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

Trellis Wealth Advisors LLC

Trellis Wealth's asset manager based in London, UK — $263M in tracked AUM across 47 positions as of Q1 2026.

TW
Trellis Wealth·London, UK·Asset Manager
CIK 0001989031 · last filed Mar 31, 2026
Total AUM
$263M
▼ 6.6%
vs prior
Holdings
47
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
Top sector
Tech
27% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Trellis 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
DFAX
DIMENSIONAL ETF TRUST
$55M1.6M21.0%
02
DFAC
DIMENSIONAL ETF TRUST
$38M983K14.5%
03
VTI
VANGUARD INDEX FDS
$27M85K10.3%
04
AVUS
AMERICAN CENTY ETF TR
$23M206K8.7%
05
AVDE
AMERICAN CENTY ETF TR
$21M248K8.0%
06
BSV
VANGUARD BD INDEX FDS
$21M268K8.0%
07
BND
VANGUARD BD INDEX FDS
$14M196K5.5%
08
EBI
RBB FUND TRUST
$10M168K3.7%
09
VXUS
VANGUARD STAR FDS
$9M116K3.4%
10
VCSH
VANGUARD SCOTTSDALE FDS
$8M103K3.1%

Filing history

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