account_balance
Investment manager · 13F filer · SEC CIK 1834985
TruWealth Advisors, LLC
Reported value$2.08Bas of Mar 31, 2026
Positions182
Top 10 weight38.7%FBND alone is 6%
FiledApr 99 days after quarter end
Portfolio · as of Mar 31, 2026
Where the money is
FBNDFidelity Merrimack STR Tr
6.3%
PYLDPimco ETF Tr
5.3%
JAAAJanus Detroit STR Tr
5.3%
BSCSInvesco Exch TRD SLF Idx Fd
4.5%
VTIVanguard Index FDS
4.1%
BSCUInvesco Exch TRD SLF Idx Fd
3.8%
AAPLApple Inc
2.5%
XMHQInvesco Exchange Traded Fd T
2.4%
GOOGAlphabet Inc
2.3%
IWFiShares Tr
2.2%
AMZNAmazon Com Inc
1.9%
COSTCostco Wholesale Corporation
1.8%
FBNDFidelity Merrimack STR Tr
6.3%
PYLDPimco ETF Tr
5.3%
JAAAJanus Detroit STR Tr
5.3%
BSCSInvesco Exch TRD SLF Idx Fd
4.5%
VTIVanguard Index FDS
4.1%
BSCU3.8%AAPL2.5%XMHQ2.4%GOOG2.3%IWF2.2%AMZN1.9%COST1.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FBND Fidelity Merrimack STR Tr 6.3% PYLD Pimco ETF Tr 5.3% JAAA Janus Detroit STR Tr 5.3% BSCS Invesco Exch TRD SLF Idx Fd 4.5% VTI Vanguard Index FDS 4.1% BSCU Invesco Exch TRD SLF Idx Fd 3.8% AAPL Apple Inc 2.5% XMHQ Invesco Exchange Traded Fd T 2.4% GOOG Alphabet Inc 2.3% IWF iShares Tr 2.2% AMZN Amazon Com Inc 1.9% COST Costco Wholesale Corporation 1.8%