TrustWell Financial Advisors, LLC
All 13F Filings
- Location
- Jacksonville, FL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 117,717
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/15/2026 | 74 | 117,717 | 13F-HR | TrustWell Financial Advisors, LLC |
| 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 | 36.14 K | 30.7% | 587 | 0 | 587 |
| ETFs | 80.74 K | 68.6% | 0 | 708 | -708 |
| Debt | 843 | 0.7% | 0 | 11 | -11 |
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Fund Snapshot
Q3 2026
Latest filed
10/15/2026
Total value ($000)
117,717
Holdings
74
QoQ value change ($000)
-135
(-0.1%)
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.