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Portfolio (Quarterly) Guide ↗

Trace Wealth Advisors, LLC

· CIK 0002055838
13F Portfolio $133M AUM 66 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 11 Added 16 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PG PROCTER & GAMBLE CO Consumer Defensive 40,977.0 $5.9M 4.44% +265.0 +0.7% $144.44 -1.4%
2 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,650.0 $1.7M 1.29% +2K +241.9% $650.34 +14.2%
3 EFA ISHARES TR 8,765.0 $851K 0.64% +4K +87.9% $97.13 +7.3%
4 GUNR FLEXSHARES TR 12,114.0 $668K 0.50% +1K +11.8% $55.16 -1.2%
5 BERKSHIRE HATHAWAY INC DEL 1,347.0 $645K 0.48% +17.0 +1.3% $479.20
6 BX BLACKSTONE INC Financial Services 5,300.0 $609K 0.46% +3K +92.7% $114.99 +3.1%
7 TDTT FLEXSHARES TR 24,607.0 $596K 0.45% +3K +15.9% $24.24 -0.1%
8 MO ALTRIA GROUP INC Consumer Defensive 6,197.0 $409K 0.31% +56.0 +0.9% $65.99 +11.7%
9 EEM ISHARES TR 6,675.0 $379K 0.28% +3K +74.5% $56.79 +16.3%
10 WMT WALMART INC Consumer Defensive 3,044.0 $378K 0.28% +44.0 +1.5% $124.28 +5.3%
11 PLTR PALANTIR TECHNOLOGIES INC Technology 1,534.0 $224K 0.17% +14.0 +0.9% $146.28 -6.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Defensive 30.2%
Technology 26.7%
Industrials 13.2%
Financial Services 9.5%
Healthcare 7.8%
Communication Services 7.0%
Consumer Cyclical 2.9%
Energy 1.6%
Real Estate 1.1%