Trinity Financial Advisors LLC Incresed Positions in Q3 2025

Trinity Financial Advisors LLC

  • $344 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
8.54K
+ 1.33%
$42.66 - $46.53 $364K - $397K
652K $30.1M
DFUS
Dimensional ETF Tr U S Equity

ETFs
9.47K
+ 4.01%
$67.01 - $72.84 $635K - $690K
246K $17.8M
VEA
Vanguard Ftse Developed Market

ETFs
5.87K
+ 1.28%
$56.02 - $60.3 $329K - $354K
464K $27.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
688
+ 3.37%
$567.77 - $614.76 $391K - $423K
21.1K $12.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14.3K
+ 4.09%
$21.69 - $23.34 $311K - $335K
365K $8.5M
AVGO
Broadcom Inc.

Technology
160
+ 1.42%
$264.74 - $369.57 $42.4K - $59.1K
11.4K $3.77M
DFAI
Dimensional ETF Tr

ETFs
12.8K
+ 13.85%
$34.05 - $36.55 $435K - $466K
105K $3.81M
DFAE
Dimensional ETF Tr

ETFs
6.23K
+ 3.97%
$28.84 - $31.84 $180K - $198K
163K $5.14M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.57K
+ 1.61%
$26.38 - $27.95 $200K - $212K
477K $13M
VO
Vanguard Mid Cap ETF

ETFs
26
+ 0.09%
$279.83 - $293.74 $7.28K - $7.64K
28.6K $8.41M
GOOGL
Alphabet Inc.

Communication Services
50
+ 1.32%
$174.36 - $254.72 $8.72K - $12.7K
3.83K $931K
VUG
Vanguard Growth ETF

ETFs
30
+ 0.49%
$433.97 - $484.08 $13K - $14.5K
6.11K $2.93M
WFC
Wells Fargo & Company

Financial Services
1.86K
+ 7.34%
$77.05 - $85.16 $143K - $159K
27.2K $2.28M
MSFT
Microsoft Corp

Technology
213
+ 4.92%
$491.09 - $535.64 $105K - $114K
4.54K $2.35M
HD
Home Depot, Inc.

Consumer Cyclical
111
+ 4.3%
$357.4 - $423.42 $39.7K - $47K
2.69K $1.09M
IVV
Ishares Core S&P 500 ETF

ETFs
6
+ 0.24%
$620.67 - $670.08 $3.72K - $4.02K
2.56K $1.71M
PIII
P3 Health Partners Inc.

Healthcare
1.18K
+ 4.62%
$6.1 - $10.19 $7.19K - $12K
26.7K $253K
JNJ
Johnson & Johnson

Healthcare
6
+ 0.24%
$155.17 - $185.42 $931 - $1.11K
2.54K $471K
QQQ
Invesco Qqq Trust, Series 1

ETFs
69
+ 8.19%
$546.99 - $602.2 $37.7K - $41.6K
911 $546K
ASML
Asml Holding Nv

Technology
9
+ 2.05%
$689.63 - $968.09 $6.21K - $8.71K
447 $432K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
752
+ 2.6%
$78.96 - $80.04 $59.4K - $60.2K
29.7K $2.38M
NEE
Nextera Energy Inc

Utilities
637
+ 19.91%
$69.77 - $77.54 $44.4K - $49.4K
3.84K $289K
HIG
Hartford Financial Services Group, Inc.

Financial Services
371
+ 19.53%
$119.73 - $134.7 $44.4K - $50K
2.27K $302K
GS
Goldman Sachs Group Inc

Financial Services
3
+ 0.46%
$696.56 - $806.32 $2.09K - $2.42K
649 $516K
PEP
Pepsico Inc

Consumer Defensive
250
+ 9.92%
$133.81 - $152.16 $33.5K - $38K
2.77K $389K
CVX
Chevron Corp

Energy
242
+ 16.33%
$145.57 - $161.83 $35.2K - $39.2K
1.72K $267K
ABT
Abbott Laboratories

Healthcare
291
+ 14.09%
$120.51 - $136.62 $35.1K - $39.8K
2.36K $315K
UNP
Union Pacific Corp

Industrials
49
+ 2.15%
$214.91 - $237.16 $10.5K - $11.6K
2.32K $549K
VDE
Vanguard Energy ETF

ETFs
15
+ 0.36%
$118.37 - $129.65 $1.78K - $1.94K
4.14K $516K
SO
Southern CO

Utilities
17
+ 0.28%
$90.83 - $96.0 $1.54K - $1.63K
6.05K $573K
PFE
Pfizer Inc

Healthcare
14
+ 0.14%
$23.29 - $25.88 $326 - $362
10.2K $260K
VIG
Vanguard Dividend Appreciation

ETFs
3
+ 0.17%
N/A
1.73K $315K
Dimensional ETF Trust
506
+ 1.43%
N/A
35.9K $0
VRT
Vertiv Holdings CO

Industrials
1
+ 0.02%
N/A
4.14K $358K
Seastar Medical Holding Corp
35K
+ 233.33%
N/A
50K $0
KO
Coca Cola CO

Consumer Defensive
4
+ 0.1%
$65.67 - $71.67 $263 - $287
3.87K $256K
BRO
Brown & Brown, Inc.

Financial Services
1
+ 0.04%
$90.88 - $108.93 $90.9 - $109
2.28K $213K
TOST
Toast, Inc.

Technology
296
+ 2.51%
$36.51 - $49.3 $10.8K - $14.6K
12.1K $441K
ROOT
Root, Inc.

Financial Services
8
+ 0.08%
$86.76 - $131.32 $694 - $1.05K
9.74K $871K
Activity Summary
Buys All Purchases 52 New Holdings 12 Increased Positions 40 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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