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Trellis Wealth Advisors LLC

CIK: 0001989031

San Luis Obispo 1135 santa rosa street suite 310
Zip Code: 93401
LATEST PORTFOLIO VALUE
$245.72 M
+6.95%
09/30/2025
TOTAL ASSETS HELD
$38
1
09/30/2025
LATEST REPORT DATE
2025 Q3
09/30/2025
TOP 10 CONCENTRATION
88.05%

Quarterly Holdings Statistics

Track quarterly portfolio statistics and top holdings changes

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