TrustWell Financial Advisors, LLC - Portfolio overview

TrustWell Financial Advisors, LLC has 70 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Real Estate.

Largest reported holdings by portfolio allocation

1. FBND - FIDELITY MERRIMACK STR TR, 11.94%
2. PHYS - SPROTT ASSET MANAGEMENT LP, 10.97%
3. AVLV - AMERICAN CENTY ETF TR, 8.85%

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

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