Trellis Wealth Advisors LLC

Q3 2026 13F Holdings

Location
San Luis Obispo, CA
Holdings as of
9/30/2026
Value ($000)
$299,247
Num holdings
115
Date filed
10/19/2026
Form type
13F-HR
Prev filing
7/15/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type