TRELLIS WEALTH ADVISORS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BLND | 11K | $39.90K |
 | PLTR | 4K | $774.37K |
 | AAPL | 4K | $1.07M |
 | MSFT | 2K | $1.20M |
 | PG | 2K | $280.41K |
 | BRK-B | 526 | $264.44K |
Blend Labs, Inc.
BLND
Shares Held
11K
Value
$39.90K
Palantir Technologies Inc.
PLTR
Shares Held
4K
Value
$774.37K
Apple Inc.
AAPL
Shares Held
4K
Value
$1.07M
Microsoft Corporation
MSFT
Shares Held
2K
Value
$1.20M
The Procter & Gamble Company
PG
Shares Held
2K
Value
$280.41K
Berkshire Hathaway Inc.
BRK-B
Shares Held
526
Value
$264.44K