TruWealth Advisors, LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Metairie, LA
CIK
0001834985
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 148 1,164,906 13F-HR 8/4/2023 000183498523000006 TruWealth Advisors, LLC
Q1 2023 145 1,091,117 13F-HR 4/25/2023 000122107323000034 TruWealth Advisors, LLC
Q4 2022 137 1,024,499 13F-HR 1/27/2023 000122107323000017 TruWealth Advisors, LLC
Q3 2022 131 944,917 13F-HR 10/24/2022 000122107322000075 TruWealth Advisors, LLC
Q2 2022 133 933,109 13F-HR 7/21/2022 000122107322000052 TruWealth Advisors, LLC
Q1 2022 123 961,794 13F-HR 4/27/2022 000122107322000030 TruWealth Advisors, LLC
Q4 2021 123 987,627 13F-HR 1/18/2022 000122107322000002 TruWealth Advisors, LLC
Q3 2021 118 896,505 13F-HR 10/29/2021 000122107321000107 TruWealth Advisors, LLC
Q2 2021 115 852,526 13F-HR 7/29/2021 000122107321000084 TruWealth Advisors, LLC
Q1 2021 111 736,497 13F-HR 5/10/2021 000122107321000060 TruWealth Advisors, LLC
Q4 2020 109 670,236 13F-HR 1/26/2021 000108514621000256 TruWealth Advisors, LLC