SEC Form 13F

TruWealth Advisors, LLC 13F Holdings

Report period2026-03-31
Publicly available2026-04-10
Reported value$2,081,290,422
Positions182

Largest disclosed positions

IssuerTickerClassReported valueReported amount
FIDELITY MERRIMACK STR TRFBNDTOTAL BD ETF$130,375,8032,857,865
PIMCO ETF TRPYLDMULTISECTOR BD$110,828,5244,230,096
JANUS DETROIT STR TRJAAAHENDRSON AAA CL$110,158,5182,186,984
INVESCO EXCH TRD SLF IDX FDBSCSINVSCO BLSH 28$92,781,5014,542,994
VANGUARD INDEX FDSVTITOTAL STK MKT$85,639,308266,959
INVESCO EXCH TRD SLF IDX FDBSCUINVSCO 30 CORP$78,252,2114,680,408
APPLE INCAAPLCOM$52,247,015205,870
INVESCO EXCHANGE TRADED FD TXMHQS&P MDCP QUALITY$50,832,649491,754
ALPHABET INCGOOGCAP STK CL C$47,283,326164,841
ISHARES TRIWFRUS 1000 GRW ETF$46,593,534109,277

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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