TruWealth Advisors, LLC
TruWealth Advisors, LLC reported a Form 13F information table total of $2.08 billion in 182 entries in its Form 13F-HR for the quarter ended 2026-03-31.
Its holdings by class are not on this site yet.
Form 13F-HR as filed (SEC CIK 1834985): holdings report, quarter ended 2026-03-31, filed 2026-04-09; filing manager in United States.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Avala Global LP | United States | $2.081B | 22 |
| Avantyr Capital Partners, LP | United States | $2.082B | 22 |
| Third Point LLC | United States | $2.083B | 33 |
| NLB Skladi, upravljanje premozenja, d.o.o. | $2.086B | 335 | |
| Aventail Capital Group, LP | United States | $2.086B | 170 |
| NEW SOUTH CAPITAL MANAGEMENT INC | United States | $2.087B | 75 |
| SOFI WEALTH, LLC | United States | $2.075B | 52 |
| CSS LLC/IL | United States | $2.088B | 961 |
| Klingman & Associates, LLC | United States | $2.089B | 332 |
| BIT Capital GmbH | Germany | $2.073B | 92 |