Institutions / Trinity Financial Advisors LLC

Trinity Financial Advisors LLC

CIK 1809574 · Institution · as of Dec 31, 2025

Portfolio value

$357.57M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 95 →

Company	Class	Value	Shares	% of portfolio
SPDR S&P 500 ETF Tr	—	$41.72M	61,007	11.7%
Dimensional ETF Trust	—	$33.02M	661,650	9.2%
Vanguard Tax-Managed Intl Fd	—	$30.43M	487,192	8.5%
Warren E. Buffett	—	$20.79M	41,367	5.8%
Dimensional ETF Trust	—	$19.84M	267,506	5.5%
Blue Owl Capital CorpOBDC	Common Stock	$19.10M	1,491,966	5.3%
Dimensional ETF Trust	—	$14.79M	432,317	4.1%
Vanguard Index Fds	—	$14.10M	42,058	3.9%
Vanguard Index Fds	—	$13.39M	21,356	3.7%
Dimensional ETF Trust	—	$12.11M	173,752	3.4%
Apple Inc.	—	$10.09M	37,132	2.8%
Schwab Strategic Tr	—	$8.93M	371,298	2.5%
NVIDIA Corp	—	$8.62M	46,239	2.4%
Vanguard Index Fds	—	$8.56M	29,499	2.4%
Vanguard Mun Bd Fds	—	$6.76M	134,451	1.9%
JPMorgan Chase & Co	—	$6.54M	20,289	1.8%
Vanguard Whitehall Fds	—	$5.85M	40,781	1.6%
Dimensional ETF Trust	—	$5.64M	173,319	1.6%
Huntington Bancshares Inc /Md	—	$4.77M	272,568	1.3%
Dimensional Intern Core Eqt Mkt ETF	—	$4.58M	120,283	1.3%
Vanguard Index Fds	—	$4.43M	23,216	1.2%
Dimensional ETF Trust	—	$4.35M	132,128	1.2%
Broadcom Inc.	—	$3.86M	11,152	1.1%
Amazon.com Inc	—	$3.06M	13,242	0.9%
Vanguard Index Fds	—	$2.98M	6,101	0.8%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.