Trace Wealth Advisors, LLC

Business address
2572 Basil Lane, Los Angeles, CA, 90077
Top securities (13F)
VTI, AVUS, VEA, AVDE, AVUV, PG, AVEM, TILT, AAPL, DFUV, QCOM, COST, DFAS, DFIV, TLTE, DE, CAT, MSFT, TLTD, and VWO
State of incorporation
CA
Fiscal year end
31 December
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Trace Wealth Advisors, LLC has filed 4 SEC EDGAR filings since 14 Feb 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 05 Nov 2025 30 Sep 2025 028-25277
13F-HR Open Document Open Filing 14 Aug 2025 30 Jun 2025 028-25277
13F-HR Open Document Open Filing 15 May 2025 31 Mar 2025 028-25277
13F-HR Open Document Open Filing 14 Feb 2025 31 Dec 2024 028-25277