TruWealth Advisors, LLC

Business address
2700 Lake Villa Drive, Suite 200, Metairie, LA, 70002
Top securities (13F)
FBND, VTI, PYLD, JAAA, BSCS, BSCU, IWF, AVUV, GOOG, AAPL, MSFT, AVGO, QQQM, AMZN, JPM, COST, ABBV, XMHQ, IBM, and LLY
State of incorporation
DE
Fiscal year end
31 December
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TruWealth Advisors, LLC has filed 22 SEC EDGAR filings since 26 Jan 2021

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 06 Oct 2025 30 Sep 2025 028-20461
N-PX Open Document Open Filing 15 Jul 2025 30 Jun 2025 028-20461
13F-HR Open Document Open Filing 07 Jul 2025 30 Jun 2025 028-20461
13F-HR Open Document Open Filing 10 Apr 2025 31 Mar 2025 028-20461
13F-HR Open Document Open Filing 15 Jan 2025 31 Dec 2024 028-20461
13F-HR Open Document Open Filing 16 Oct 2024 30 Sep 2024 028-20461
N-PX Open Document Open Filing 31 Jul 2024 30 Jun 2024 028-20461
13F-HR Open Document Open Filing 16 Jul 2024 30 Jun 2024 028-20461
13F-HR Open Document Open Filing 15 Apr 2024 31 Mar 2024 028-20461
13F-HR Open Document Open Filing 10 Jan 2024 31 Dec 2023 028-20461
13F-HR Open Document Open Filing 10 Oct 2023 30 Sep 2023 028-20461
13F-HR Open Document Open Filing 04 Aug 2023 30 Jun 2023 028-20461
13F-HR Open Document Open Filing 25 Apr 2023 31 Mar 2023 028-20461
13F-HR Open Document Open Filing 27 Jan 2023 31 Dec 2022 028-20461
13F-HR Open Document Open Filing 24 Oct 2022 30 Sep 2022 028-20461
13F-HR Open Document Open Filing 22 Jul 2022 30 Jun 2022 028-20461
13F-HR Open Document Open Filing 27 Apr 2022 31 Mar 2022 028-20461
13F-HR Open Document Open Filing 19 Jan 2022 31 Dec 2021 028-20461
13F-HR Open Document Open Filing 29 Oct 2021 30 Sep 2021 028-20461
13F-HR Open Document Open Filing 29 Jul 2021 30 Jun 2021 028-20461
13F-HR Open Document Open Filing 10 May 2021 31 Mar 2021 028-20461
13F-HR Open Document Open Filing 26 Jan 2021 31 Dec 2020 028-20461