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Portfolio (Quarterly) Guide ↗

Trinity Financial Advisors LLC

· CIK 0001809574
13F Portfolio $389M AUM 95 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 23 Added 23 Reduced 2 Exited
Page 1 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY SPDR S&P 500 ETF TR Financial Services 58,809.0 $44.0M 11.32% $748.67 +3.0%
2 DFIV DIMENSIONAL ETF TRUST 668,402.0 $36.1M 9.28% +6K +0.9% $54.02 +7.4%
3 DFAI DIMENSIONAL INTERN CORE EQT MKT ETF 823,726.0 $34.0M 8.73% $41.25 +5.0%
4 DFUS DIMENSIONAL ETF TRUST 303,027.0 $24.8M 6.38% $81.94 +2.8%
5 BERKSHIRE HATHAWAY INC DEL 41,247.0 $20.6M 5.30% -678.0 -1.6% $500.39
6 DFLV DIMENSIONAL ETF TRUST 471,031.0 $18.6M 4.79% +9K +1.9% $39.54 +5.8%
7 VOO VANGUARD INDEX FDS 22,700.0 $15.6M 4.01% $686.80 +3.2%
8 DFAS DIMENSIONAL ETF TRUST 181,082.0 $14.9M 3.83% +2K +0.9% $82.34 +0.6%
9 VTI VANGUARD INDEX FDS 33,989.0 $12.6M 3.23% -546.0 -1.6% $370.04 +2.9%
10 BLUE OWL CAPITAL CORPORATION 1,121,592.0 $12.5M 3.22% +66K +6.3% $11.18
11 AAPL APPLE INC Technology 35,680.0 $10.3M 2.65% -467.0 -1.3% $289.36 +8.7%
12 SCHF SCHWAB STRATEGIC TR 342,871.0 $9.5M 2.44% +3K +0.8% $27.70 +2.6%
13 DFAE DIMENSIONAL ETF TRUST 235,924.0 $9.5M 2.44% +8K +3.5% $40.21 -0.5%
14 NVDA NVIDIA CORPORATION Technology 45,274.0 $9.1M 2.33% $200.09 +13.9%
15 VO VANGUARD INDEX FDS 112,298.0 $9.0M 2.33% +85K +305.3% $80.57 +3.1%
16 ARCC ARES CAPITAL CORP Financial Services 374,036.0 $6.9M 1.78% +36K +10.5% $18.53 +7.3%
17 VTEB VANGUARD MUN BD FDS 134,744.0 $6.8M 1.75% +2K +1.5% $50.58 -2.2%
18 JPM JPMORGAN CHASE & CO Financial Services 20,050.0 $6.6M 1.69% -145.0 -0.7% $327.32 +8.2%
19 VYM VANGUARD WHITEHALL FDS 39,242.0 $6.2M 1.59% -1K -2.6% $158.03 +4.0%
20 VEA VANGUARD TAX-MANAGED INTL FD 87,016.0 $6.2M 1.59% $71.25 +3.0%
Page 1 of 5  ·  95 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 57.4%
Technology 25.8%
Industrials 5.7%
Consumer Cyclical 4.3%
Consumer Defensive 2.4%
Healthcare 1.4%
Communication Services 1.4%
Energy 1.0%
Utilities 0.7%