Trace Wealth Advisors, LLC has disclosed its latest investment holdings in a recent filing, revealing a total value of approximately $134 million as of September 30, 2026. This update is significant for the company as it reflects its strategic positioning in the investment advisory sector.

The firm, based in Los Angeles, California, is classified under the SEC's other entity type. The recent filing highlights the company's investment strategy and may influence investor perceptions of its competitive standing in the financial services industry.

Background

Trace Wealth Advisors, LLC, incorporated in California, operates in the investment advisory space. The firm has filed several reports with the SEC, including its most recent 13F-HR filing on October 30, 2026, which details its holdings as of the end of September 2026. The firm’s address is 2572 Basil Lane, Los Angeles, CA 90077.

What the Filing Says

The filing indicates that Trace Wealth Advisors holds a total of 60 positions with a combined value of $134,114,486. Notable investments include:

"The filing includes significant positions in major companies like Apple Inc., Amazon.com Inc., and Pfizer Inc., showcasing a diverse investment strategy."

Impact

This disclosure may impact various stakeholders, including clients, investors, and competitors within the financial services industry. The diverse portfolio reflects the firm's approach to managing client assets and may influence how potential clients view Trace Wealth Advisors in comparison to its competitors.

What's Next

The filing does not say what happens next.