TRUWEALTH ADVISORS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FCX | 580K | $34.07M |
 | T | 515K | $14.94M |
 | CSCO | 385K | $29.88M |
 | SHEL | 323K | $30.02M |
 | WPC | 315K | $21.40M |
 | GSK | 269K | $14.85M |
 | BMY | 258K | $15.62M |
 | AAPL | 206K | $52.25M |
 | AMZN | 188K | $39.24M |
 | GOOG | 165K | $47.28M |
 | NVDA | 134K | $23.31M |
 | FANG | 133K | $26.28M |
 | JPM | 123K | $36.22M |
 | LRCX | 117K | $25.00M |
 | MSFT | 102K | $37.58M |
 | AVGO | 95K | $29.41M |
 | ABBV | 90K | $19.61M |
 | AEP | 78K | $10.28M |
 | IBM | 78K | $18.84M |
 | V | 76K | $22.95M |
Freeport-McMoRan Inc.
FCX
Shares Held
580K
Value
$34.07M
AT&T Inc.
T
Shares Held
515K
Value
$14.94M
Cisco Systems, Inc.
CSCO
Shares Held
385K
Value
$29.88M
Shell plc
SHEL
Shares Held
323K
Value
$30.02M
W. P. Carey Inc.
WPC
Shares Held
315K
Value
$21.40M
GSK plc
GSK
Shares Held
269K
Value
$14.85M
Bristol-Myers Squibb Company
BMY
Shares Held
258K
Value
$15.62M
Apple Inc.
AAPL
Shares Held
206K
Value
$52.25M
Amazon.com, Inc.
AMZN
Shares Held
188K
Value
$39.24M
Alphabet Inc.
GOOG
Shares Held
165K
Value
$47.28M
NVIDIA Corporation
NVDA
Shares Held
134K
Value
$23.31M
Diamondback Energy, Inc.
FANG
Shares Held
133K
Value
$26.28M
JPMorgan Chase & Co.
JPM
Shares Held
123K
Value
$36.22M
Lam Research Corporation
LRCX
Shares Held
117K
Value
$25.00M
Microsoft Corporation
MSFT
Shares Held
102K
Value
$37.58M
Broadcom Inc.
AVGO
Shares Held
95K
Value
$29.41M
AbbVie Inc.
ABBV
Shares Held
90K
Value
$19.61M
American Electric Power Company, Inc.
AEP
Shares Held
78K
Value
$10.28M
International Business Machines Corporation
IBM
Shares Held
78K
Value
$18.84M
Visa Inc.
V
Shares Held
76K
Value
$22.95M