Truwealth Advisors, LLC - Q12026 Holdings

Truwealth Advisors, LLC holds 182 stocks with a total portfolio value of $ 2.08B as of Q12026. In Q12026, Truwealth Advisors, LLC added 12 new positions, increased stakes in 97 stocks, reduced 55 holdings, and fully exited 12 positions. The largest holding is Fidelity Merrimack Str Tr (FBND), representing 6.26% of the total portfolio.