Trinity Financial Advisors LLC Reduced Holdings in Q3 2025

Trinity Financial Advisors LLC

  • $344 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-25.9K
- 13.25%
$48.5 - $50.19 $1.26M - $1.3M
170K $8.49M
XOM
Exxon Mobil Corp

Energy
-3.92K
- 34.13%
$105.83 - $117.22 $415K - $460K
7.57K $853K
VTV
Vanguard Value ETF

ETFs
-2.81K
- 9.56%
$175.51 - $186.57 $493K - $524K
26.6K $4.95M
HBAN
Huntington Bancshares Inc

Financial Services
-15.4K
- 5.36%
$15.87 - $17.88 $244K - $275K
272K $4.69M
META
Meta Platforms, Inc.

Communication Services
-144
- 16.35%
$695.21 - $791.73 $100K - $114K
737 $541K
PG
Procter & Gamble CO

Consumer Defensive
-475
- 14.19%
$150.47 - $161.22 $71.5K - $76.6K
2.87K $441K
PANW
Palo Alto Networks Inc

Technology
-201
- 5.97%
$167.06 - $208.19 $33.6K - $41.8K
3.16K $644K
AMZN
Amazon Com Inc

Consumer Cyclical
-198
- 1.38%
$211.65 - $238.24 $41.9K - $47.2K
14.1K $3.1M
VB
Vanguard Small Cap ETF

ETFs
-502
- 8.7%
$237.58 - $259.17 $119K - $130K
5.27K $1.34M
ORCC
Owl Rock Capital Corp

Financial Services
-684
- 0.06%
N/A
1.15M $15.4M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-82
- 2.19%
$135.0 - $146.02 $11.1K - $12K
3.66K $533K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.31K
- 3.7%
$62.09 - $66.51 $81.2K - $86.9K
34K $2.22M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.21K
- 4.77%
$132.9 - $142.03 $294K - $314K
44.2K $6.22M
NSC
Norfolk Southern Corp

Industrials
-2
- 0.2%
$259.49 - $300.41 $519 - $601
980 $294K
BK
Bank Of New York Mellon Corp

Financial Services
-100
- 3.11%
$90.65 - $109.75 $9.07K - $11K
3.11K $338K
GOOG
Alphabet Inc.

Communication Services
-248
- 4.34%
$175.16 - $255.24 $43.4K - $63.3K
5.46K $1.33M
IBP
Installed Building Products, Inc.

Consumer Cyclical
-450
- 6.52%
$184.09 - $279.47 $82.8K - $126K
6.45K $1.59M
JPM
Jpmorgan Chase & CO

Financial Services
-378
- 1.86%
$282.78 - $316.06 $107K - $119K
19.9K $6.27M
VTI
Vanguard Total Stock Market Et

ETFs
-1.76K
- 3.88%
$303.93 - $329.86 $535K - $580K
43.6K $14.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-359
- 0.86%
$459.11 - $506.91 $165K - $182K
41.6K $20.9M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.52K
- 0.89%
$63.41 - $69.69 $96.4K - $106K
170K $11.6M
NVDA
Nvidia Corp

Technology
-580
- 1.23%
$153.3 - $186.58 $88.9K - $108K
46.4K $8.66M
AAPL
Apple Inc.

Technology
-1.31K
- 3.34%
$202.38 - $256.87 $264K - $335K
37.8K $9.62M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.76K
- 2.72%
$617.65 - $666.84 $1.09M - $1.18M
63.1K $42M
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
Track This Portfolio

Track Trinity Financial Advisors LLC Portfolio

Follow Trinity Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trinity Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trinity Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email