Truwealth Advisors, LLC - Q42025 Holdings

Truwealth Advisors, LLC holds 182 stocks with a total portfolio value of $ 2.04B as of Q42025. In Q42025, Truwealth Advisors, LLC added 5 new positions, increased stakes in 87 stocks, reduced 65 holdings, and fully exited 5 positions. The largest holding is Fidelity Merrimack Str Tr (FBND), representing 6.32% of the total portfolio.