Trellis Wealth Advisors LLC - Portfolio overview

Trellis Wealth Advisors LLC has 51 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Technology.

Largest reported holdings by portfolio allocation

1. DFAX - DIMENSIONAL ETF TRUST, 20.82%
2. DFAC - DIMENSIONAL ETF TRUST, 14.43%
3. VTI - VANGUARD INDEX FDS, 10.27%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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