Trinity Financial Advisors LLC - Portfolio Stock Holdings
Trinity Financial Advisors LLC disclosed 96 stock positions in a recent SEC 13F filing. $387,952,360 of stock holdings were filed, with the largest holdings including SPY, DFIV, and DFAI. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $669,993,827 and has 9 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:
96Est. Stock Holding Value:
$387,952,360Top Stock Holdings By Sector
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Portfolio Stock Holdings - Trinity Financial Advisors LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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