SEC 13F Intelligence

Managers / Q1 2026

Trace Wealth Advisors, LLC

CIK 0002055838 · 2572 BASIL LANE, LOS ANGELES, CA, 90077 · 310-569-4534

Reported Value
$133M
Q1 2026
Positions
66
Filings on Record
6
2019–present window
Filed
May 14, 2026
original filing

Summary

Trace Wealth Advisors, LLC reported $133M in U.S.-listed holdings across 66 positions for Q1 2026.

Its largest position, Vanguard Index Fds, represents 13.5% of the portfolio.

Compared with Q4 2025, the fund opened 5 new positions and exited 9.

Portfolio Metrics

Turnover
+4.5%
vs prior filed quarter
Top-10 Concentration
+69.8%
share of reported value
Largest Position
+13.5%
Vanguard Index Fds
New / Exited
5 / 9
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $112MQ4 ’24Q1 ’25: $112MQ1 ’25Q2 ’25: $122MQ2 ’25Q3 ’25: $134MQ3 ’25Q4 ’25: $138MQ4 ’25Q1 ’26: $133MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 76.4%Common Stock: 22.9%ADR: 0.4%REIT: 0.3%
  • ETP · 76.4% · $102M
  • Common Stock · 22.9% · $31M
  • ADR · 0.4% · $542,370
  • REIT · 0.3% · $367,080

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
FISVFISERV INCNEW+7.8K7.8K+$436,077$436,077
AMATAPPLIED MATLS INCNEW+650650+$222,164$222,164
TAT&T INCNEW+7.4K7.4K+$213,656$213,656
SPDR SERIES TRUSTNEW+795795+$201,914$201,914
SANASANA BIOTECHNOLOGY INCNEW+16.0K16.0K+$46,080$46,080
STATE STR SPDR S&P 500 ETF TADDED+1.9K2.6K+$1M$2M
SCHWAB STRATEGIC TRSOLD OUT46.9K0$1M$0
AVGOBROADCOM INCSOLD OUT1.9K0$648,938$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

33 positions
#IssuerClass% PortfolioValueShares
1AMERICAN CENTY ETF TRUS EQT ETF · INTL EQT ETF · US SML CP VALU · AVANTIS EMGMKT31.97%$43M433.3K
2VTVVANGUARD INDEX FDSTOTAL STK MKT · VALUE ETF · MID CAP ETF14.04%$19M59.3K
3VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT8.50%$11M177.0K
4FLEXSHARES TRMORNSTAR USMKT · MSTAR EMKT FAC · M STAR DEV MKT · MORNSTAR UPSTR · IBOXX 3R TARGT7.56%$10M99.1K
5DFUVDIMENSIONAL ETF TRUSTUS MKTWIDE VALUE · INTERNATNAL VAL · US SMALL CAP ETF7.08%$9M176.5K
6PGPROCTER & GAMBLE COhistory →COM4.44%$6M41.0K
7AAPLAPPLE INChistory →COM3.36%$4M17.6K
8ISHARES TRSELECT DIVID ETF · MSCI EAFE ETF · MSCI USA QLT FCT · CALIF MUN BD ETF · MSCI EMG MKT ETF2.66%$4M36.1K
9COSTCOSTCO WHOLESALE CORPORATIONhistory →COM2.05%$3M2.7K
10VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF · ALLWRLD EX US1.48%$2M32.2K
11CATCATERPILLAR INChistory →COM1.46%$2M2.8K
12QCOMQUALCOMM INChistory →COM1.40%$2M14.5K
13DEDEERE & COhistory →COM1.33%$2M3.2K
14GOOGLALPHABET INCCAP STK CL A · CAP STK CL C1.30%$2M6.0K
15STATE STR SPDR S&P 500 ETF TTR UNIT1.29%$2M2.6K
16VANGUARD SPECIALIZED FUNDSDIV APP ETF0.79%$1M4.9K
17JNJJOHNSON & JOHNSONCOM0.73%$972,3824.0K
18AMZNAMAZON COM INCCOM0.70%$939,2984.5K
19BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.48%$645,4821.3K
20BXBLACKSTONE INCCOM0.46%$609,4475.3K
21MSFTMICROSOFT CORPCOM0.45%$603,7471.6K
22CSCOCISCO SYS INCCOM0.45%$595,1937.7K
23RTXRTX CORPORATIONCOM0.44%$580,6293.0K
24DVNDEVON ENERGY CORP NEWCOM0.38%$513,26410.2K
25SCHWSCHWAB CHARLES CORPCOM0.37%$488,6965.2K
26FISVFISERV INCCOM0.33%$436,0777.8K
27MOALTRIA GROUP INCCOM0.31%$408,9466.2K
28PEPPEPSICO INCCOM0.29%$393,0392.5K
29WMTWALMART INCCOM0.28%$378,3083.0K
30OREALTY INCOME CORPCOM0.28%$367,0806.0K
31BMYBRISTOL-MYERS SQUIBB COCOM0.27%$363,9006.0K
32ABBVABBVIE INCCOM0.26%$347,9841.6K
33DISDISNEY WALT COCOM0.26%$343,3063.6K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$133M66May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$138M70Feb 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$134M68Nov 5, 202513F-HRchanges · EDGAR ↗
Q2 2025$122M57Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$112M57May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$112M56Feb 14, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.