Filer · Institutional
Trace Wealth Advisors,LLC
CIK 0002055838TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 6
Q1 202613F-HR
0001172661-26-001853 · filed 2026-05-14
66
positions
Q4 202513F-HR
0001172661-26-000702 · filed 2026-02-12
70
positions
Q3 202513F-HR
0001172661-25-004589 · filed 2025-11-05
68
positions
Q2 202513F-HR
0001172661-25-003538 · filed 2025-08-14
57
positions
Q1 202513F-HR
0001172661-25-002188 · filed 2025-05-15
57
positions
Q4 202413F-HR
0001172661-25-001111 · filed 2025-02-14
56
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.