TrustWell Financial Advisors, LLC
TrustWell Financial Advisors, LLC reported 78 positions worth $117.9M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: FBND (11.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | FBND | SH | $13.6M | 11.57% | 299,869 | — | — | |
| ▸ 2 | PHYS | SH | $9.8M | 8.32% | 325,214 | — | — | |
| ▸ 3 | AVLV | SH | $9.6M | 8.15% | 105,354 | — | — | |
| ▸ 4 | AVUQ | SH | $9.6M | 8.11% | 144,823 | — | — | |
| ▸ 5 | CEF | SH | $7.3M | 6.15% | 180,261 | — | — | |
| ▸ 6 | REG | SH | $5.9M | 4.99% | 73,785 | — | — | |
| ▸ 7 | AVNM | SH | $5.5M | 4.66% | 66,661 | — | — | |
| ▸ 8 | DFAX | SH | $4.3M | 3.67% | 117,500 | — | — | |
| ▸ 9 | USFR | SH | $4.1M | 3.52% | 82,364 | — | — | |
| ▸ 10 | SCHO | SH | $3.1M | 2.63% | 128,130 | — | — |
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Frequently Asked Questions
What stocks does TrustWell Financial Advisors, LLC hold as of Q2 2026?
TrustWell Financial Advisors, LLC reported 78 positions worth $117.9M in its Q2 2026 13F filing. Largest positions: FBND (11.6%), PHYS (8.3%), AVLV (8.2%), AVUQ (8.1%) and CEF (6.2%).
What did TrustWell Financial Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did TrustWell Financial 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.