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Home > Institutional Investor > Trinity Financial Advisors Llc > Profile

Instuitional Investor - Trinity Financial Advisors Llc

Fund Profile
Filing Period:
Fund Name: Trinity Financial Advisors Llc
Portfolio Value $351,190,225
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 59,052 $38,510,278 10.97%
2.
Dimensional Etf Trust
 662,168 $34,949,245 9.95%
3.
Dimensional Etf Trust
 825,547 $32,163,323 9.16%
4.
Dimensional Etf Trust
 302,816 $21,472,675 6.11%
5.
Berkshire Hathaway Inc
 BRK.A 41,925 $20,090,460 5.72%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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