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Livermore
Livermore
ZHEN

TruWealth Advisors, LLC

SEC CIK
0001834985
Latest filing
Apr 9, 2026

AAPL holding history

Apple Inc. in every 13F filed by TruWealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q1 2026 holdings

Shares (Q1 2026)
205,870
Value
$52.2M
% of portfolio
2.5%
Quarters held
21
Since Q1 2021
Holdings of AAPL by TruWealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2026205,870$52.2M2.5%+4,590+2.3%AddedHolders
Q4 2025201,280$54.7M2.7%+826+0.4%AddedHolders
Q3 2025200,454$51.0M2.6%+3,028+1.5%AddedHolders
Q2 2025197,426$40.5M2.2%+8,144+4.3%AddedHolders
Q1 2025189,282$42.0M2.5%+5,120+2.8%AddedHolders
Q4 2024184,162$46.1M2.8%+2,610+1.4%AddedHolders
Q3 2024181,552$42.3M2.6%+1,441+0.8%AddedHolders
Q2 2024180,111$37.9M2.5%+2,697+1.5%AddedHolders
Q1 2024177,414$30.4M2.1%+4,676+2.7%AddedHolders
Q4 2023172,738$33.3M2.5%+1,789+1.0%AddedHolders
Q3 2023170,949$29.3M2.5%+4,278+2.6%AddedHolders
Q2 2023166,671$32.3M2.8%−18,134−9.8%ReducedHolders
Q1 2023184,805$30.5M2.8%+1,423+0.8%AddedHolders
Q4 2022183,382$23.8M2.3%+2,947+1.6%AddedHolders
Q3 2022180,435$24.9M2.6%+4,500+2.6%AddedHolders
Q2 2022175,935$24.1M2.6%+13,356+8.2%AddedHolders
Q1 2022162,579$28.4M3.0%+7,061+4.5%AddedHolders
Q4 2021155,518$27.6M2.8%+3,696+2.4%AddedHolders
Q3 2021151,822$21.5M2.4%+2,572+1.7%AddedHolders
Q2 2021149,250$20.4M2.4%+5,243+3.6%AddedHolders
Q1 2021144,007$17.6M2.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.