Trinity Financial Advisors LLC has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $344 Million distributed in 102 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $42M, Dimensional ETF Tr with a value of $30.1M, Vanguard Ftse Developed Market with a value of $27.8M, Berkshire Hathaway Inc Class B with a value of $20.9M, and Dimensional ETF Tr U S Equity with a value of $17.8M.
Examining the 13F form we can see an increase of $21.7M in the current position value, from $322M to 344M.
Below you can find more details about Trinity Financial Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$344 Million
ETFs: $236 Million
Financial Services: $53.5 Million
Technology: $29.9 Million
Consumer Cyclical: $9.28 Million
Industrials: $5 Million
Communication Services: $3.12 Million
Consumer Defensive: $2.93 Million
Healthcare: $2.11 Million
Other: $1.98 Million
Stock Holdings Table Market Cap. of $200 Billions or more
