TruWealth Advisors, LLC

Position in V — Visa Inc.

CIK 1834985 Metairie, LA

Position in V

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

Position Value

$22,951,198

-$2,350,774 QoQ

Shares Held

75,937

+5.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

2.61%

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. V ranks #1 (94.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	75,937	$22,951,198
2	MA	Mastercard Inc	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	$22,951,198	75,937	+5.3%	Shares	Sole	2026-04-09
2025-12-31	$25,301,972	72,145	+3.6%	Shares	Sole	2026-01-07
2025-09-30	$23,780,872	69,661	+4.2%	Shares	Sole	2025-10-06
2025-06-30	$23,743,613	66,874	+17.9%	Shares	Sole	2025-07-07
2025-03-31	$19,874,937	56,711	+2.1%	Shares	Sole	2025-04-10
2024-12-31	$17,555,073	55,547	+1.7%	Shares	Sole	2025-01-15
2024-09-30	$15,022,718	54,638	+2.5%	Shares	Sole	2024-10-16
2024-06-30	$13,997,787	53,331	+3.9%	Shares	Sole	2024-07-16
2024-03-31	$14,323,781	51,325	+4.3%	Shares	Sole	2024-04-15
2023-12-31	$12,812,864	49,214	+2.0%	Shares	Sole	2024-01-10
2023-09-30	$11,094,532	48,235	-37.0%	Shares	Sole	2023-10-10
2023-06-30	$18,177,669	76,544	+1.4%	Shares	Sole	2023-08-04
2023-03-31	$17,022,004	75,499	+25.2%	Shares	Sole	2023-04-25
2022-12-31	$12,529,382	60,307	+1.5%	Shares	Sole	2023-01-27
2022-09-30	$10,557,739	59,430	+3.7%	Shares	Sole	2022-10-24
2022-06-30	$11,280,024	57,291	+7.7%	Shares	Sole	2022-07-22
2022-03-31	$11,792,841	53,176	-2.3%	Shares	Sole	2022-04-27
2021-12-31	$11,797,042	54,437	+4.6%	Shares	Sole	2022-01-19
2021-09-30	$11,588,791	52,026	+1.7%	Shares	Sole	2021-10-29
2021-06-30	$11,957,087	51,138	+2.1%	Shares	Sole	2021-07-29
2021-03-31	$10,602,168	50,074	+4.3%	Shares	Sole	2021-05-10
2020-12-31	$10,496,852	47,990	—	Shares	Sole	2021-01-26
No filing history on record for this holder in this stock.