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Portfolio (Quarterly) Guide ↗

Trace Wealth Advisors, LLC

· CIK 0002055838
13F Portfolio $153M AUM 69 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 9 Added 6 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QCOM QUALCOMM INC Technology 12,493.0 $2.3M 1.51% -2K -13.7% $184.79 -11.1%
2 TLTD FLEXSHARES TR 13,150.0 $1.3M 0.84% -282.0 -2.1% $98.08 +6.7%
3 TDTT FLEXSHARES TR 22,456.0 $537K 0.35% -2K -8.7% $23.91 -1.6%
4 MO ALTRIA GROUP INC Consumer Defensive 5,617.0 $404K 0.26% -580.0 -9.4% $71.94 -4.6%
5 ABBV ABBVIE INC Healthcare 1,575.0 $396K 0.26% -25.0 -1.6% $251.64 +1.5%
6 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 769.0 $367K 0.24% -11.0 -1.4% $477.57 -12.6%

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
Technology 29.0%
Consumer Defensive 27.1%
Industrials 16.2%
Financial Services 10.9%
Healthcare 6.6%
Communication Services 4.4%
Consumer Cyclical 3.0%
Energy 1.2%
Real Estate 1.0%
Utilities 0.6%