TrustWell Financial Advisors, LLC
All 13F Filings
- Location
- Jacksonville, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 117,852
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 78 | 117,852 | 13F-HR | TrustWell Financial Advisors, LLC |
| Q1 2026 | 5/7/2026 | 70 | 106,308 | 13F-HR | TrustWell Financial Advisors, LLC |
| Q4 2025 | 5/7/2026 | 66 | 103,431 | 13F-HR | TrustWell Financial Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 35.55 K | 30.2% | 1.612 K | 0 | 1.612 K |
| ETFs | 81.45 K | 69.1% | 9.934 K | 0 | 9.934 K |
| Debt | 854 | 0.7% | 0 | 1 | -1 |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
117,852
Holdings
78
QoQ value change ($000)
11,544
(10.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.