Viewing historical filing for 2025Q4. View latest →
DOSSIER · 13F-HR · Q1 2026

Trace Wealth Advisors, LLC

$133M in tracked AUM across 66 positions as of Q1 2026.

TW
CIK 0002055838 · last filed Mar 31, 2026
Total AUM
$133M
as of Q1 2026
Holdings
66
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…