TruWealth Advisors, LLC
Top Portfolio Positions
91 positions ·
$816,761,318 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
205,870 | $52,247,747 | 6.40% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
188,422 | $39,242,649 | 4.80% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
38,183 | $38,046,686 | 4.66% | |
| MSFT |
Microsoft Corp
Technology
|
101,532 | $37,584,100 | 4.60% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
123,130 | $36,219,920 | 4.43% | |
| PWR |
Quanta Services, Inc.
Industrials
|
63,513 | $34,869,907 | 4.27% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
579,556 | $34,066,301 | 4.17% | |
| LLY |
ELI LILLY & Co
Healthcare
|
35,900 | $33,019,743 | 4.04% | |
| CAT |
Caterpillar Inc
Industrials
|
43,814 | $31,040,466 | 3.80% | |
| SHEL |
Shell plc
Energy
|
322,819 | $30,022,167 | 3.68% |
Portfolio Trend
Holdings in FDSB
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $559,321 | 37,741 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $524,985 | 34,999 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $484,036 | 34,999 | Shares | Sole | 2025-10-06 | |
| No 13F history on record for this holder in this stock. | ||||||