Trinity Financial Advisors LLC - Portfolio Stock Holdings
Trinity Financial Advisors LLC disclosed 99 stock positions in a recent SEC 13F filing. $386,849,529 of stock holdings were filed, with the largest holdings including SPY, DFIV, and DFAI. This filing represented positions held on Sept. 30, 2026, and was filed on Oct. 8, 2026.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:
Sept. 30, 2026No. of Stocks:
99Est. Stock Holding Value:
$386,849,529Top 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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