13F Filings History of Trace Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$138,417,738
Signature - Title
Peter Heilbron - CHIEF COMPLIANCE OFFICER
Location
Los Angeles, CA
Summary
This page shows a list of all the recent 13F filings made by Trace Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Trace Wealth Advisors, LLC reported 70 stock holdings with total value $138,417,738 as of Q4 2025. Top holdings included VTI, AVUS, VEA, AVDE, and AVUV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 70 $138,417,738 +$3,077,949 -$1,962,520 +$1,115,429 VTI, AVUS, VEA, AVDE, AVUV 13F-HR 12 Feb 2026, 17:13
Q3 2025 68 $133,773,724 +$5,521,384 -$3,338,701 +$2,182,683 VTI, AVUS, VEA, AVDE, AVUV 13F-HR 05 Nov 2025, 14:14
Q2 2025 57 $122,414,887 +$4,697,677 -$2,463,706 +$2,233,971 VTI, AVUS, VEA, AVDE, AVUV 13F-HR 14 Aug 2025, 17:22
Q1 2025 57 $112,203,222 +$4,636,197 -$1,798,758 +$2,837,439 VTI, AVUS, VEA, AVDE, AVUV 13F-HR 15 May 2025, 14:53
Q4 2024 56 $111,582,776 $0 $0 $0 VTI, AVUS, VEA, AVUV, AVDE 13F-HR 14 Feb 2025, 15:44