Chief Compliance Officer

0001834985-24-000001.txt : 20240110 0001834985-24-000001.hdr.sgml : 20240110 20240110153946 ACCESSION NUMBER: 0001834985-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240110 DATE AS OF CHANGE: 20240110 EFFECTIVENESS DATE: 20240110 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TruWealth Advisors, LLC CENTRAL INDEX KEY: 0001834985 ORGANIZATION NAME: 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: 24526446 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 12-31-2023 12-31-2023 false TruWealth Advisors, LLC

2700 Lake Villa Drive Suite 200 Metairie LA 70002

13F HOLDINGS REPORT 028-20461 000306876 801-119073 N Jennifer Valteau Chief Compliance Officer 504-779-7799 /s/ Jennifer Valteau Metairie LA 01-10-2024 0 151 1309866292 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 11912450 108226 SH SOLE 0 0 108226 ABBVIE INC COM 00287Y109 23159356 149444 SH SOLE 0 0 149444 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 11971424 34115 SH SOLE 0 0 34115 ADOBE INC COM 00724F101 619867 1039 SH SOLE 0 0 1039 ADVANCED MICRO DEVICES INC COM 007903107 262537 1781 SH SOLE 0 0 1781 ALLSTATE CORP COM 020002101 213470 1525 SH SOLE 0 0 1525 ALPHABET INC CAP STK CL C 02079K107 27662743 196287 SH SOLE 0 0 196287 ALPHABET INC CAP STK CL A 02079K305 1836365 13146 SH SOLE 0 0 13146 AMAZON COM INC COM 023135106 27863755 183387 SH SOLE 0 0 183387 AMERICAN CENTY ETF TR US SML CP VALU 025072877 34130990 380078 SH SOLE 0 0 380078 AMERIPRISE FINL INC COM 03076C106 1794737 4725 SH SOLE 0 0 4725 APPLE INC COM 037833100 33257324 172738 SH SOLE 0 0 172738 ARK ETF TR 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