TRELLIS WEALTH ADVISORS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMZN | 21K | $4.32M |
 | BLND | 11K | $18.59K |
 | PEP | 5K | $748.50K |
 | PLTR | 4K | $620.96K |
 | NBIS | 4K | $382.15K |
 | NVDA | 4K | $614.94K |
 | AAPL | 3K | $687.21K |
 | MSFT | 3K | $978.17K |
 | PG | 2K | $336.40K |
 | YUM | 2K | $310.96K |
 | XOM | 2K | $260.26K |
 | GOOG | 1K | $390.18K |
 | GOOGL | 1K | $339.32K |
 | BRK-B | 1K | $534.31K |
Amazon.com, Inc.
AMZN
Shares Held
21K
Value
$4.32M
Blend Labs, Inc.
BLND
Shares Held
11K
Value
$18.59K
PepsiCo, Inc.
PEP
Shares Held
5K
Value
$748.50K
Palantir Technologies Inc.
PLTR
Shares Held
4K
Value
$620.96K
Nebius Group N.V.
NBIS
Shares Held
4K
Value
$382.15K
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$614.94K
Apple Inc.
AAPL
Shares Held
3K
Value
$687.21K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$978.17K
The Procter & Gamble Company
PG
Shares Held
2K
Value
$336.40K
Yum! Brands, Inc.
YUM
Shares Held
2K
Value
$310.96K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$260.26K
Alphabet Inc.
GOOG
Shares Held
1K
Value
$390.18K
Alphabet Inc.
GOOGL
Shares Held
1K
Value
$339.32K
Berkshire Hathaway Inc.
BRK-B
Shares Held
1K
Value
$534.31K