Trifecta Capital Advisors, LLC - Portfolio overview

Trifecta Capital Advisors, LLC has 472 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. QQQ - INVESCO QQQ TR, 7.32%
2. NVDA - NVIDIA CORPORATION, 6.52%
3. AAPL - APPLE INC, 4.60%

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

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