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TruWealth Advisors, LLC: QQQM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TruWealth Advisors, LLC on QQQM, newest first. How the timeline and the estimate are built.

TruWealth Advisors, LLC held 146,787 QQQM shares at 2026-03-31 per its 13F-HR filed 2026-04-09.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 146,787 shares
    Change vs previous 13F -2,162 shares

    1.68% of the 13F portfolio, value $34,877,403.

    13F-HR 0002085853-26-000301 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 148,949 shares
    Change vs previous 13F -18,688 shares

    1.84% of the 13F portfolio, value $37,672,236.

    13F-HR 0002085853-26-000014 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 167,637 shares
    Change vs previous 13F -3,786 shares

    2.09% of the 13F portfolio, value $41,426,196.

    13F-HR 0002085853-25-000011 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 171,423 shares
    Change vs previous 13F -287 shares

    2.14% of the 13F portfolio, value $38,929,833.

    13F-HR 0001667731-25-000725 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 171,710 shares
    Change vs previous 13F -3,954 shares

    2% of the 13F portfolio, value $33,143,474.

    13F-HR 0001667731-25-000395 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 175,664 shares
    Change vs previous 13F +136 shares

    2.23% of the 13F portfolio, value $36,969,066.

    13F-HR 0001667731-25-000029 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 175,528 shares
    Change vs previous 13F +1,460 shares

    2.16% of the 13F portfolio, value $35,254,664.

    13F-HR 0001834985-24-000005 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 174,068 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $34,310,640.

    13F-HR 0001834985-24-000003 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).