Trifecta Capital Advisors, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $658 Billion distributed in 436 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $49.1B, Nvidia Corp with a value of $44.4B, Microsoft Corp with a value of $36.3B, Apple Inc. with a value of $29.6B, and Amazon Com Inc with a value of $27.8B.
Examining the 13F form we can see an increase of $56.9B in the current position value, from $601B to 658B.
Trifecta Capital Advisors, LLC is based out at Northbrook, IL
Below you can find more details about Trifecta Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$658 Billion
Technology: $210 Billion
ETFs: $162 Billion
Healthcare: $59.2 Billion
Communication Services: $50.9 Billion
Financial Services: $49.5 Billion
Consumer Cyclical: $49 Billion
Industrials: $36.9 Billion
Consumer Defensive: $22.7 Billion
Other: $3.09 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
