13F Insight
DOSSIER · 13F-HR · Q1 2026

Trace Wealth Advisors, LLC

Trace Wealth's hedge fund based in London, UK — $133M in tracked AUM across 66 positions as of Q1 2026.

TW
Trace Wealth·London, UK·Hedge Fund
CIK 0002055838 · last filed Mar 31, 2026
Total AUM
$133M
▲ 12.6%
vs prior
Holdings
66
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
26% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Trace Wealth Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$18M56K13.5%
02
AVUS
AMERICAN CENTY ETF TR
$18M158K13.1%
03
VEA
VANGUARD TAX-MANAGED FDS
$11M177K8.5%
04
AVDE
AMERICAN CENTY ETF TR
$10M116K7.4%
05
AVUV
AMERICAN CENTY ETF TR
$9M81K6.7%
06
AVEM
AMERICAN CENTY ETF TR
$6M79K4.8%
07
PG
PROCTER & GAMBLE CO
$6M41K4.4%
08
TILT
FLEXSHARES TR
$6M25K4.4%
09
DFUV
DIMENSIONAL ETF TRUST
$5M101K3.7%
10
AAPL
APPLE INC
$4M18K3.4%

Filing history

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