account_balance
Investment manager · 13F filer · SEC CIK 2133429
TrustWell Financial Advisors, LLC
Reported value$118Mas of Sep 30, 2026
Positions74 1 new, 5 sold out
Top 10 weight64.1%FBND alone is 12%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
FBNDFidelity Merrimack STR Tr
12.2%Added +10%
PHYSSprott Physical Gold Trust
8.8%
AVUQAmerican Centy ETF Tr
8.7%Added +5%
AVLVAmerican Centy ETF Tr
8.3%Added +3%
CEFSprott Physical Gold & Silver Trust
6.3%
AVNMAmerican Centy ETF Tr
5.3%Added +13%
REGRegency Centers Corp
4.5%
USFRWisdomtree Tr
3.8%Added +7%
DFAXDimensional ETF Trust
3.6%Trimmed −3%
SCHOSchwab Strategic Tr
2.6%
AVDVAmerican Centy ETF Tr
2.6%
INMUBlackRock ETF Trust II
2.3%+5%
FBNDFidelity Merrimack STR Tr
12.2%Added +10%
PHYSSprott Physical Gold Trust
8.8%
AVUQAmerican Centy ETF Tr
8.7%+5%
AVLVAmerican Centy ETF Tr
8.3%+3%
CEFSprott Physical Gold & Silver Trust
6.3%
AVNMAmerican Centy ETF Tr
5.3%
REGRegency Centers Corp
4.5%
USFRWisdomtree Tr
3.8%
DFAX3.6%
SCHO
AVDV
INMU
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FBND Fidelity Merrimack STR Tr 12.2% Added +10%
PHYS Sprott Physical Gold Trust 8.8% HeldAVUQ American Centy ETF Tr 8.7% Added +5%
AVLV American Centy ETF Tr 8.3% Added +3%
CEF Sprott Physical Gold & Silver Trust 6.3% HeldAVNM American Centy ETF Tr 5.3% Added +13%
REG Regency Centers Corp 4.5% HeldUSFR Wisdomtree Tr 3.8% Added +7%
DFAX Dimensional ETF Trust 3.6% Trimmed −3%
SCHO Schwab Strategic Tr 2.6% Held
AVDV American Centy ETF Tr 2.6% Held
INMU BlackRock ETF Trust II 2.3% Added +5%
What changed
Biggest moves since Jun 30, 2026
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