TruWealth Advisors, LLC
TruWealth Advisors, LLC reported 182 positions worth $2.08B as of March 31, 2026 (13F filed April 9, 2026). Largest holding: FBND (6.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | FBND | SH | $130.4M | 6.26% | 2,857,865 | — | — | |
| ▸ 2 | PYLD | SH | $110.8M | 5.32% | 4,230,096 | — | — | |
| ▸ 3 | JAAA | SH | $110.2M | 5.29% | 2,186,984 | — | — | |
| ▸ 4 | BSCS | SH | $92.8M | 4.46% | 4,542,994 | — | — | |
| ▸ 5 | VTI | SH | $85.6M | 4.11% | 266,959 | — | — | |
| ▸ 6 | BSCU | SH | $78.3M | 3.76% | 4,680,408 | — | — | |
| ▸ 7 | AAPL | SH | $52.2M | 2.51% | 205,870 | — | — | |
| ▸ 8 | XMHQ | SH | $50.8M | 2.44% | 491,754 | — | — | |
| ▸ 9 | GOOG | SH | $47.3M | 2.27% | 164,841 | — | — | |
| ▸ 10 | IWF | SH | $46.6M | 2.24% | 109,277 | — | — |
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Frequently Asked Questions
What stocks does TruWealth Advisors, LLC hold as of Q1 2026?
TruWealth Advisors, LLC reported 182 positions worth $2.08B in its Q1 2026 13F filing. Largest positions: FBND (6.3%), PYLD (5.3%), JAAA (5.3%), BSCS (4.5%) and VTI (4.1%).
What did TruWealth Advisors, LLC buy in Q1 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did TruWealth Advisors, LLC sell in Q1 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.