Truwealth Advisors, LLC
TruWealth Advisors, LLC is an SEC-registered investment adviser headquartered in Metairie, Louisiana. Founded in 2011, the firm provides financial planning, investment management, and wealth protection services, primarily to individuals and high-net-worth clients. Employing around 34 professionals, TruWealth works with multiple custodians to maximize client flexibility and deliver unbiased, fiduciary advice. They serve over 6,000 clients and emphasize transparency, acting strictly as a fee-based adviser with a fiduciary duty to always act in the client's best interests.
Investment Strategy
TruWealth Advisors, LLC employs a client-centric, customized approach to investment management, focusing on developing tailored strategies that align with each client's financial goals and risk tolerance. Their process includes comprehensive financial planning, diversified investment portfolios (primarily for individuals and high net worth clients), and a commitment to long-term wealth preservation. By leveraging multiple custodians and offering fee-only advice, they emphasize unbiased, flexible solutions and transparency in all aspects of client engagement.
Latest 13F Filing Activity
Truwealth Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 181 equity positions with a total 13F market value of $2B. The fund increased holdings in PIMCO Etf TR, Fidelity Merrimack STR TR, Goldman Sachs Group Inc. among other positions. Truwealth Advisors, LLC reduced exposure to Vaneck Etf Trust, Synovus Finl Corp., Janus Detroit STR TR among others.
Top Holdings
Equity Positions (181)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FBND | FIDELITY MERRIMACK STR TR | 6.28% | $124.2M | 2,685,363 | $45.45 | $46.24 | +$29.1M |
V VTI | VANGUARD INDEX FDS | 5.58% | $110.4M | 336,407 | $203.98 | $328.17 | +$1.4M |
P PYLD | PIMCO ETF TR | 5.23% | $103.5M | 3,855,961 | $26.32 | $26.84 | +$35.1M |
J JAAA | JANUS DETROIT STR TR | 5.23% | $103.5M | 2,038,013 | $50.28 | $50.78 | -$22.4M |
B BSCS | INVESCO EXCH TRD SLF IDX FD | 4.56% | $90.2M | 4,385,103 | $20.06 | $20.57 | +$1.3M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
A Apma Matt Rodrigue | Chief Investment Officer | New Orleans, LA , United States | |
 | Trader | New Orleans, LA , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more