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TRACE WEALTH ADVISORS, LLC
TRACE WEALTH ADVISORS, LLC
Latest filing: 2026-06-30
TRACE WEALTH ADVISORS, LLC runs TRACE WEALTH ADVISORS, LLC and currently holds 69 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $152.83M. Their top holdings are VTI, AVUS, VEA, AVDE, AVUV. The top five represent 50.0% of reported portfolio weight. TRACE WEALTH ADVISORS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, TRACE WEALTH ADVISORS, LLC initiated 1 new position. They added to 17 existing positions. They trimmed 7 positions. Their current best-performing preview position is AMAT with returns of +111.53%.
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69 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VTI VANGUARD INDEX FDS | 14.03% | $292.95 | $378.25 | +29.12% | Added +3.38% |
 AVUS AMERICAN CENTY ETF TR | 13.64% | $97.94 | $130.54 | +33.29% | Added +3.26% |
 VEA VANGUARD TAX-MANAGED FDS | 8.56% | $48.99 | $73.43 | +49.89% | Added +3.82% |
 AVDE AMERICAN CENTY ETF TR | 7.05% | $62.99 | $94.24 | +49.60% | Added +4.40% |
 AVUV AMERICAN CENTY ETF TR | 6.76% | $96.86 | $126.43 | +30.53% | Added +1.89% |
 AVEM AMERICAN CENTY ETF TR | 5.10% | $64.23 | $94.23 | +46.71% | Added +2.50% |
TI TILT FLEXSHARES TR | 4.43% | $215.93 | $284.02 | +31.53% | Held |
 PG PROCTER & GAMBLE CO | 3.93% | $168.06 | $144.69 | -13.91% | Held |
 DFUV DIMENSIONAL ETF TRUST | 3.64% | $40.93 | $57.42 | +40.29% | Held |
 AAPL APPLE INC | 3.34% | $250.85 | $309.35 | +23.32% | Held |
Showing 1-10 of 69