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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
Page 1 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 57,926.0 $21.4M 14.03% +2K +3.4% $370.04 +2.5%
2 AVUS AMERICAN CENTY ETF TR 162,744.0 $20.8M 13.64% +5K +3.3% $128.08 +1.9%
3 VEA VANGUARD TAX-MANAGED FDS 183,718.0 $13.1M 8.56% +7K +3.8% $71.25 +2.5%
4 AVDE AMERICAN CENTY ETF TR 120,786.0 $10.8M 7.05% +5K +4.4% $89.20 +5.2%
5 AVUV AMERICAN CENTY ETF TR 82,839.0 $10.3M 6.76% +2K +1.9% $124.76 +0.6%
6 AVEM AMERICAN CENTY ETF TR 80,713.0 $7.8M 5.10% +2K +2.5% $96.49 -1.8%
7 TILT FLEXSHARES TR 24,508.0 $6.8M 4.43% $276.07 +2.9%
8 PG PROCTER & GAMBLE CO Consumer Defensive 40,977.0 $6.0M 3.93% $146.64 -2.0%
9 DFUV DIMENSIONAL ETF TRUST 101,158.0 $5.6M 3.64% $55.01 +4.0%
10 AAPL APPLE INC Technology 17,647.0 $5.1M 3.34% $289.36 +10.5%
11 CAT CATERPILLAR INC Industrials 2,757.0 $2.9M 1.92% $1064.90 -24.9%
12 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,748.0 $2.6M 1.68% $935.47 +1.1%
13 DFAS DIMENSIONAL ETF TRUST 30,929.0 $2.5M 1.67% $82.34 -0.3%
14 DFIV DIMENSIONAL ETF TRUST 44,424.0 $2.4M 1.57% $54.02 +7.3%
15 QCOM QUALCOMM INC Technology 12,493.0 $2.3M 1.51% -2K -13.7% $184.79 -11.1%
16 DE DEERE & CO Industrials 3,160.0 $2.0M 1.31% $634.33 -0.6%
17 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,650.0 $2.0M 1.29% $746.77 +3.0%
18 TLTE FLEXSHARES TR 24,403.0 $1.9M 1.24% $77.39 -0.5%
19 TLTD FLEXSHARES TR 13,150.0 $1.3M 0.84% -282.0 -2.1% $98.08 +6.7%
20 VWO VANGUARD INTL EQUITY INDEX F 21,245.0 $1.3M 0.83% +175.0 +0.8% $59.69 +1.8%
Page 1 of 4  ·  69 positions

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%