Trellis Wealth Advisors LLC - Q12026 Holdings

Trellis Wealth Advisors LLC holds 47 stocks with a total portfolio value of $ 262.77M as of Q12026. In Q12026, Trellis Wealth Advisors LLC added 8 new positions, increased stakes in 17 stocks, reduced 15 holdings, and fully exited 5 positions. The largest holding is Dimensional Etf Trust (DFAX), representing 20.96% of the total portfolio.