Trinity Financial Advisors LLC Incresed Positions in Q4 2025

Trinity Financial Advisors LLC

  • $337 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ORCC
Owl Rock Capital Corp

Financial Services
342K
+ 29.72%
N/A
1.49M $20M
VEA
Vanguard Ftse Developed Market

ETFs
23.2K
+ 4.99%
$59.18 - $62.09 $1.37M - $1.44M
487K $29.9M
ROOT
Root, Inc.

Financial Services
22.3K
+ 228.57%
$72.06 - $91.16 $1.6M - $2.03M
32K $2.62M
DFUS
Dimensional ETF Tr U S Equity

ETFs
21.7K
+ 8.82%
$71.0 - $74.64 $1.54M - $1.62M
268K $19.5M
DFIV
Dimensional ETF Tr

ETFs
9.6K
+ 1.47%
$45.13 - $48.25 $433K - $463K
662K $31.7M
DFAI
Dimensional ETF Tr

ETFs
15.4K
+ 14.69%
$35.82 - $37.52 $552K - $578K
120K $4.46M
XLK
Technology Sector Spdr

ETFs
1.71K
+ 99.94%
$278.39 - $304.13 $475K - $519K
3.41K $982K
DFAE
Dimensional ETF Tr

ETFs
10.3K
+ 6.3%
$30.74 - $33.05 $316K - $339K
173K $5.63M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.23K
+ 20.96%
$79.55 - $80.13 $496K - $499K
36K $2.86M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.14K
+ 1.68%
$23.02 - $24.23 $141K - $149K
371K $8.89M
DFIS
Dimensional ETF Tr Dimensional

ETFs
7.32K
+ 5.87%
$30.89 - $32.15 $226K - $235K
132K $4.15M
IVV
Ishares Core S&P 500 ETF

ETFs
244
+ 9.53%
$656.2 - $690.71 $160K - $169K
2.8K $1.89M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.08K
+ 2.41%
$66.04 - $69.67 $270K - $285K
174K $11.7M
PANW
Palo Alto Networks Inc

Technology
225
+ 7.11%
$204.77 - $221.38 $46.1K - $49.8K
3.39K $695K
VO
Vanguard Mid Cap ETF

ETFs
857
+ 2.99%
$286.27 - $296.23 $245K - $254K
29.5K $8.46M
EFA
Ishares Tr Msci Eafe ETF

ETFs
70
+ 0.31%
$92.24 - $96.56 $6.46K - $6.76K
22.3K $2.13M
INTC
Intel Corp

Technology
579
+ 8.44%
$34.71 - $41.53 $20.1K - $24K
7.44K $258K
VRT
Vertiv Holdings CO

Industrials
290
+ 7.01%
N/A
4.43K $383K
VT
Vanguard Total World Stk Index

ETFs
131
+ 8.74%
$135.16 - $141.78 $17.7K - $18.6K
1.63K $226K
KO
Coca Cola CO

Consumer Defensive
9
+ 0.23%
$66.1 - $71.61 $595 - $644
3.88K $274K
TOST
Toast, Inc.

Technology
632
+ 5.23%
$34.39 - $39.02 $21.7K - $24.7K
12.7K $456K
ITOT
Ishares Core S&P Total U.S. St

ETFs
12
+ 0.33%
$142.79 - $150.05 $1.71K - $1.8K
3.67K $537K
VIG
Vanguard Dividend Appreciation

ETFs
10
+ 0.58%
N/A
1.74K $317K
RYH
Invesco S&P 500 Equal Weight H

ETFs
5
+ 0.07%
N/A
6.83K $0
WMT
Walmart Inc.

Consumer Defensive
10
+ 0.11%
$101.18 - $109.03 $1.01K - $1.09K
8.93K $919K
Seastar Medical Holding Corp
25K
+ 50.0%
N/A
75K $0
Dimensional ETF Trust
396K
+ 1104.56%
N/A
432K $0
Graniteshares ETF Tr
613
+ 25.54%
N/A
3.01K $0
PFE
Pfizer Inc

Healthcare
14
+ 0.14%
$24.23 - $27.37 $339 - $383
10.2K $256K
ABT
Abbott Laboratories

Healthcare
1
+ 0.04%
$123.62 - $134.59 $124 - $135
2.36K $306K
WFC
Wells Fargo & Company

Financial Services
16
+ 0.06%
$77.62 - $87.3 $1.24K - $1.4K
27.3K $2.27M
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.31%
$744.6 - $838.97 $1.49K - $1.68K
651 $504K
NFLX
Netflix Inc

Communication Services
2.43K
+ 901.86%
$110.29 - $1241.35 $268K - $3.01M
2.7K $297K
PIII
P3 Health Partners Inc.

Healthcare
1.98K
+ 7.42%
$7.0 - $9.29 $13.9K - $18.4K
28.7K $209K
META
Meta Platforms, Inc.

Communication Services
31
+ 4.21%
$609.01 - $751.67 $18.9K - $23.3K
768 $468K
JPM
Jpmorgan Chase & CO

Financial Services
397
+ 2.0%
$294.11 - $320.41 $117K - $127K
20.3K $6.09M
HBAN
Huntington Bancshares Inc

Financial Services
1.05K
+ 0.39%
$15.16 - $17.21 $15.9K - $18K
273K $4.29M
Activity Summary
Buys All Purchases 41 New Holdings 3 Increased Positions 38 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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