Trinity Financial Advisors LLC: 13F holdings
CIK 18095742026Q2
| Positions | 95 |
|---|
| Reported value | $389.1m |
|---|
| Filed | 2026-07-06 |
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Change since last quarter
| Positions | 95 (+6 vs prior quarter) |
|---|
| Reported value | $389.1m (+10.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY SPDR S&P 500 ETF TR | 58,809 | $44.0m | 11.3% |
| DFIV DIMENSIONAL ETF TRUST | 668,402 | $36.1m | 9.3% |
| DFAI DIMENSIONAL INTERN CORE EQT MKT ETF | 823,726 | $34.0m | 8.7% |
| DFUS DIMENSIONAL ETF TRUST | 303,027 | $24.8m | 6.4% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 41,247 | $20.6m | 5.3% |
| WSBC DIMENSIONAL ETF TRUST | 471,031 | $18.6m | 4.8% |
| VOO VANGUARD INDEX FDS | 22,700 | $15.6m | 4.0% |
| DIMENSIONAL ETF TRUST | 181,082 | $14.9m | 3.8% |
| VTI VANGUARD INDEX FDS | 33,989 | $12.6m | 3.2% |
| OWL BLUE OWL CAPITAL CORPORATION | 1,121,592 | $12.5m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1809574")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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