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Trace Wealth Advisors, LLCETFConcentrated long-term

CIK: 0002055838 | Los Angeles, CA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR60$134.1M2026-10-30SEC ↗
Q2 2026
13F-HR69$152.8M2026-07-28SEC ↗
Q1 2026
13F-HR66$133.4M2026-05-14SEC ↗
Q4 2025
13F-HR70$138.4M2026-02-12SEC ↗
Q3 2025
13F-HR68$133.8M2025-11-05SEC ↗
Q2 2025
13F-HR57$122.4M2025-08-14SEC ↗
Q1 2025
13F-HR57$112.2M2025-05-15SEC ↗
Q4 2024
13F-HR56$111.6M2025-02-14SEC ↗