TrustWell Financial Advisors, LLC - Portfolio Stock Holdings
TrustWell Financial Advisors, LLC disclosed 79 stock positions in a recent SEC 13F filing. $117,716,630 of stock holdings were filed, with the largest holdings including FBND, PHYS, and AVUQ. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $260,788,767 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
79Est. Stock Holding Value:
$117,716,630Top Stock Holdings By Sector
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Portfolio Stock Holdings - TrustWell Financial Advisors, LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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