TruWealth Advisors, LLC
All 13F Filings
- Location
- Metairie, LA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 2,081,290
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/9/2026 | 182 | 2,081,290 | 13F-HR | TruWealth Advisors, LLC |
| Q4 2025 | 1/7/2026 | 182 | 2,044,780 | 13F-HR | TruWealth Advisors, LLC |
| Q3 2025 | 10/6/2025 | 182 | 1,978,667 | 13F-HR | TruWealth Advisors, LLC |
| Q2 2025 | 7/7/2025 | 176 | 1,815,814 | 13F-HR | TruWealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.026 M | 49.3% | 0 | 637 K | -637 K |
| ETFs | 1.056 M | 50.7% | 673.5 K | 0 | 673.5 K |
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Fund Snapshot
Q1 2026
Latest filed
4/9/2026
Total value ($000)
2,081,290
Holdings
182
QoQ value change ($000)
36,510
(1.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.