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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 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RSP INVESCO EXCHANGE TRADED FD T 1,120.0 $238K 0.16% $212.77 +3.7%
62 XAR SPDR SERIES TRUST 795.0 $226K 0.15% $283.79 -7.8%
63 JPM JPMORGAN CHASE & CO Financial Services 671.0 $220K 0.14% NEW $327.33 +9.3%
64 DTH WISDOMTREE TR 4,000.0 $216K 0.14% $54.11 +7.7%
65 NVDA NVIDIA CORPORATION Technology 1,032.0 $206K 0.14% NEW $200.09 +8.7%
66 GEV GE VERNOVA INC Utilities 174.0 $204K 0.13% NEW $1174.86 -22.4%
67 SANA SANA BIOTECHNOLOGY INC Healthcare 16,000.0 $56K 0.04% $3.49 +12.6%
68 UWMC UWM HOLDINGS CORPORATION Financial Services 22,500.0 $52K 0.03% $2.29 -34.9%
69 SNAP SNAP INC Communication Services 10,000.0 $44K 0.03% NEW $4.44 +22.3%
Page 4 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%