Tru Wealth Advisors, LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.79 Billion distributed in 182 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $130M, Vanguard Total Stock Market Et with a value of $109M, Janus Detroit Str Tr Janus Hen with a value of $107M, Invesco ETF Fd Tr Invesco Bull with a value of $92M, and Invesco Exc Self Ind Tr with a value of $76.7M.
Examining the 13F form we can see an decrease of $8.57M in the current position value, from $1.8B to 1.79B.
Below you can find more details about Tru Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.79 Billion
ETFs: $1.03 Billion
Technology: $243 Million
Financial Services: $90.6 Million
Healthcare: $73.6 Million
Industrials: $70.4 Million
Communication Services: $67.3 Million
Energy: $50.9 Million
Consumer Cyclical: $50.1 Million
Other: $94.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
