Notify me when Trellis Wealth Advisors LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 44 | $255,701,417 | +$9,687,605 | -$6,028,928 | +$3,658,677 | DFAX, DFAC, VTI, AVUS, AVDE | 13F-HR | 26 Jan 2026, 14:30 |
| Q3 2025 | 38 | $245,716,549 | +$3,728,622 | -$2,934,994 | +$793,628 | DFAX, DFAC, VTI, AVUS, AVDE | 13F-HR | 30 Oct 2025, 16:39 |
| Q2 2025 | 37 | $229,759,284 | +$6,760,354 | -$1,714,531 | +$5,045,823 | DFAX, DFAC, VTI, AVUS, AVDE | 13F-HR | 21 Jul 2025, 14:57 |
| Q1 2025 | 35 | $206,066,947 | +$13,666,622 | -$6,320,253 | +$7,346,369 | DFAX, DFAC, VTI, AVUS, AVDE | 13F-HR | 23 Apr 2025, 17:14 |
| Q4 2024 | 33 | $198,862,135 | +$5,955,194 | -$499,174 | +$5,456,020 | DFAX, DFAC, VTI, AVUS, AVDE | 13F-HR | 03 Feb 2025, 17:08 |
| Q3 2024 | 30 | $199,753,490 | +$8,560,375 | -$1,744,120 | +$6,816,255 | DFAX, DFAC, VTI, AVUS, AVDE | 13F-HR | 21 Oct 2024, 17:08 |
| Q2 2024 | 30 | $182,188,317 | +$6,384,791 | -$2,432,953 | +$3,951,838 | DFAX, DFAC, VTI, AVUS, AVDE | 13F-HR | 30 Jul 2024, 17:28 |
| Q1 2024 | 25 | $176,975,351 | +$2,309,481 | -$20,224,898 | -$17,915,417 | DFAX, DFAC, VTI, AVUS, AVDE | 13F-HR | 19 Apr 2024, 18:23 |
| Q4 2023 | 35 | $184,141,712 | +$13,482,557 | -$4,996,579 | +$8,485,978 | DFAX, DFAC, VTI, AVUS, AVDE | 13F-HR | 19 Jan 2024, 16:42 |
| Q3 2023 | 35 | $158,936,112 | +$14,214,630 | -$1,152,173 | +$13,062,457 | DFAX, DFAC, VTI, AVUS, AVDE | 13F-HR | 23 Oct 2023, 16:00 |
| Q2 2023 | 31 | $150,425,426 | +$7,155,168 | -$553,868 | +$6,601,300 | DFAX, VTI, DFAC, AVUS, AVDE | 13F-HR | 10 Aug 2023, 10:18 |
| Q1 2023 | 30 | $136,117,930 | +$12,126,278 | -$1,359,988 | +$10,766,290 | DFAX, VTI, DFAC, AVUS, AVDE | 13F-HR | 10 Aug 2023, 13:27 |
| Q4 2022 | 29 | $116,121,023 | $0 | $0 | $0 | DFAX, VTI, DFAC, AVUS, AVDE | 13F-HR | 10 Aug 2023, 13:26 |