TrustWell Financial Advisors, LLCETFConcentrated trader

CIK: 0002133429 | Jacksonville, FL

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	74	$117.7M	2026-10-15	SEC ↗
Q2 2026	13F-HR	78	$117.9M	2026-07-22	SEC ↗
Q1 2026	13F-HR	70	$106.3M	2026-05-07	SEC ↗
Q4 2025	13F-HR	66	$103.4M	2026-05-07	SEC ↗