Trellis Wealth Advisors LLC - Portfolio Stock Holdings
Trellis Wealth Advisors LLC disclosed 51 stock positions in a recent SEC 13F filing. $291,314,640 of stock holdings were filed, with the largest holdings including DFAX, DFAC, and VTI. This filing represented positions held on June 30, 2026, and was filed on July 15, 2026.We estimate the fund has a total AUM of $479,836,174 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
51Est. Stock Holding Value:
$291,314,640Top Stock Holdings By Sector
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Portfolio Stock Holdings - Trellis Wealth Advisors LLC
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% of Portfolio
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