Trellis Wealth Advisors LLC - Q42025 Holdings

Trellis Wealth Advisors LLC holds 44 stocks with a total portfolio value of $ 255.7M as of Q42025. In Q42025, Trellis Wealth Advisors LLC added 6 new positions, increased stakes in 17 stocks, reduced 11 holdings, and fully exited 0 positions. The largest holding is Dimensional Etf Trust (DFAX), representing 20.35% of the total portfolio.