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TruWealth Advisors, LLC

SEC CIK
0001834985
Latest filing
Apr 9, 2026

RTX holding history

RTX Corp 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.

RTX overviewAll 13F holders of RTXFull Q1 2026 holdings

Shares (Q1 2026)
1,653
Value
$318.9K
% of portfolio
<0.1%
Quarters held
9
Since Q1 2021
Holdings of RTX by TruWealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20261,653$318.9K<0.1%+123+8.0%AddedHolders
Q4 20251,530$280.6K<0.1%−50−3.2%ReducedHolders
Q3 20251,580$264.4K<0.1%−78−4.7%ReducedHolders
Q2 20251,658$242.1K<0.1%+1,658NewHolders
Q1 20250$00.0%−2,024−100.0%Sold outHolders
Q4 20242,024$234.2K<0.1%+2,024NewHolders
Q1 20220$00.0%−19,233−100.0%Sold outHolders
Q4 202119,233$1.66M0.2%+534+2.9%AddedHolders
Q3 202118,699$1.61M0.2%+754+4.2%AddedHolders
Q2 202117,945$1.53M0.2%+692+4.0%AddedHolders
Q1 202117,253$1.33M0.2%––Holders

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