TruWealth Advisors, LLC
Annual return '25
+17.8%
SPY '25
+17.7%
Alpha
+0.1ptsvs SPY
Invested
$2.1B
Holdings
182
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FBND
FIDELITY MERRIMACK STR TR
Q1 2026: Increased +9.9% (1.24M → 1.36M shares)
6.3%
02
$PYLD
PIMCO ETF TR
Q1 2026: Increased +10.9% (1.44M → 1.60M shares)
5.3%
03
$JAAA
JANUS DETROIT STR TR
Q1 2026: Increased +529.5% (4.1k → 25.5k shares)
5.3%
04
$BSCS
INVESCO EXCH TRD SLF IDX FD
Q1 2026: Increased +5.5% (380.1k → 401.0k shares)
4.5%
05
$VTI
VANGUARD INDEX FDS
Q1 2026: Increased +13.0% (318.8k → 360.3k shares)
4.1%
06
$BSCU
INVESCO EXCH TRD SLF IDX FD
Q1 2026: Increased +5.2% (455.2k → 478.6k shares)
3.8%
07
$AAPL
APPLE INC
Q4 2025: Sold 68.3% (200.5k → 63.6k shares)
2.5%
08
$XMHQ
INVESCO EXCHANGE TRADED FD T
Q4 2025: Exited (was 309.1k shares)
2.4%
09
$GOOG
ALPHABET INC
Q1 2026: Sold 97.6% (92.3k → 2.2k shares)
2.3%
10
$IWF
ISHARES TR
Q1 2026: Increased +15.9% (5.6k → 6.5k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:10 UTC.