Trinity Financial Advisors LLC
Trinity Financial Advisors LLC reported 95 positions worth $389.1M as of June 30, 2026 (13F filed July 6, 2026). Largest holding: SPY (11.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $44.0M | 11.32% | 58,809 | — | — | |
| ▸ 2 | DFIV | SH | $36.1M | 9.28% | 668,402 | — | — | |
| ▸ 3 | DFAI | SH | $34.0M | 8.73% | 823,726 | — | — | |
| ▸ 4 | DFUS | SH | $24.8M | 6.38% | 303,027 | — | — | |
| ▸ 5 | BRK-B | SH | $20.6M | 5.30% | 41,247 | — | — | |
| ▸ 6 | DFLV | SH | $18.6M | 4.79% | 471,031 | — | — | |
| ▸ 7 | VOO | SH | $15.6M | 4.01% | 22,700 | — | — | |
| ▸ 8 | DFAS | SH | $14.9M | 3.83% | 181,082 | — | — | |
| ▸ 9 | VTI | SH | $12.6M | 3.23% | 33,989 | — | — | |
| ▸ 10 | OBDC | SH | $12.5M | 3.22% | 1,121,592 | — | — |
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Frequently Asked Questions
What stocks does Trinity Financial Advisors LLC hold as of Q2 2026?
Trinity Financial Advisors LLC reported 95 positions worth $389.1M in its Q2 2026 13F filing. Largest positions: SPY (11.3%), DFIV (9.3%), DFAI (8.7%), DFUS (6.4%) and BRK-B (5.3%).
What did Trinity Financial Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Trinity Financial Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.