Notify me when TruWealth Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 182 | $2,044,780,205 | +$120,253,801 | -$121,019,554 | -$765,753 | FBND, VTI, PYLD, JAAA, BSCS | 13F-HR | 07 Jan 2026, 08:58 |
| Q3 2025 | 182 | $1,978,667,492 | +$202,961,052 | -$141,273,444 | +$61,687,608 | FBND, VTI, PYLD, JAAA, BSCS | 13F-HR | 06 Oct 2025, 15:04 |
| Q2 2025 | 176 | $1,815,814,416 | +$164,551,971 | -$115,326,020 | +$49,225,951 | JAAA, VTI, FBND, BSCS, IWF | 13F-HR | 07 Jul 2025, 09:04 |
| Q1 2025 | 158 | $1,656,698,252 | +$98,473,408 | -$58,356,650 | +$40,116,758 | VTI, JAAA, BSCS, FBND, IWF | 13F-HR | 10 Apr 2025, 15:07 |
| Q4 2024 | 163 | $1,658,450,433 | +$219,169,867 | -$198,509,099 | +$20,660,768 | VTI, JAAA, BSCS, FBND, IWF | 13F-HR | 15 Jan 2025, 16:15 |
| Q3 2024 | 164 | $1,632,322,940 | +$107,521,821 | -$5,864,943 | +$101,656,878 | VTI, JAAA, BSCO, IWF, LQD | 13F-HR | 16 Oct 2024, 15:29 |
| Q2 2024 | 158 | $1,504,084,606 | +$208,519,941 | -$172,282,880 | +$36,237,061 | VTI, JAAA, BSCO, IWF, LQD | 13F-HR | 16 Jul 2024, 14:20 |
| Q1 2024 | 164 | $1,433,723,440 | +$114,877,931 | -$51,918,001 | +$62,959,930 | VTI, IWF, JAAA, BSCO, LQD | 13F-HR | 15 Apr 2024, 10:22 |
| Q4 2023 | 151 | $1,309,866,292 | +$111,168,481 | -$60,593,594 | +$50,574,887 | VTI, IWF, JAAA, BSCO, LQD | 13F-HR | 10 Jan 2024, 15:39 |
| Q3 2023 | 146 | $1,163,274,541 | +$93,392,064 | -$69,205,778 | +$24,186,286 | VTI, JAAA, BSCO, AGG, LQD | 13F-HR | 10 Oct 2023, 16:36 |
| Q2 2023 | 148 | $1,164,906,807 | +$224,845,538 | -$198,169,996 | +$26,675,542 | VTI, JAAA, AGG, BSCO, LQD | 13F-HR | 04 Aug 2023, 14:19 |
| Q1 2023 | 145 | $1,091,117,131 | +$138,363,331 | -$105,438,911 | +$32,924,420 | VCSH, VTI, VUSB, LQD, BSCO | 13F-HR | 25 Apr 2023, 09:48 |
| Q4 2022 | 137 | $1,024,499,290 | +$85,399,343 | -$50,579,034 | +$34,820,309 | VCSH, VTI, VUSB, GSY, BSCO | 13F-HR | 27 Jan 2023, 17:25 |
| Q3 2022 | 131 | $944,917,000 | +$132,764,575 | -$68,380,733 | +$64,383,842 | VUSB, VCSH, VTI, GSY, IWF | 13F-HR | 24 Oct 2022, 16:17 |
| Q2 2022 | 133 | $933,109,000 | +$126,481,824 | -$33,954,317 | +$92,527,507 | VUSB, VCSH, VTI, GSY, IWF | 13F-HR | 21 Jul 2022, 21:01 |
| Q1 2022 | 123 | $961,794,000 | +$230,213,389 | -$216,905,350 | +$13,308,039 | VUSB, VTI, VCSH, GSY, IWF | 13F-HR | 27 Apr 2022, 17:25 |
| Q4 2021 | 123 | $987,627,000 | +$71,006,464 | -$26,712,803 | +$44,293,661 | BSV, VTI, VCSH, DIAL, GSY | 13F-HR | 18 Jan 2022, 18:52 |
| Q3 2021 | 118 | $896,505,000 | +$70,033,019 | -$8,346,065 | +$61,686,954 | BSV, VCSH, VTI, DIAL, GSY | 13F-HR | 29 Oct 2021, 17:14 |
| Q2 2021 | 115 | $852,526,000 | +$87,249,196 | -$11,915,780 | +$75,333,416 | BSV, VCSH, VTI, DIAL, GSY | 13F-HR | 29 Jul 2021, 16:12 |
| Q1 2021 | 111 | $736,497,000 | +$121,022,965 | -$70,842,057 | +$50,180,908 | BSV, VTI, VCSH, DIAL, GSY | 13F-HR | 10 May 2021, 17:24 |
| Q4 2020 | 109 | $670,236,000 | $0 | $0 | $0 | BSV, VTI, DIAL, VCSH, AGG | 13F-HR | 25 Jan 2021, 21:28 |