TRACE WEALTH ADVISORS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PG | 41K | $5.92M |
 | UWMC | 23K | $81.45K |
 | AAPL | 18K | $4.48M |
 | SANA | 16K | $46.08K |
 | QCOM | 14K | $1.86M |
 | PFE | 11K | $308.88K |
 | DVN | 10K | $513.26K |
 | CSCO | 8K | $595.19K |
 | T | 7K | $213.66K |
 | MO | 6K | $408.95K |
 | O | 6K | $367.08K |
 | BMY | 6K | $363.90K |
 | BX | 5K | $609.45K |
 | SCHW | 5K | $488.70K |
 | AMZN | 5K | $939.30K |
 | JNJ | 4K | $972.38K |
 | DIS | 4K | $343.31K |
 | GOOGL | 3K | $941.47K |
 | DE | 3K | $1.78M |
 | WMT | 3K | $378.31K |
The Procter & Gamble Company
PG
Shares Held
41K
Value
$5.92M
UWM Holdings Corporation
UWMC
Shares Held
23K
Value
$81.45K
Apple Inc.
AAPL
Shares Held
18K
Value
$4.48M
Sana Biotechnology, Inc.
SANA
Shares Held
16K
Value
$46.08K
QUALCOMM Incorporated
QCOM
Shares Held
14K
Value
$1.86M
Pfizer Inc.
PFE
Shares Held
11K
Value
$308.88K
Devon Energy Corporation
DVN
Shares Held
10K
Value
$513.26K
Cisco Systems, Inc.
CSCO
Shares Held
8K
Value
$595.19K
AT&T Inc.
T
Shares Held
7K
Value
$213.66K
Altria Group, Inc.
MO
Shares Held
6K
Value
$408.95K
Realty Income Corporation
O
Shares Held
6K
Value
$367.08K
Bristol-Myers Squibb Company
BMY
Shares Held
6K
Value
$363.90K
Blackstone Inc.
BX
Shares Held
5K
Value
$609.45K
The Charles Schwab Corporation
SCHW
Shares Held
5K
Value
$488.70K
Amazon.com, Inc.
AMZN
Shares Held
5K
Value
$939.30K
Johnson & Johnson
JNJ
Shares Held
4K
Value
$972.38K
The Walt Disney Company
DIS
Shares Held
4K
Value
$343.31K
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$941.47K
Deere & Company
DE
Shares Held
3K
Value
$1.78M
Walmart Inc.
WMT
Shares Held
3K
Value
$378.31K