Tru Wealth Advisors, LLC has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.7 Billion distributed in 176 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Janus Detroit Str Tr Janus Hen with a value of $126M, Vanguard Total Stock Market Et with a value of $109M, Fidelity Merrimack Str Tr Tota with a value of $95.1M, Invesco ETF Fd Tr Invesco Bull with a value of $88.9M, and Ishares Russell 1000 Gr ETF with a value of $79.6M.

Examining the 13F form we can see an increase of $135M in the current position value, from $1.56B to 1.7B.

Below you can find more details about Tru Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.7 Billion
ETFs: $1.04 Billion
Technology: $205 Million
Financial Services: $90.9 Million
Healthcare: $83.1 Million
Communication Services: $56.6 Million
Energy: $51.8 Million
Consumer Cyclical: $46.2 Million
Consumer Defensive: $42.3 Million
Other: $81.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 176
  • Current Value $1.7 Billion
  • Prior Value $1.56 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 21 stocks
  • Additional Purchases 100 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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