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

TruWealth Advisors, LLC

$2.1B in tracked AUM across 182 positions as of Q1 2026.

TA
CIK 0001834985 · last filed Mar 31, 2026
Total AUM
$2.1B
as of Q1 2026
Holdings
182
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$2.1B▲ 1.8%
182 positionsView →2025Q4Dec 31
$2.0B▲ 87.8%
182 positionsView →2025Q3Sep 30
$1.1B▼ 40.0%
94 positionsView →2025Q2Jun 30
$1.8B▲ 9.6%
176 positionsLocked2025Q1Mar 31
$1.7B▼ 0.1%
158 positionsLocked2024Q4Dec 31
$1.7B▲ 1.6%
163 positionsLocked2024Q3Sep 30
$1.6B▲ 8.5%
164 positionsLocked2024Q2Jun 30
$1.5B▲ 4.9%
158 positionsLocked2024Q1Mar 31
$1.4B▲ 9.5%
164 positionsLocked2023Q4Dec 31
$1.3B▲ 12.6%
151 positionsLocked2023Q3Sep 30
$1.2B▼ 0.1%
146 positionsLocked2023Q2Jun 30
$1.2B▲ 6.8%
148 positionsLocked
Showing 12 of 22