SEC 13F Intelligence

Truwealth Advisors, LLC / CSCO

Truwealth Advisors, LLC’s Cisco Sys Inc Position

Does Truwealth Advisors, LLC own Cisco Sys Inc (CSCO)? Yes385.2K shares worth $30M (+1.44% of its 13F portfolio) as of Q1 2026, up from 380.5K shares the prior filed quarter.

Position Value
$30M
Q1 2026
Shares
385.2K
% of Portfolio
+1.44%
Quarters Held
15
currently held

Position History CSCO

Reported value by quarter
Q4 ’20: $237,000Q4 ’20Q1 ’21: $251,000Q4 ’21: $241,000Q4 ’21Q1 ’22: $216,000Q3 ’23: $10MQ3 ’23Q4 ’23: $11MQ1 ’24: $11MQ1 ’24Q2 ’24: $20MQ3 ’24: $23MQ3 ’24Q4 ’24: $25MQ1 ’25: $22MQ1 ’25Q2 ’25: $26MQ3 ’25: $26MQ3 ’25Q4 ’25: $29MQ1 ’26: $30MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026385.2K$30M+1.44%
Q4 2025380.5K$29M+1.43%
Q3 2025375.9K$26M+1.30%
Q2 2025368.8K$26M+1.41%
Q1 2025357.9K$22M+1.33%
Q4 2024426.9K$25M+1.52%
Q3 2024424.7K$23M+1.38%
Q2 2024416.4K$20M+1.32%
Q1 2024222.1K$11M+0.77%
Q4 2023211.0K$11M+0.81%
Q3 2023189.8K$10M+0.88%
Q1 20223.9K$216,000+0.02%
Q4 20213.8K$241,000+0.02%
Q1 20214.8K$251,000+0.03%
Q4 20205.3K$237,000+0.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Truwealth Advisors, LLC’s full portfolio or all institutional holders of CSCO.