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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 $326,555,984
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 64,837 $40,173,627 12.3%
2.
Dimensional Etf Trust
 643,508 $27,561,433 8.44%
3.
Vanguard Tax-Managed Intl Fd - FTSE DEV MKT ETF
 458,163 $26,119,859 8%
4.
Berkshire Hathaway Inc
 BRK.A 41,912 $20,359,592 6.23%
5.
Blue Owl Capital Corp
 OBDC 1,150,853 $16,928,952 5.18%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)