TrustWell Financial Advisors, LLC - Portfolio Stock Holdings
TrustWell Financial Advisors, LLC disclosed 82 stock positions in a recent SEC 13F filing. $117,851,525 of stock holdings were filed, with the largest holdings including FBND, PHYS, and AVLV. This filing represented positions held on June 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:
June 30, 2026No. of Stocks:
82Est. Stock Holding Value:
$117,851,525Top 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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Holdings (USD)
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% of Portfolio
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