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 (484 days), 37 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +1.8% · 1 year +1.7% · all +1.7%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V880 · 19.5% · long · since 2025-09-30
- 25434V708 · 14.4% · long · since 2025-09-30
- 922908769 · 10.4% · long · since 2025-09-30
- 025072885 · 8.8% · long · since 2025-09-30
- 025072703 · 7.5% · long · since 2025-09-30
- 921937827 · 6.9% · long · since 2025-09-30
- 921937835 · 5.0% · long · since 2025-09-30
- 92206C409 · 3.7% · long · since 2025-09-30
- 75526L852 · 3.7% · long · since 2025-09-30
- 921909768 · 3.2% · long · since 2025-09-30
- 025072604 · 2.5% · long · since 2025-09-30
- AMZN · 1.5% · long · since 2026-03-31