TruWealth Advisors - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for TruWealth Advisors going back to Jan. 26, 2021
- TruWealth Advisors 2025 Q3 - filed Oct. 6, 2025 - new!
- TruWealth Advisors 2025 Q2 - filed July 7, 2025
- TruWealth Advisors 2025 Q1 - filed April 10, 2025
- TruWealth Advisors 2024 Q4 - filed Jan. 15, 2025
- TruWealth Advisors 2024 Q3 - filed Oct. 16, 2024
- TruWealth Advisors 2024 Q2 - filed July 16, 2024
- TruWealth Advisors 2024 Q1 - filed April 15, 2024
- TruWealth Advisors 2023 Q4 - filed Jan. 10, 2024
- TruWealth Advisors 2023 Q3 - filed Oct. 10, 2023
- TruWealth Advisors 2023 Q2 - filed Aug. 4, 2023
- TruWealth Advisors 2023 Q1 - filed April 25, 2023
- TruWealth Advisors 2022 Q4 - filed Jan. 27, 2023
- TruWealth Advisors 2022 Q3 - filed Oct. 24, 2022
- TruWealth Advisors 2022 Q2 - filed July 22, 2022
- TruWealth Advisors 2022 Q1 - filed April 27, 2022
- TruWealth Advisors 2021 Q4 - filed Jan. 19, 2022
- TruWealth Advisors 2021 Q3 - filed Oct. 29, 2021
- TruWealth Advisors 2021 Q2 - filed July 29, 2021
- TruWealth Advisors 2021 Q1 - filed May 10, 2021
- TruWealth Advisors 2020 Q4 - filed Jan. 26, 2021