0001834985-23-000006.txt : 20230804 0001834985-23-000006.hdr.sgml : 20230804 20230804141944 ACCESSION NUMBER: 0001834985-23-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230804 DATE AS OF CHANGE: 20230804 EFFECTIVENESS DATE: 20230804 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TruWealth Advisors, LLC CENTRAL INDEX KEY: 0001834985 IRS NUMBER: 852031261 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20461 FILM NUMBER: 231143451 BUSINESS ADDRESS: STREET 1: 2700 LAKE VILLA DRIVE STREET 2: SUITE 200 CITY: METAIRIE STATE: LA ZIP: 70002 BUSINESS PHONE: 504-779-7799 MAIL ADDRESS: STREET 1: 2700 LAKE VILLA DRIVE STREET 2: SUITE 200 CITY: METAIRIE STATE: LA ZIP: 70002 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001834985 XXXXXXXX 06-30-2023 06-30-2023 false TruWealth Advisors, LLC

2700 Lake Villa Drive Suite 200 Metairie LA 70002

13F HOLDINGS REPORT 028-20461 000306876 801-119073 N Jennifer Valteau 504-779-7799 /s/ Jennifer Valteau Metairie LA 08-04-2023 0 148 1164906807 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 442183 4056 SH SOLE 4056 0 0 ABBVIE INC COM 00287Y109 19205534 142548 SH SOLE 142548 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 302685 619 SH SOLE 619 0 0 ALPHABET INC CAP STK CL A 02079K305 1411383 11791 SH SOLE 11791 0 0 ALPHABET INC CAP STK CL C 02079K107 23182078 191635 SH SOLE 191635 0 0 AMAZON COM INC COM 023135106 23700049 181805 SH SOLE 181805 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 25364802 326824 SH SOLE 326824 0 0 AMERIPRISE FINL INC COM 03076C106 1569464 4725 SH SOLE 4725 0 0 APPLE INC COM 037833100 32329184 166671 SH SOLE 166671 0 0 ARK ETF TR INNOVATION ETF 00214Q104 200777 4549 SH SOLE 4549 0 0 AT&T INC COM 00206R102 263103 16495 SH SOLE 16495 0 0 BANK AMERICA CORP COM 060505104 9671729 337112 SH SOLE 337112 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 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