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Value $
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$112M
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Signature - Title
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Peter Heilbron - CHIEF COMPLIANCE OFFICER
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Location
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Los Angeles, CA
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Summary
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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 56 stock holdings with total value $112M as of Q4 2024. Top holdings included VTI, AVUS, VEA, AVUV, and AVDE.