Trinity Financial Advisors LLC has filed its 13F form on July 03, 2025 for Q2 2025 where it was disclosed a total value porftolio of $322 Million distributed in 91 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 $40.1M, Dimensional ETF Tr with a value of $27.6M, Vanguard Ftse Developed Market with a value of $26.1M, Berkshire Hathaway Inc Class B with a value of $20.4M, and Dimensional ETF Tr U S Equity with a value of $15.8M.
Examining the 13F form we can see an increase of $43M in the current position value, from $279M to 322M.
Below you can find more details about Trinity Financial Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$322 Million
ETFs: $222 Million
Financial Services: $52.7 Million
Technology: $25.8 Million
Consumer Cyclical: $8.6 Million
Industrials: $4.39 Million
Consumer Defensive: $3 Million
Communication Services: $2.69 Million
Energy: $1.45 Million
Other: $2.09 Million
Stock Holdings Table Market Cap. of $200 Billions or more
