Trellis Wealth Advisors LLC

Business address
1135 Santa Rosa Street, Suite 310, San Luis Obispo, CA, 93401
Top securities (13F)
DFAX, DFAC, VTI, AVUS, AVDE, BSV, BND, EBI, VXUS, VCSH, AVEM, VOO, AVSU, DFSU, DFSI, AVSD, VT, BNDX, MSFT, and AAPL
State of incorporation
CA
Fiscal year end
31 December
⭐ Add to watchlist ⭐
Trellis Wealth Advisors LLC has filed 14 SEC EDGAR filings since 10 Aug 2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 30 Oct 2025 30 Sep 2025 028-23337
N-PX Open Document Open Filing 24 Jul 2025 30 Jun 2025 028-23337
13F-HR Open Document Open Filing 21 Jul 2025 30 Jun 2025 028-23337
13F-HR Open Document Open Filing 23 Apr 2025 31 Mar 2025 028-23337
13F-HR Open Document Open Filing 03 Feb 2025 31 Dec 2024 028-23337
13F-HR Open Document Open Filing 21 Oct 2024 30 Sep 2024 028-23337
N-PX Open Document Open Filing 23 Aug 2024 30 Jun 2024 028-23337
13F-HR Open Document Open Filing 30 Jul 2024 30 Jun 2024 028-23337
13F-HR Open Document Open Filing 22 Apr 2024 31 Mar 2024 028-23337
13F-HR Open Document Open Filing 19 Jan 2024 31 Dec 2023 028-23337
13F-HR Open Document Open Filing 23 Oct 2023 30 Sep 2023 028-23337
13F-HR Open Document Open Filing 10 Aug 2023 31 Mar 2023 028-23337
13F-HR Open Document Open Filing 10 Aug 2023 31 Dec 2022 028-23337
13F-HR Open Document Open Filing 10 Aug 2023 30 Jun 2023 028-23337