Long-term investor
Trellis Wealth Advisors LLC @trelliswealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001989031).
Record
- Tracked since 2025-06-30 (434 days), 26 trades recorded
- Returns: week n/a · month n/a · 90 days +9.6% · 6 months +12.4% · 1 year +19.7% · all +19.7%
- Max drawdown 0.0% · Sharpe 1.51 · win rate 57% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V880 · 20.2% · long · since 2025-06-30
- 25434V708 · 14.8% · long · since 2025-06-30
- 922908769 · 10.8% · long · since 2025-06-30
- 025072885 · 9.0% · long · since 2025-06-30
- 921937827 · 7.7% · long · since 2025-06-30
- 025072703 · 7.7% · long · since 2025-06-30
- 921937835 · 5.1% · long · since 2025-06-30
- 75526L852 · 3.7% · long · since 2025-06-30
- 921909768 · 3.4% · long · since 2025-06-30
- 92206C409 · 3.3% · long · since 2025-06-30
- 025072604 · 2.7% · long · since 2025-06-30
- AMZN · 1.7% · long · since 2026-03-31
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