Trace Wealth Advisors, LLC
Trace Wealth Advisors, LLC reported 69 positions worth $152.8M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: VTI (14.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $21.4M | 14.03% | 57,926 | — | — | |
| ▸ 2 | AVUS | SH | $20.8M | 13.64% | 162,744 | — | — | |
| ▸ 3 | VEA | SH | $13.1M | 8.56% | 183,718 | — | — | |
| ▸ 4 | AVDE | SH | $10.8M | 7.05% | 120,786 | — | — | |
| ▸ 5 | AVUV | SH | $10.3M | 6.76% | 82,839 | — | — | |
| ▸ 6 | AVEM | SH | $7.8M | 5.10% | 80,713 | — | — | |
| ▸ 7 | TILT | SH | $6.8M | 4.43% | 24,508 | — | — | |
| ▸ 8 | PG | SH | $6.0M | 3.93% | 40,977 | — | — | |
| ▸ 9 | DFUV | SH | $5.6M | 3.64% | 101,158 | — | — | |
| ▸ 10 | AAPL | SH | $5.1M | 3.34% | 17,647 | — | — |
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Frequently Asked Questions
What stocks does Trace Wealth Advisors, LLC hold as of Q2 2026?
Trace Wealth Advisors, LLC reported 69 positions worth $152.8M in its Q2 2026 13F filing. Largest positions: VTI (14.0%), AVUS (13.6%), VEA (8.6%), AVDE (7.0%) and AVUV (6.8%).
What did Trace Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Trace Wealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.