13F Insight
DOSSIER · 13F-HR · Q1 2026

TruWealth Advisors, LLC

TruWealth's asset manager based in Stamford, CT — $2.1B in tracked AUM across 182 positions as of Q1 2026.

T
TruWealth·Stamford, CT·Asset Manager
CIK 0001834985 · last filed Mar 31, 2026
Total AUM
$2.1B
▲ 1.5%
vs prior
Holdings
182
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
Top sector
Tech
29% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

TruWealth Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
FBND
FIDELITY MERRIMACK STR TR
$130M2.9M6.3%
02
PYLD
PIMCO ETF TR
$111M4.2M5.3%
03
JAAA
JANUS DETROIT STR TR
$110M2.2M5.3%
04
BSCS
INVESCO EXCH TRD SLF IDX FD
$93M4.5M4.5%
05
VTI
VANGUARD INDEX FDS
$86M267K4.1%
06
BSCU
INVESCO EXCH TRD SLF IDX FD
$78M4.7M3.8%
07
AAPL
APPLE INC
$52M206K2.5%
08
XMHQ
INVESCO EXCHANGE TRADED FD T
$51M492K2.4%
09
GOOG
ALPHABET INC
$47M165K2.3%
10
IWF
ISHARES TR
$47M109K2.2%

Filing history

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