TruWealth Advisors, LLC

Position in MA — Mastercard Inc

CIK 1834985 Metairie, LA

Position in MA

as of Mar 31, 2026 · filed Apr 9, 2026 Compact

Position Value

$613,582

-$99,447 QoQ

Shares Held

1,228

-1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

TruWealth Advisors, LLC holds $24,269,263 across 4 Credit Services names. MA ranks #2 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	75,937	$22,951,198
2	MA	Mastercard Inc This page	1,228	$613,582
3	COF	Capital One Financial Corp	1,935	$353,002
4	AXP	American Express Co	1,162	$351,481

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$613,582	1,228	-1.7%	Shares	Sole	2026-04-09
2025-12-31	$713,029	1,249	-9.1%	Shares	Sole	2026-01-07
2025-09-30	$781,544	1,374	+25.1%	Shares	Sole	2025-10-06
2025-06-30	$617,010	1,098	-2.7%	Shares	Sole	2025-07-07
2025-03-31	$618,279	1,128	-1.1%	Shares	Sole	2025-04-10
2024-12-31	$600,816	1,141	+1.4%	Shares	Sole	2025-01-15
2024-09-30	$555,525	1,125	-6.2%	Shares	Sole	2024-10-16
2024-06-30	$529,392	1,200	+0.9%	Shares	Sole	2024-07-16
2024-03-31	$572,586	1,189	+0.1%	Shares	Sole	2024-04-15
2023-12-31	$506,693	1,188	-2.0%	Shares	Sole	2024-01-10
2023-09-30	$479,842	1,212	-2.0%	Shares	Sole	2023-10-10
2023-06-30	$486,512	1,237	0.0%	Shares	Sole	2023-08-04
2023-03-31	$449,538	1,237	+1.0%	Shares	Sole	2023-04-25
2022-12-31	$425,969	1,225	-0.6%	Shares	Sole	2023-01-27
2022-09-30	$350,306	1,232	-8.3%	Shares	Sole	2022-10-24
2022-06-30	$424,005	1,344	+1.7%	Shares	Sole	2022-07-22
2022-03-31	$472,456	1,322	-71.9%	Shares	Sole	2022-04-27
2021-12-31	$1,688,804	4,700	+7.2%	Shares	Sole	2022-01-19
2021-09-30	$1,524,229	4,384	+4.3%	Shares	Sole	2021-10-29
2021-06-30	$1,534,108	4,202	+5.4%	Shares	Sole	2021-07-29
2021-03-31	$1,419,927	3,988	+7.3%	Shares	Sole	2021-05-10
2020-12-31	$1,327,102	3,718	—	Shares	Sole	2021-01-26
No filing history on record for this holder in this stock.