Trellis Wealth Advisors LLC reported 47 holdings worth US$263M as of Mar 31, 2026 (Form 13F)
As of Mar 31, 2026 · Filed Apr 15, 2026
Trellis Wealth Advisors LLC reported 47 holdings worth US$263M as of Mar 31, 2026. Filed Apr 15, 2026 (Form 13F).
- Holdings
- 47
- Value as reported
- US$263M