TruWealth Advisors, LLC
Top Portfolio Positions
91 positions ·
$816,761,318 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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% |
Holdings in T
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,935,329 | 515,189 | Shares | Sole | 2026-04-09 | |
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