Trinity Financial Advisors LLC Portfolio Holdings
Trinity Financial Advisors LLC
- $337 Million
- Q4 2025
Trinity Financial Advisors LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $337 Million distributed in 95 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 $40.6M, Dimensional ETF Tr with a value of $31.7M, Vanguard Ftse Developed Market with a value of $29.9M, Berkshire Hathaway Inc Class B with a value of $21.1M, and Owl Rock Capital Corp with a value of $20M.
Examining the 13F form we can see an decrease of $7.14M in the current position value, from $344M to 337M.
Below you can find more details about Trinity Financial Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$337 Million
ETFs: $226 Million
Financial Services: $59 Million
Technology: $28.7 Million
Consumer Cyclical: $8.64 Million
Industrials: $4.89 Million
Communication Services: $3.07 Million
Consumer Defensive: $2.85 Million
Healthcare: $1.7 Million
Other: $1.94 Million