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 Market Cap. of $200 Billions or more
