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Portfolio (Quarterly) Guide ↗

Trellis Wealth Advisors LLC

· CIK 0001989031
13F Portfolio $291.3B AUM 49 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Holdings data not yet loaded for this period.
Run: venv/bin/python scripts/fetch_13f_holdings.py --cik 0001989031