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Trinity Financial Advisors LLC
CIK:0001809574
Investment Adviser
$346M AUM
102 holdings
Columbus, OH, USA
Trinity Financial Advisors provides fee-only financial planning and investment advisory services to help clients achieve their financial goals.
Latest 13F Filing Activity
Trinity Financial Advisors LLC filed their most recent 13F report on Sep 30, 2025 disclosing 100 equity positions with a total 13F market value of $346M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, SPDR S&P 500 Etf TR among other positions. Trinity Financial Advisors LLC reduced exposure to Blue Owl Capital Corporation, Vanguard Mun BD FDS, Fiserv Inc. among others.
Top Buys
Top Holdings
Equity Positions (100)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 12.17% | $42.1M | 63,073 | $402.31 | $666.18 | +$2.0M |
D DFIV | DIMENSIONAL ETF TRUST | 8.68% | $30.1M | 652,048 | $33.43 | $46.12 | +$2.5M |
V VEA | VANGUARD TAX-MANAGED INTL FD | 8.03% | $27.8M | 464,035 | $50.39 | $59.92 | +$1.7M |
| BERKSHIRE HATHAWAY INC DEL | 6.03% | $20.9M | 41,553 | $288.79 | $502.74 | +$530.8K | |
D DFUS | DIMENSIONAL ETF TRUST | 5.14% | $17.8M | 245,830 | $62.70 | $72.44 | +$2.0M |
Industry Allocation
FIRE, MARINE & CASUALTY INSURANCE
+6.1%
NATIONAL COMMERCIAL BANKS
+3.8%
SEMICONDUCTORS & RELATED DEVICES
+3.7%
ELECTRONIC COMPUTERS
+2.8%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.2%
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