Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001667731-25-000725
Filing Date
2025-07-07
Accepted
2025-07-07 09:04:35
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-07-07

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2185
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 81970
  Complete submission text file 0001667731-25-000725.txt   85378
Mailing Address 2700 LAKE VILLA DRIVE SUITE 200 METAIRIE LA 70002
Business Address 2700 LAKE VILLA DRIVE SUITE 200 METAIRIE LA 70002 504-779-7799
TruWealth Advisors, LLC (Filer) CIK: 0001834985 (see all company filings)

EIN.: 852031261 | State of Incorp.: DE | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-20461 | Film No.: 251107098