TruWealth Advisors, LLC
RIA/Wealth
TruWealth Advisors, LLC is a RIA/Wealth based in Metairie, LA led by Charles Lee Simmons, reporting $2.5B in AUM as of Q3 2025 with 60% ETF concentration.
CEOCharles Lee Simmons
- Portfolio Value
- $2.0B
- Positions
- 182
- Top Holding
- FBND at 6.28%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in TruWealth Advisors, LLC's portfolio (42.3% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $124.2M | 6.28% | +$28.0M Bought | — 2.7M shares | |
ETF ETF | $110.4M | 5.58% | -$7.2M Sold | — 336.4K shares | |
ETF ETF | $103.5M | 5.23% | +$34.3M Bought | — 3.9M shares | |
ETF ETF | $103.5M | 5.23% | -$22.5M Sold | — 2.0M shares | |
ETF ETF | $90.2M | 4.56% | +$907.0K Bought | — 4.4M shares | |
ETF ETF | $74.9M | 3.78% | +$9.3M Bought | — 4.4M shares | |
ETF ETF | $68.1M | 3.44% | -$20.2M Sold | — 145.5K shares | |
ETF ETF | $60.3M | 3.05% | +$1.5M Bought | — 605.7K shares | |
Internet Content & Information Communication Services | $51.7M | 2.61% | -$30.9K Sold | 0.00% 212.3K shares | |
Consumer Electronics Technology | $51.0M | 2.58% | +$771.0K Bought | 0.00% 200.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in TruWealth Advisors, LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for TruWealth Advisors, LLC
GthenA