TrustWell Financial Advisors, LLC
TrustWell Financial Advisors, LLC reported 78 holdings worth US$118M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
TrustWell Financial Advisors, LLC reported 78 holdings worth US$118M as of Jun 30, 2026. Largest: Regency Centers Corporation, Berkshire Hathaway Inc. and Caterpillar, Inc. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 78
- Value as reported
- US$118M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Regency Centers Corporation | 73,785 | US$5.88M | 5.0% |
| Berkshire Hathaway Inc. | 2,821 | US$1.41M | 1.2% |
| Caterpillar, Inc. | 593 | US$631K | 0.54% |
| Csx Corporation | 12,937 | US$615K | 0.52% |
| Apple Inc | 1,856 | US$537K | 0.46% |
| Home Depot, Inc. (the) | 1,453 | US$513K | 0.43% |
| Microsoft Corp. | 1,073 | US$400K | 0.34% |
| Wheaton Precious Metals Corp | 3,106 | US$349K | 0.30% |
| Agnico Eagle Mines Limited | 2,045 | US$317K | 0.27% |
| Walmart Inc. | 2,791 | US$316K | 0.27% |
| Johnson & Johnson | 1,110 | US$282K | 0.24% |
| Eli Lilly And Company | 205 | US$246K | 0.21% |
| Deere & Company | 372 | US$236K | 0.20% |
| Chevron Corporation | 1,310 | US$217K | 0.18% |
| Treace Medical Concepts, Inc. | 11,725 | US$46,666 | 0.04% |
| Occidental Petroleum Corporation | 0 | US$0 | 0.00% |