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TruWealth Advisors, LLC

SEC CIK
0001834985
Latest filing
Apr 9, 2026

HD holding history

Home Depot, 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.

HD overviewAll 13F holders of HDFull Q1 2026 holdings

Shares (Q1 2026)
7,275
Value
$2.39M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of HD by TruWealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20267,275$2.39M0.1%+166+2.3%AddedHolders
Q4 20257,109$2.45M0.1%+93+1.3%AddedHolders
Q3 20257,016$2.84M0.1%+197+2.9%AddedHolders
Q2 20256,819$2.50M0.1%+131+2.0%AddedHolders
Q1 20256,688$2.45M0.1%−36−0.5%ReducedHolders
Q4 20246,724$2.62M0.2%+204+3.1%AddedHolders
Q3 20246,520$2.64M0.2%+157+2.5%AddedHolders
Q2 20246,363$2.19M0.1%+67+1.1%AddedHolders
Q1 20246,296$2.42M0.2%+43+0.7%AddedHolders
Q4 20236,253$2.17M0.2%+117+1.9%AddedHolders
Q3 20236,136$1.85M0.2%−506−7.6%ReducedHolders
Q2 20236,642$2.06M0.2%−84−1.2%ReducedHolders
Q1 20236,726$1.98M0.2%+142+2.2%AddedHolders
Q4 20226,584$2.08M0.2%−20.0%ReducedHolders
Q3 20226,586$1.82M0.2%+114+1.8%AddedHolders
Q2 20226,472$1.77M0.2%+449+7.5%AddedHolders
Q1 20226,023$1.80M0.2%+310+5.4%AddedHolders
Q4 20215,713$2.37M0.2%+155+2.8%AddedHolders
Q3 20215,558$1.82M0.2%+323+6.2%AddedHolders
Q2 20215,235$1.67M0.2%+428+8.9%AddedHolders
Q1 20214,807$1.47M0.2%––Holders

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