IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

TruWealth Advisors, LLCAggressive Growth

CIK: 0001834985 | METAIRIE, LA

Q4 2025 vs Q1 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q1 2026
13F-HR182$2.1B2026-04-09SEC ↗
Q4 2025
13F-HR182$2.0B2026-01-07SEC ↗
Q3 2025
13F-HR182$2.0B2025-10-06SEC ↗
Q2 2025
13F-HR176$1.8B2025-07-07SEC ↗
Q1 2025
13F-HR158$1.7B2025-04-10SEC ↗
Q4 2024
13F-HR163$1.7B2025-01-15SEC ↗
Q3 2024
13F-HR164$1.6B2024-10-16SEC ↗
Q2 2024
13F-HR158$1.5B2024-07-16SEC ↗
Q1 2024
13F-HR164$1.4B2024-04-15SEC ↗
Q4 2023
13F-HR151$1.3B2024-01-10SEC ↗
Q3 2023
13F-HR146$1.2B2023-10-10SEC ↗
Q2 2023
13F-HR148$1.2B2023-08-04SEC ↗
Q1 2023
13F-HR145$1.1B2023-04-25SEC ↗
Q4 2022
13F-HR137$1.0B2023-01-27SEC ↗
Q3 2022
13F-HR131$108.4M2022-10-24SEC ↗
Q2 2022
13F-HR133$85.2M2022-07-22SEC ↗
Q1 2022
13F-HR123$69.3M2022-04-27SEC ↗
Q4 2021
13F-HR123$55.8M2022-01-19SEC ↗
Q3 2021
13F-HR118$45.1M2021-10-29SEC ↗
Q2 2021
13F-HR115$41.8M2021-07-29SEC ↗
Q1 2021
13F-HR111$22.4M2021-05-10SEC ↗
Q4 2020
13F-HR109$21.3M2021-01-26SEC ↗