Trinity Financial Advisors LLC has filed its 13F form on May 19, 2025 for Q1 2025 where it was disclosed a total value porftolio of $279 Million distributed in 88 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $36.3M, Dimensional ETF Tr with a value of $25M, Vanguard Ftse Developed Market with a value of $22.5M, Berkshire Hathaway Inc Class B with a value of $22.3M, and Dimensional ETF Tr U S Equity with a value of $15.4M.
Examining the 13F form we can see an decrease of $411M in the current position value, from $691M to 279M.
Below you can find more details about Trinity Financial Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$279 Million
ETFs: $199 Million
Financial Services: $47.9 Million
Technology: $15.5 Million
Industrials: $3.97 Million
Consumer Defensive: $3.51 Million
Consumer Cyclical: $3.38 Million
Communication Services: $2.53 Million
Energy: $1.61 Million
Other: $2.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more
