Universe · entity
TruWealth Advisors, LLC
Institutional manager (13F) · CIK 1834985
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.8B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | FIDELITY MERRIMACK STR TR | $130M | 2,857,865 |
| 2 | PIMCO ETF TR | $111M | 4,230,096 |
| 3 | JANUS DETROIT STR TR | $110M | 2,186,984 |
| 4 | INVESCO EXCH TRD SLF IDX FD | $93M | 4,542,994 |
| 5 | VANGUARD INDEX FDS | $86M | 266,959 |
| 6 | INVESCO EXCH TRD SLF IDX FD | $78M | 4,680,408 |
| 7 | APPLE INC | $52M | 205,870 |
| 8 | INVESCO EXCHANGE TRADED FD T | $51M | 491,754 |
| 9 | ALPHABET INC | $47M | 164,841 |
| 10 | ISHARES TR | $47M | 109,277 |
| 11 | AMAZON COM INC | $39M | 188,422 |
| 12 | COSTCO WHOLESALE CORPORATION | $38M | 38,183 |
| 13 | AMERICAN CENTY ETF TR | $38M | 341,689 |
| 14 | DIMENSIONAL ETF TRUST | $38M | 713,549 |
| 15 | MICROSOFT CORP | $38M | 101,532 |
| 16 | JPMORGAN CHASE & CO | $36M | 123,130 |
| 17 | FIDELITY COVINGTON TRUST | $35M | 923,152 |
| 18 | INVESCO EXCH TRADED FD TR II | $35M | 146,787 |
| 19 | QUANTA SVCS INC | $35M | 63,513 |
| 20 | FREEPORT MCMORAN INC | $34M | 579,556 |
| 21 | ELI LILLY & CO | $33M | 35,900 |
| 22 | CATERPILLAR INC | $31M | 43,814 |
| 23 | SHELL PLC | $30M | 322,819 |
| 24 | CISCO SYS INC | $30M | 385,163 |
| 25 | BROADCOM INC | $29M | 94,899 |
| 26 | DIAMONDBACK ENERGY INC | $26M | 132,880 |
| 27 | ISHARES TR | $26M | 122,607 |
| 28 | LAM RESEARCH CORP | $25M | 117,008 |
| 29 | INVESCO QQQ TR | $24M | 42,058 |
| 30 | GOLDMAN SACHS GROUP INC | $24M | 28,298 |
| 31 | CAPITAL GRP FIXED INCM ETF T | $24M | 870,241 |
| 32 | NVIDIA CORPORATION | $23M | 133,636 |
| 33 | TAIWAN SEMICONDUCTOR MANUFAC | $23M | 68,323 |
| 34 | VISA INC | $23M | 75,937 |
| 35 | VANGUARD INDEX FDS | $22M | 36,766 |
| 36 | WP CAREY INC | $21M | 314,898 |
| 37 | ISHARES GOLD TR | $21M | 240,881 |
| 38 | INVESCO EXCH TRD SLF IDX FD | $20M | 1,242,679 |
| 39 | ABBVIE INC | $20M | 90,190 |
| 40 | FIRST TR EXCHNG TRADED FD VI | $19M | 774,486 |
| 41 | INTERNATIONAL BUSINESS MACHS | $19M | 77,734 |
| 42 | FRANKLIN TEMPLETON ETF TR | $18M | 746,251 |
| 43 | INVESCO EXCHANGE TRADED FD T | $18M | 244,394 |
| 44 | GENERAL DYNAMICS CORP | $17M | 50,502 |
| 45 | VANGUARD BD INDEX FDS | $16M | 326,580 |
| 46 | BRISTOL-MYERS SQUIBB CO | $16M | 257,538 |
| 47 | AT&T INC | $15M | 515,189 |
| 48 | GSK PLC | $15M | 269,102 |
| 49 | FIDELITY COVINGTON TRUST | $15M | 396,639 |
| 50 | META PLATFORMS INC | $14M | 25,309 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.