Trellis Wealth Advisors LLC
Top Portfolio Positions
13 positions ·
$9,647,956 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
20,735 | $4,318,478 | 44.76% |
| MSFT |
Microsoft Corp
Technology
|
2,642 | $977,989 | 10.14% |
| PEP |
Pepsico Inc
Consumer Defensive
|
4,820 | $748,497 | 7.76% |
| AAPL |
Apple Inc.
Technology
|
2,708 | $687,263 | 7.12% |
| PLTR |
Palantir Technologies Inc.
Technology
|
4,245 | $620,958 | 6.44% |
| NVDA |
Nvidia Corp
Technology
|
3,526 | $614,934 | 6.37% |
| NBIS |
Nebius Group N.V.
Communication Services
|
3,683 | $382,148 | 3.96% |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,180 | $339,320 | 3.52% |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
2,329 | $336,400 | 3.49% |
| YUM |
Yum Brands Inc
Consumer Cyclical
|
2,000 | $310,960 | 3.22% |
Holdings in BIRD
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,167 | 10,687 | Shares | Sole | 2026-04-15 | |
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