TruWealth Advisors, LLC - Portfolio overview

TruWealth Advisors, LLC has 198 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. FBND - FIDELITY MERRIMACK STR TR, 6.19%
2. PYLD - PIMCO ETF TR, 5.26%
3. JAAA - JANUS DETROIT STR TR, 5.23%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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