Trace Wealth Advisors, LLC - Portfolio overview

Trace Wealth Advisors, LLC has 74 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Technology.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 13.17%
2. AVUS - AMERICAN CENTY ETF TR, 12.84%
3. VEA - VANGUARD TAX-MANAGED FDS, 8.31%

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

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