Trifecta Capital Advisors, LLC - Portfolio Stock Holdings
Trifecta Capital Advisors, LLC disclosed 508 stock positions in a recent SEC 13F filing. $761,573,576 of stock holdings were filed, with the largest holdings including QQQ, NVDA, and AAPL. This filing represented positions held on June 30, 2026, and was filed on Aug. 3, 2026.We estimate the fund has a total AUM of $927,416,394 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
508Est. Stock Holding Value:
$761,573,576Top Stock Holdings By Sector
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Portfolio Stock Holdings - Trifecta Capital Advisors, LLC
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% of Portfolio
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