Trellis Wealth Advisors
Latest statistics and disclosures from Trellis Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAX, DFAC, VTI, AVUS, AVDE, and represent 70.09% of Trellis Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: BSV, BND, DFAX, SCHX, DFAC, VYM, PLTR, AVDE, AVUV, SCHA.
- Started 5 new stock positions in AVUV, VYM, AZUL, PLTR, BLND.
- Reduced shares in these 10 stocks: DFSU, VTI, DFSI, DFSE, AVSU, AVSD, GOSS, POLA, VT, AVSE.
- Sold out of its positions in GOSS, POLA.
- Trellis Wealth Advisors was a net buyer of stock by $5.5M.
- Trellis Wealth Advisors has $199M in assets under management (AUM), dropping by -0.45%.
- Central Index Key (CIK): 0001989031
Tip: Access up to 7 years of quarterly data
Positions held by Trellis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv

Portfolio Holdings for Trellis Wealth Advisors
Trellis Wealth Advisors holds 33 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Past Filings by Trellis Wealth Advisors
SEC 13F filings are viewable for Trellis Wealth Advisors going back to 2023
- Trellis Wealth Advisors 2024 Q4 filed Feb. 3, 2025
- Trellis Wealth Advisors 2024 Q3 filed Oct. 21, 2024
- Trellis Wealth Advisors 2024 Q2 filed July 30, 2024
- Trellis Wealth Advisors 2024 Q1 filed April 22, 2024
- Trellis Wealth Advisors 2023 Q4 filed Jan. 19, 2024
- Trellis Wealth Advisors 2023 Q3 filed Oct. 23, 2023