TruWealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Metairie, LA
CIK
0001834985
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 158 1,504,084 VTI, JAAA, BSCO, IWF 13F-HR 7/16/2024 000183498524000003
Q1 2024 164 1,433,723 VTI, IWF, JAAA, BSCO 13F-HR 4/15/2024 000183498524000002
Q4 2023 151 1,309,866 VTI, IWF, JAAA, BSCO 13F-HR 1/10/2024 000183498524000001
Q3 2023 146 1,163,274 VTI, JAAA, BSCO, AGG 13F-HR 10/10/2023 000183498523000007
Q2 2023 148 1,164,906 VTI, JAAA, AGG, BSCO 13F-HR 8/4/2023 000183498523000006
Q1 2023 145 1,091,117 VCSH, VTI, VUSB, LQD 13F-HR 4/25/2023 000122107323000034
Q4 2022 137 1,024,499 VCSH, VTI, VUSB, GSY 13F-HR 1/27/2023 000122107323000017
Q3 2022 131 944,917 VUSB, VCSH, VTI, GSY 13F-HR 10/24/2022 000122107322000075
Q2 2022 133 933,109 VUSB, VCSH, VTI, GSY 13F-HR 7/21/2022 000122107322000052
Q1 2022 123 961,794 VUSB, VTI, VCSH, GSY 13F-HR 4/27/2022 000122107322000030
Q4 2021 123 987,627 BSV, VTI, VCSH, DIAL 13F-HR 1/18/2022 000122107322000002
Q3 2021 118 896,505 BSV, VCSH, VTI, DIAL 13F-HR 10/29/2021 000122107321000107
Q2 2021 115 852,526 BSV, VCSH, VTI, DIAL 13F-HR 7/29/2021 000122107321000084
Q1 2021 111 736,497 BSV, VTI, VCSH, DIAL 13F-HR 5/10/2021 000122107321000060
Q4 2020 109 670,236 BSV, VTI, DIAL, VCSH 13F-HR 1/26/2021 000108514621000256