Truwealth Advisors
$2.1B Assets Reported
194 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 2,857,865 | $130M | 6.3% |
| PYLD | PIMCO ETF TR | 4,230,096 | $111M | 5.3% |
| JAAA | JANUS DETROIT STR TR | 2,186,984 | $110M | 5.3% |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 4,542,994 | $93M | 4.5% |
| VTI | VANGUARD INDEX FDS | 266,959 | $86M | 4.1% |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 4,680,408 | $78M | 3.8% |
| AAPL | APPLE INC | 205,870 | $52M | 2.5% |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 491,754 | $51M | 2.4% |
| GOOG | ALPHABET INC | 164,841 | $47M | 2.3% |
| IWF | ISHARES TR | 109,277 | $47M | 2.2% |
Track Truwealth Advisors's 13F portfolio: $2.1B in reported holdings, 194 positions. Top holdings, AUM, and quarterly changes on SentiSense.