Trace Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q3 2026
Location
Los Angeles, CA
CIK
0002055838
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2026 60 134,114 VTI, AVUS, VEA, AVDE 13F-HR 10/30/2026 000117266126004784
Q2 2026 69 152,830 VTI, AVUS, VEA, AVDE 13F-HR 7/28/2026 000117266126002857
Q1 2026 66 133,435 VTI, AVUS, VEA, AVDE 13F-HR 5/13/2026 000117266126001853
Q4 2025 70 138,418 VTI, AVUS, VEA, AVDE 13F-HR 2/12/2026 000117266126000702
Q3 2025 68 133,774 VTI, AVUS, VEA, AVDE 13F-HR 11/5/2025 000117266125004589
Q2 2025 57 122,415 VTI, AVUS, VEA, AVDE 13F-HR 8/14/2025 000117266125003538
Q1 2025 57 112,203 VTI, AVUS, VEA, AVDE 13F-HR 5/15/2025 000117266125002188
Q4 2024 56 111,583 VTI, AVUS, VEA, AVUV 13F-HR 2/14/2025 000117266125001111