Trellis Wealth Advisors LLC Portfolio Holdings
Trellis Wealth Advisors LLC
- $256 Billion
- Q4 2025
Trellis Wealth Advisors LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $256 Billion distributed in 44 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $52B, Dimensional ETF Tr U S Core Eq with a value of $37.8B, Vanguard Total Stock Market Et with a value of $28.5B, American Centy ETF Tr Avantis with a value of $23B, and American Centy ETF Tr Avantis with a value of $20.7B.
Examining the 13F form we can see an increase of $9.98B in the current position value, from $246B to 256B.
Trellis Wealth Advisors LLC is based out at San Luis Obispo, CA
Below you can find more details about Trellis Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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