TrustWell Financial Advisors, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Jacksonville, FL
CIK
0002133429
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
70
106,307
FBND, PHYS, AVLV, AVUQ
13F-HR
5/7/2026
000213342926000002
Q4 2025
66
103,431
PHYS, FBND, CEF, AVLV
13F-HR
5/7/2026
000213342926000001