Tru Wealth Advisors, LLC has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.8 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 $124M, Vanguard Total Stock Market Et with a value of $110M, Janus Detroit Str Tr Janus Hen with a value of $103M, Invesco ETF Fd Tr Invesco Bull with a value of $90.2M, and Invesco Exc Self Ind Tr with a value of $74.9M.
Examining the 13F form we can see an increase of $102M in the current position value, from $1.7B to 1.8B.
Below you can find more details about Tru Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.8 Billion
ETFs: $1.05 Billion
Technology: $251 Million
Financial Services: $93.2 Million
Healthcare: $76.8 Million
Communication Services: $74.2 Million
Industrials: $65.6 Million
Energy: $53.9 Million
Consumer Cyclical: $47.3 Million
Other: $86 Million
Stock Holdings Table Market Cap. of $200 Billions or more
