Trace Wealth Advisors, LLC: 13F holdings
CIK 20558382026Q2
| Positions | 69 |
|---|
| Reported value | $152.8m |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 69 (+3 vs prior quarter) |
|---|
| Reported value | $152.8m (+14.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 57,926 | $21.4m | 14.0% |
| AVUS AMERICAN CENTY ETF TR | 162,744 | $20.8m | 13.6% |
| VEA VANGUARD TAX-MANAGED FDS | 183,718 | $13.1m | 8.6% |
| AVDE AMERICAN CENTY ETF TR | 120,786 | $10.8m | 7.0% |
| AVUV AMERICAN CENTY ETF TR | 82,839 | $10.3m | 6.8% |
| AVEM AMERICAN CENTY ETF TR | 80,713 | $7.8m | 5.1% |
| TILT FLEXSHARES TR | 24,508 | $6.8m | 4.4% |
| PG PROCTER & GAMBLE CO | 40,977 | $6.0m | 3.9% |
| YM=F DIMENSIONAL ETF TRUST | 101,158 | $5.6m | 3.6% |
| AAPL APPLE INC | 17,647 | $5.1m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2055838")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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