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Livermore
Livermore
ZHEN

TruWealth Advisors, LLC

SEC CIK
0001834985
Latest filing
Apr 9, 2026

META holding history

Meta Platforms, 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.

META overviewAll 13F holders of METAFull Q1 2026 holdings

Shares (Q1 2026)
25,309
Value
$14.5M
% of portfolio
0.7%
Quarters held
21
Since Q1 2021
Holdings of META by TruWealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202625,309$14.5M0.7%+1,306+5.4%AddedHolders
Q4 202524,003$15.8M0.8%+737+3.2%AddedHolders
Q3 202523,266$17.1M0.9%+3,598+18.3%AddedHolders
Q2 202519,668$14.5M0.8%+1,219+6.6%AddedHolders
Q1 202518,449$10.6M0.6%+523+2.9%AddedHolders
Q4 202417,926$10.5M0.6%+781+4.6%AddedHolders
Q3 202417,145$9.81M0.6%+673+4.1%AddedHolders
Q2 202416,472$8.31M0.6%+3,307+25.1%AddedHolders
Q1 202413,165$6.39M0.4%+10,633+419.9%AddedHolders
Q4 20232,532$896.2K0.1%−19−0.7%ReducedHolders
Q3 20232,551$765.8K0.1%−16−0.6%ReducedHolders
Q2 20232,567$736.7K0.1%−122−4.5%ReducedHolders
Q1 20232,689$570.0K0.1%−1,521−36.1%ReducedHolders
Q4 20224,210$506.6K<0.1%+1,259+42.7%AddedHolders
Q3 20222,951$400.0K<0.1%+462+18.6%AddedHolders
Q2 20222,489$401.0K<0.1%+132+5.6%AddedHolders
Q1 20222,357$524.0K0.1%+892+60.9%AddedHolders
Q4 20211,465$493.0K<0.1%+40+2.8%AddedHolders
Q3 20211,425$484.0K0.1%+266+23.0%AddedHolders
Q2 20211,159$403.0K<0.1%−75−6.1%ReducedHolders
Q1 20211,234$363.0K<0.1%––Holders

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