GSGoldman Sachs Group Inc	$23.9M	1.15%	0.01%	+2.4%	Q3 2025
NVDANvidia Corp	$23.3M	1.12%	0.00%	+2.6%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$23.1M	1.11%	0.00%	+0.2%	Q2 2025
VVisa Inc.	$23M	1.10%	0.00%	+5.3%	Q4 2020
WPCW. P. Carey Inc.	$21.4M	1.03%	0.14%	+5.0%	Q4 2020
IAUIshares Gold Trust	$21.2M	1.02%	0.03%	+1.9%	Q4 2020
ABBVAbbVie Inc.	$19.6M	0.94%	0.01%	+3.4%	Q4 2020
IBMInternational Business Machines Corp	$18.8M	0.91%	0.01%	-29.9%	Q4 2020
GDGeneral Dynamics Corp	$17.3M	0.83%	0.02%	+2.6%	Q2 2025
BMYBristol Myers Squibb Co	$15.6M	0.75%	0.01%	+2.4%	Q1 2025
TAt&T Inc.	$14.9M	0.72%	0.01%	+2602.3%	Q4 2020
GSKGSK plc	$14.9M	0.71%	0.01%	+1.0%	Q2 2025
METAMeta Platforms, Inc.	$14.5M	0.70%	Not reported	+5.4%	Q4 2020
AEPAmerican Electric Power Co Inc	$10.3M	0.49%	0.01%	+8.1%	Q3 2022
CVXChevron Corp	$5.48M	0.26%	0.00%	-1.3%	Q4 2020
SMHMarket Vectors ETF Trust	$5.35M	0.26%	Not reported	+0.5%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$5.27M	0.25%	Not reported	-0.9%	Q4 2020
GOOGLAlphabet Inc.	$4.47M	0.21%	0.00%	-1.3%	Q4 2020
WMTWalmart Inc.	$4.04M	0.19%	0.00%	-0.4%	Q4 2020
XOMExxonMobil Holdings Corp	$3.5M	0.17%	0.00%	-1.1%	Q4 2020
BRK.BBerkshire Hathaway Inc	$2.78M	0.13%	Not reported	-1.2%	Q4 2020
MCDMcdonalds Corp	$2.65M	0.13%	0.00%	+6.0%	Q4 2020
HDHome Depot, Inc.	$2.39M	0.11%	0.00%	+2.3%	Q4 2020
JIVEJive Software, Inc.	$2.18M	0.10%	0.03%	New	Q1 2026
AMPAmeriprise Financial Inc	$1.54M	0.07%	0.00%	+0.1%	Q4 2020
JNJJohnson & Johnson	$1.33M	0.06%	0.00%	+1.9%	Q4 2020
MDYSPDR S&P Midcap 400 ETF Trust	$1.26M	0.06%	Not reported	Not reported	Q4 2020
MCKMckesson Corp	$1.19M	0.06%	0.00%	+1.2%	Q1 2024
BACBank of America Corp	$1.08M	0.05%	0.00%	0.0%	Q4 2020
PFEPfizer Inc	$1.02M	0.05%	0.00%	0.0%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$833K	0.04%	Not reported	-3.6%	Q4 2020
WPMWheaton Precious Metals Corp.	$816K	0.04%	0.00%	-0.6%	Q4 2020
BXBlackstone Inc.	$809K	0.04%	0.00%	-16.0%	Q4 2021
KLACKla Corp	$701K	0.03%	0.00%	+1.9%	Q2 2023

Q4 2025Reported Jan 7, 202695 positions
AAPLApple Inc.	$54.7M	2.68%	0.00%	+0.4%	Q4 2020
GOOGAlphabet Inc.	$51.8M	2.53%	Not reported	-22.3%	Q4 2020
MSFTMicrosoft Corp	$46.8M	2.29%	0.00%	+1.3%	Q4 2020
AMZNAmazon Com Inc	$42.8M	2.09%	0.00%	+1.0%	Q4 2020
JPMJPMorgan Chase & Co	$38.1M	1.86%	0.00%	+1.0%	Q4 2020
LLYELI LILLY & Co	$38M	1.86%	0.00%	+1.4%	Q2 2022
IBMInternational Business Machines Corp	$32.8M	1.61%	0.01%	+2.0%	Q4 2020
COSTCostco Wholesale Corp	$31.9M	1.56%	0.01%	-3.8%	Q4 2020
AVGOBroadcom Inc.	$31.7M	1.55%	0.00%	-37.7%	Q4 2020
FCXFreeport-Mcmoran Inc	$29.9M	1.46%	0.04%	+1.9%	Q2 2022
CSCOCisco Systems, Inc.	$29.3M	1.43%	0.01%	+1.2%	Q4 2020
PWRQuanta Services, Inc.	$26.9M	1.32%	0.04%	+0.9%	Q2 2024
QQQInvesco QQQ Trust, Series 1	$25.7M	1.26%	Not reported	-2.1%	Q4 2020
CATCaterpillar Inc	$25.3M	1.24%	0.01%	+0.1%	Q4 2020
VVisa Inc.	$25.3M	1.24%	0.00%	+3.6%	Q4 2020
NVDANvidia Corp	$24.3M	1.19%	0.00%	+1.4%	Q4 2020
GSGoldman Sachs Group Inc	$24.3M	1.19%	0.01%	+2.4%	Q3 2025
SHELShell plc	$23.7M	1.16%	0.01%	-0.8%	Q1 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$20.7M	1.01%	0.00%	+1.4%	Q2 2025
LRCXLam Research Corp	$20M	0.98%	0.01%	-0.5%	Q3 2025
ABBVAbbVie Inc.	$19.9M	0.97%	0.00%	-41.0%	Q4 2020
FANGDiamondback Energy, Inc.	$19.5M	0.95%	0.05%	-20.1%	Q1 2021
WPCW. P. Carey Inc.	$19.3M	0.94%	0.14%	+2.3%	Q4 2020
IAUIshares Gold Trust	$19.2M	0.94%	0.03%	+72.8%	Q4 2020
GDGeneral Dynamics Corp	$16.6M	0.81%	0.02%	+2.5%	Q2 2025
METAMeta Platforms, Inc.	$15.8M	0.77%	Not reported	+3.2%	Q4 2020
BMYBristol Myers Squibb Co	$13.6M	0.66%	0.01%	+4.1%	Q1 2025
GSKGSK plc	$13.1M	0.64%	0.01%	+1.7%	Q2 2025
AEPAmerican Electric Power Co Inc	$8.36M	0.41%	0.01%	Not reported	Q3 2022
SPYSPDR S&P 500 ETF Trust	$5.58M	0.27%	Not reported	+0.4%	Q4 2020
SMHMarket Vectors ETF Trust	$4.99M	0.24%	Not reported	+2.3%	Q1 2024
GOOGLAlphabet Inc.	$4.93M	0.24%	0.00%	-0.2%	Q4 2020
CVXChevron Corp	$4.08M	0.20%	0.00%	-3.0%	Q4 2020
WMTWalmart Inc.	$3.64M	0.18%	0.00%	0.0%	Q4 2020
BRK.BBerkshire Hathaway Inc	$2.96M	0.14%	Not reported	-1.2%	Q4 2020
XOMExxonMobil Holdings Corp	$2.51M	0.12%	0.00%	0.0%	Q4 2020
MCDMcdonalds Corp	$2.46M	0.12%	0.00%	+6.5%	Q4 2020
HDHome Depot, Inc.	$2.45M	0.12%	0.00%	+1.3%	Q4 2020
AMPAmeriprise Financial Inc	$1.7M	0.08%	0.00%	-14.8%	Q4 2020
BXBlackstone Inc.	$1.29M	0.06%	0.00%	+4.7%	Q4 2021
MDYSPDR S&P Midcap 400 ETF Trust	$1.24M	0.06%	Not reported	-2.4%	Q4 2020
BACBank of America Corp	$1.22M	0.06%	0.00%	-1.5%	Q4 2020
MCKMckesson Corp	$1.12M	0.05%	0.00%	+5.7%	Q1 2024
JNJJohnson & Johnson	$1.11M	0.05%	0.00%	-0.4%	Q4 2020
COFCapital One Financial Corp	$992K	0.05%	0.00%	+0.8%	Q1 2021
PFEPfizer Inc	$906K	0.04%	0.00%	-3.8%	Q4 2020
SYKStryker Corp	$904K	0.04%	0.00%	+7.7%	Q2 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$837K	0.04%	Not reported	-8.8%	Q4 2020
WPMWheaton Precious Metals Corp.	$737K	0.04%	0.00%	+31.5%	Q4 2020
MAMastercard Inc	$713K	0.03%	0.00%	-9.1%	Q4 2020

Q3 2025Reported Oct 6, 202595 positions
GOOGAlphabet Inc.	$51.7M	2.61%	Not reported	-0.1%	Q4 2020
AAPLApple Inc.	$51M	2.58%	0.00%	+1.5%	Q4 2020
MSFTMicrosoft Corp	$49.5M	2.50%	0.00%	+0.5%	Q4 2020
AVGOBroadcom Inc.	$48.5M	2.45%	0.00%	-5.9%	Q4 2020
AMZNAmazon Com Inc	$40.3M	2.04%	0.00%	+0.8%	Q4 2020
JPMJPMorgan Chase & Co	$36.9M	1.87%	0.00%	+0.5%	Q4 2020
COSTCostco Wholesale Corp	$35.6M	1.80%	0.01%	+1.5%	Q4 2020
ABBVAbbVie Inc.	$34.2M	1.73%	0.01%	+3.7%	Q4 2020
IBMInternational Business Machines Corp	$30.7M	1.55%	0.01%	+4.3%	Q4 2020
LLYELI LILLY & Co	$26.6M	1.35%	0.00%	+4.3%	Q2 2022
PWRQuanta Services, Inc.	$26.2M	1.32%	0.04%	+24.5%	Q2 2024
CSCOCisco Systems, Inc.	$25.7M	1.30%	0.01%	+1.9%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$25.6M	1.30%	Not reported	-0.6%	Q4 2020
NVDANvidia Corp	$24M	1.21%	0.00%	+194.0%	Q4 2020
VVisa Inc.	$23.8M	1.20%	0.00%	+4.2%	Q4 2020
SHELShell plc	$23.3M	1.18%	0.01%	-2.2%	Q1 2022
FANGDiamondback Energy, Inc.	$23.2M	1.17%	0.06%	+3.3%	Q1 2021
FCXFreeport-Mcmoran Inc	$22.7M	1.15%	0.04%	0.0%	Q2 2022
GSGoldman Sachs Group Inc	$21.5M	1.09%	0.01%	New	Q3 2025
CATCaterpillar Inc	$21.1M	1.07%	0.01%	+62.3%	Q4 2020
WPCW. P. Carey Inc.	$19.8M	1.00%	0.13%	+15.5%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$18.8M	0.95%	0.00%	+84.5%	Q2 2025
METAMeta Platforms, Inc.	$17.1M	0.86%	Not reported	+18.3%	Q4 2020
GDGeneral Dynamics Corp	$16.4M	0.83%	0.02%	+82.4%	Q2 2025
LRCXLam Research Corp	$15.7M	0.79%	0.01%	New	Q3 2025
GSKGSK plc	$11.3M	0.57%	0.01%	+48.1%	Q2 2025
BMYBristol Myers Squibb Co	$10.9M	0.55%	0.01%	-3.2%	Q1 2025
IAUIshares Gold Trust	$9.96M	0.50%	0.02%	+11.3%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$5.43M	0.27%	Not reported	+3.0%	Q4 2020
SMHMarket Vectors ETF Trust	$4.42M	0.22%	Not reported	-87.4%	Q1 2024
CVXChevron Corp	$4.29M	0.22%	0.00%	-1.3%	Q4 2020
GOOGLAlphabet Inc.	$3.83M	0.19%	0.00%	+4.4%	Q4 2020
WMTWalmart Inc.	$3.36M	0.17%	0.00%	+0.6%	Q4 2020
BRK.BBerkshire Hathaway Inc	$2.99M	0.15%	Not reported	+1.4%	Q4 2020
HDHome Depot, Inc.	$2.84M	0.14%	0.00%	+2.9%	Q4 2020
XOMExxonMobil Holdings Corp	$2.35M	0.12%	0.00%	-2.5%	Q4 2020
MCDMcdonalds Corp	$2.3M	0.12%	0.00%	+4.3%	Q4 2020
AMPAmeriprise Financial Inc	$2M	0.10%	0.00%	0.0%	Q4 2020
BXBlackstone Inc.	$1.37M	0.07%	0.00%	+6.2%	Q4 2021
MDYSPDR S&P Midcap 400 ETF Trust	$1.25M	0.06%	Not reported	Not reported	Q4 2020
BACBank of America Corp	$1.16M	0.06%	0.00%	+0.1%	Q4 2020
JNJJohnson & Johnson	$995K	0.05%	0.00%	+5.3%	Q4 2020
MCKMckesson Corp	$994K	0.05%	0.00%	+5.2%	Q1 2024
PFEPfizer Inc	$963K	0.05%	0.00%	-3.8%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$901K	0.05%	Not reported	-1.4%	Q4 2020
SYKStryker Corp	$883K	0.04%	0.00%	+12.3%	Q2 2023
COFCapital One Financial Corp	$863K	0.04%	0.00%	+87.7%	Q1 2021
MAMastercard Inc	$782K	0.04%	0.00%	+25.1%	Q4 2020
PGPROCTER & GAMBLE Co	$664K	0.03%	0.00%	-4.6%	Q4 2020
NFLXNetflix Inc	$634K	0.03%	0.00%	-3.1%	Q4 2020

Q2 2025Reported Jul 7, 202589 positions
MSFTMicrosoft Corp	$47.3M	2.60%	0.00%	+3.1%	Q4 2020
AVGOBroadcom Inc.	$43M	2.37%	0.00%	+0.2%	Q4 2020
AAPLApple Inc.	$40.5M	2.23%	0.00%	+4.3%	Q4 2020
AMZNAmazon Com Inc	$40M	2.20%	0.00%	+2.6%	Q4 2020
GOOGAlphabet Inc.	$37.7M	2.07%	Not reported	+3.4%	Q4 2020
COSTCostco Wholesale Corp	$37.5M	2.07%	0.01%	+1.4%	Q4 2020
JPMJPMorgan Chase & Co	$33.8M	1.86%	0.00%	+3.6%	Q4 2020
IBMInternational Business Machines Corp	$30.7M	1.69%	0.01%	+3.2%	Q4 2020
SMHMarket Vectors ETF Trust	$30M	1.65%	Not reported	+2.1%	Q1 2024
ABBVAbbVie Inc.	$26.5M	1.46%	0.01%	+5.8%	Q4 2020
LLYELI LILLY & Co	$26.1M	1.44%	0.00%	+4.3%	Q2 2022
CSCOCisco Systems, Inc.	$25.6M	1.41%	0.01%	+3.1%	Q4 2020
FCXFreeport-Mcmoran Inc	$25.1M	1.38%	0.04%	+26.2%	Q2 2022
VVisa Inc.	$23.7M	1.31%	0.00%	+17.9%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$23.7M	1.31%	Not reported	+0.1%	Q4 2020
SHELShell plc	$23.4M	1.29%	0.01%	+2.6%	Q1 2022
SNVSynovus Financial Corp	$23.3M	1.28%	0.32%	+70.6%	Q4 2024
FANGDiamondback Energy, Inc.	$21.6M	1.19%	0.05%	+25.6%	Q1 2021
PWRQuanta Services, Inc.	$19.2M	1.06%	0.03%	+2.7%	Q2 2024
WPCW. P. Carey Inc.	$15.8M	0.87%	0.12%	+2.3%	Q4 2020
ABTAbbott Laboratories	$15.2M	0.84%	0.01%	+3.5%	Q4 2020
METAMeta Platforms, Inc.	$14.5M	0.80%	Not reported	+6.6%	Q4 2020
BMYBristol Myers Squibb Co	$11.6M	0.64%	0.01%	+23.3%	Q1 2025
CATCaterpillar Inc	$10.6M	0.58%	0.01%	+12.8%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$8.26M	0.45%	0.00%	New	Q2 2025
GDGeneral Dynamics Corp	$7.68M	0.42%	0.01%	New	Q2 2025
IAUIshares Gold Trust	$7.67M	0.42%	0.02%	Not reported	Q4 2020
NVDANvidia Corp	$6.91M	0.38%	0.00%	+12.5%	Q4 2020
GSKGSK plc	$6.79M	0.37%	0.00%	New	Q2 2025
SPYSPDR S&P 500 ETF Trust	$4.89M	0.27%	Not reported	+1.0%	Q4 2020
CVXChevron Corp	$4.01M	0.22%	0.00%	-75.2%	Q4 2020
WMTWalmart Inc.	$3.17M	0.17%	0.00%	+0.3%	Q4 2020
BRK.BBerkshire Hathaway Inc	$2.85M	0.16%	Not reported	+2.5%	Q4 2020
GOOGLAlphabet Inc.	$2.66M	0.15%	0.00%	+0.4%	Q4 2020
HDHome Depot, Inc.	$2.5M	0.14%	0.00%	+2.0%	Q4 2020
XOMExxonMobil Holdings Corp	$2.3M	0.13%	0.00%	+4.4%	Q4 2020
AMPAmeriprise Financial Inc	$2.17M	0.12%	0.00%	-3.2%	Q4 2020
MCDMcdonalds Corp	$2.12M	0.12%	0.00%	+6.4%	Q4 2020
MDYSPDR S&P Midcap 400 ETF Trust	$1.19M	0.07%	Not reported	Not reported	Q4 2020
BXBlackstone Inc.	$1.13M	0.06%	0.00%	+8.2%	Q4 2021
BACBank of America Corp	$1.06M	0.06%	0.00%	-1.5%	Q4 2020
FTNTFortinet, Inc.	$1.04M	0.06%	0.00%	+7.2%	Q3 2022
PFEPfizer Inc	$952K	0.05%	0.00%	0.0%	Q4 2020
MCKMckesson Corp	$896K	0.05%	0.00%	+5.9%	Q1 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$864K	0.05%	Not reported	-3.9%	Q4 2020
SYKStryker Corp	$842K	0.05%	0.00%	+4.7%	Q2 2023
JNJJohnson & Johnson	$779K	0.04%	0.00%	+1.5%	Q4 2020
NFLXNetflix Inc	$731K	0.04%	0.00%	+5.4%	Q4 2020
PGPROCTER & GAMBLE Co	$722K	0.04%	0.00%	-0.1%	Q4 2020
ADBEAdobe Inc.	$691K	0.04%	0.00%	+24.3%	Q2 2023

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