# EDGAR Filing Document

**Accession Number:** 0001989031
**File Stem:** 0001172661-26-001493
**Filing Date:** 2026-4
**Character Count:** 8700
**Document Hash:** ad6c75aea8bcff53577e3bd18d2e6d52
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-26-001493.hdr.sgml**: 20260415

**ACCESSION NUMBER**: 0001172661-26-001493

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260415

**DATE AS OF CHANGE**: 20260415

**EFFECTIVENESS DATE**: 20260415

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Trellis Wealth Advisors LLC
- **CENTRAL INDEX KEY:** 0001989031

**ORGANIZATION NAME:**
- **EIN:** 272665883
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23337
- **FILM NUMBER:** 26863234

**BUSINESS ADDRESS:**
- **STREET 1:** 1135 SANTA ROSA STREET
- **STREET 2:** SUITE 310
- **CITY:** SAN LUIS OBISPO
- **STATE:** CA
- **ZIP:** 93401
- **BUSINESS PHONE:** 805-548-8920

**MAIL ADDRESS:**
- **STREET 1:** 1135 SANTA ROSA STREET
- **STREET 2:** SUITE 310
- **CITY:** SAN LUIS OBISPO
- **STATE:** CA
- **ZIP:** 93401

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Trellis Wealth Advisors LLC<br>**Address:** 1135 Santa Rosa Street<br>Suite 310<br>San Luis Obispo, CA 93401

**Form 13F File Number:** 028-23337

**CRD Number (if applicable):** 000154861

**SEC File Number (if applicable):** 801-80089

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Carrie Miller<br>**Title:** Partner<br>**Phone:** 805-548-8925

**Signature, Place, and Date of Signing:**

/s/ Carrie Miller  San Luis Obispo, CA  04-15-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 47

**Form 13F Information Table Value Total:** $262769130

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALLBIRDS INC | CL A NEW | 01675A208 |  | 32168 | 10687 | SH |  | SOLE |  | 10687 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 390178 | 1360 | SH |  | SOLE |  | 1360 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 339321 | 1180 | SH |  | SOLE |  | 1180 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 4318479 | 20735 | SH |  | SOLE |  | 20735 | 0 | 0 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 432295 | 3913 | SH |  | SOLE |  | 3913 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | 025072315 |  | 569147 | 8550 | SH |  | SOLE |  | 8550 | 0 | 0 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 |  | 22874893 | 205746 | SH |  | SOLE |  | 205746 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | 025072299 |  | 1837152 | 24945 | SH |  | SOLE |  | 24945 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 6454681 | 80103 | SH |  | SOLE |  | 80103 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | 025072281 |  | 2358873 | 31909 | SH |  | SOLE |  | 31909 | 0 | 0 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 21039541 | 247991 | SH |  | SOLE |  | 247991 | 0 | 0 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 218106 | 2184 | SH |  | SOLE |  | 2184 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 687212 | 2708 | SH |  | SOLE |  | 2708 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 534308 | 1115 | SH |  | SOLE |  | 1115 | 0 | 0 |
| BLEND LABS INC | CL A | 09352U108 |  | 18585 | 10932 | SH |  | SOLE |  | 10932 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 |  | 1603775 | 39031 | SH |  | SOLE |  | 39031 | 0 | 0 |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | 25434V682 |  | 545359 | 12871 | SH |  | SOLE |  | 12871 | 0 | 0 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 55074611 | 1621272 | SH |  | SOLE |  | 1621272 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 38187723 | 982700 | SH |  | SOLE |  | 982700 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 |  | 1650795 | 38934 | SH |  | SOLE |  | 38934 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 260259 | 1534 | SH |  | SOLE |  | 1534 | 0 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 200532 | 2875 | SH |  | SOLE |  | 2875 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 978170 | 2642 | SH |  | SOLE |  | 2642 | 0 | 0 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 |  | 382149 | 3683 | SH |  | SOLE |  | 3683 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 614944 | 3526 | SH |  | SOLE |  | 3526 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 620959 | 4245 | SH |  | SOLE |  | 4245 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 748498 | 4820 | SH |  | SOLE |  | 4820 | 0 | 0 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 336401 | 2329 | SH |  | SOLE |  | 2329 | 0 | 0 |
| RBB FUND TRUST | LONGVIEW ADVANTG | 75526L852 |  | 9698785 | 167622 | SH |  | SOLE |  | 167622 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 875043 | 34128 | SH |  | SOLE |  | 34128 | 0 | 0 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 506466 | 17416 | SH |  | SOLE |  | 17416 | 0 | 0 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 21020301 | 268082 | SH |  | SOLE |  | 268082 | 0 | 0 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 14423846 | 195870 | SH |  | SOLE |  | 195870 | 0 | 0 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 1243629 | 25882 | SH |  | SOLE |  | 25882 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1827113 | 3058 | SH |  | SOLE |  | 3058 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 210503 | 733 | SH |  | SOLE |  | 733 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 27174610 | 84706 | SH |  | SOLE |  | 84706 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 1442238 | 10427 | SH |  | SOLE |  | 10427 | 0 | 0 |
| VANGUARD MALVERN FDS | CORE BD ETF | 922020748 |  | 1275722 | 16486 | SH |  | SOLE |  | 16486 | 0 | 0 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 498248 | 9987 | SH |  | SOLE |  | 9987 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 8141430 | 102705 | SH |  | SOLE |  | 102705 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 92206C664 |  | 507963 | 5071 | SH |  | SOLE |  | 5071 | 0 | 0 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 8966372 | 116280 | SH |  | SOLE |  | 116280 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 558458 | 8715 | SH |  | SOLE |  | 8715 | 0 | 0 |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | 921935870 |  | 301806 | 2984 | SH |  | SOLE |  | 2984 | 0 | 0 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 476523 | 3218 | SH |  | SOLE |  | 3218 | 0 | 0 |
| YUM BRANDS INC | COM | 988498101 |  | 310960 | 2000 | SH |  | SOLE |  | 2000 | 0 | 0 |

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