Trinity Financial Advisors
$389M 13F equity value
98 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Trinity Financial Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 58,809 | $44M | 11.3% |
| DFIV | DIMENSIONAL ETF TRUST | 668,402 | $36M | 9.3% |
| DFAI | DIMENSIONAL INTERN CORE EQT MKT ETF | 823,726 | $34M | 8.7% |
| DFUS | DIMENSIONAL ETF TRUST | 303,027 | $25M | 6.4% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 41,247 | $21M | 5.3% |
| DFLV | DIMENSIONAL ETF TRUST | 471,031 | $19M | 4.8% |
| VOO | VANGUARD INDEX FDS | 22,700 | $16M | 4.0% |
| DFAS | DIMENSIONAL ETF TRUST | 181,082 | $15M | 3.8% |
| VTI | VANGUARD INDEX FDS | 33,989 | $13M | 3.2% |
| OBDC | BLUE OWL CAPITAL CORPORATION | 1,121,592 | $13M | 3.2% |
Track Trinity Financial Advisors's 13F portfolio: $389M in reported holdings, 98 positions. Top holdings and quarterly changes on SentiSense.
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