TrustWell Financial Advisors, LLC
All 13F Filings
- Location
- Jacksonville, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 106,308
- 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 |
|---|---|---|---|---|---|
| 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 | 33.94 K | 31.9% | 0 | 1.899 K | -1.899 K |
| ETFs | 71.51 K | 67.3% | 4.778 K | 0 | 4.778 K |
| Debt | 855 | 0.8% | 0 | 3 | -3 |
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Fund Snapshot
Q1 2026
Latest filed
5/7/2026
Total value ($000)
106,308
Holdings
70
QoQ value change ($000)
2,877
(2.8%)
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.