TRELLIS WEALTH ADVISORS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BLND | 11K | $33.23K |
 | SOFI | 9K | $222.53K |
 | PEP | 6K | $789.36K |
 | PLTR | 4K | $754.55K |
 | AAPL | 4K | $1.13M |
 | PG | 2K | $333.20K |
 | MSFT | 2K | $1.12M |
 | YUM | 2K | $302.56K |
 | NVDA | 2K | $373.01K |
 | GOOG | 1K | $345.18K |
 | GOOGL | 960 | $300.48K |
 | BRK-B | 826 | $415.19K |
Blend Labs, Inc.
BLND
Shares Held
11K
Value
$33.23K
SoFi Technologies, Inc.
SOFI
Shares Held
9K
Value
$222.53K
PepsiCo, Inc.
PEP
Shares Held
6K
Value
$789.36K
Palantir Technologies Inc.
PLTR
Shares Held
4K
Value
$754.55K
Apple Inc.
AAPL
Shares Held
4K
Value
$1.13M
The Procter & Gamble Company
PG
Shares Held
2K
Value
$333.20K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$1.12M
Yum! Brands, Inc.
YUM
Shares Held
2K
Value
$302.56K
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$373.01K
Alphabet Inc.
GOOG
Shares Held
1K
Value
$345.18K
Alphabet Inc.
GOOGL
Shares Held
960
Value
$300.48K
Berkshire Hathaway Inc.
BRK-B
Shares Held
826
Value
$415.19K