Trinity Financial Advisors LLC - Portfolio overview

Trinity Financial Advisors LLC has 107 reported holdings in this dataset, with the latest filing dated 2026-04-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SPY - SPDR S&P 500 ETF TR, 10.39%
2. DFIV - DIMENSIONAL ETF TRUST, 9.43%
3. DFAI - DIMENSIONAL INTERN CORE EQT MKT ETF, 8.68%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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