Trellis Wealth Advisors LLC
All 13F Filings
Location
San Luis Obispo, CA
CIK
0001989031
All SEC filings
View on sec.gov
Filing ID
Report Period
Holdings
Value ($000)
Form Type
Date Filed
Name
000117266126001493
Q1 2026
47
262,769,130
13F-HR
4/15/2026
Trellis Wealth Advisors LLC