Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Trinity Financial Advisors LLC (CIK 1809574) reported $351.2M across 89 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($38.5M, 10.97%), DFIV ($34.9M, 9.95%), DFAI ($32.2M, 9.16%), DFUS ($21.5M, 6.11%), BRK/B ($20.1M, 5.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $38.5M | 10.97% | 59,052 | Trimmed |
| 2 | DFIV | DIMENSIONAL ETF TRUST | $34.9M | 9.95% | 662,168 | Added |
| 3 | DFAI | DIMENSIONAL INTERN CORE EQT MKT ETF | $32.2M | 9.16% | 825,547 | Added |
| 4 | DFUS | DIMENSIONAL ETF TRUST | $21.5M | 6.11% | 302,816 | Added |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.1M | 5.72% | 41,925 | Added |
| 6 | DFLV | DIMENSIONAL ETF TRUST | $16.5M | 4.70% | 462,490 | Added |
| 7 | VOO | VANGUARD INDEX FDS | $13.6M | 3.88% | 22,794 | Added |
| 8 | DFAS | DIMENSIONAL ETF TRUST | $12.8M | 3.64% | 179,512 | Added |
| 9 | OBDC | BLUE OWL CAPITAL CORPORATION | $12.1M | 3.43% | 1.1M | Trimmed |
| 10 | VTI | VANGUARD INDEX FDS | $11.1M | 3.15% | 34,535 | Trimmed |
| 11 | AAPL | APPLE INC | $9.2M | 2.61% | 36,147 | Trimmed |
| 12 | SCHF | SCHWAB STRATEGIC TR | $8.4M | 2.40% | 340,101 | Trimmed |
| 13 | VO | VANGUARD INDEX FDS | $8.0M | 2.27% | 27,708 | Trimmed |
| 14 | NVDA | NVIDIA CORPORATION | $7.9M | 2.24% | 45,179 | Trimmed |
| 15 | DFAE | DIMENSIONAL ETF TRUST | $7.7M | 2.20% | 227,921 | Added |
| 16 | VTEB | VANGUARD MUN BD FDS | $6.6M | 1.89% | 132,773 | Trimmed |
| 17 | ARCC | ARES CAPITAL CORP | $6.1M | 1.74% | 338,391 | New |
| 18 | VYM | VANGUARD WHITEHALL FDS | $6.0M | 1.70% | 40,291 | Trimmed |
| 19 | JPM | JPMORGAN CHASE & CO | $5.9M | 1.69% | 20,195 | Trimmed |
| 20 | VEA | VANGUARD TAX-MANAGED INTL FD | $5.6M | 1.59% | 87,124 | Trimmed |
| 21 | DFIS | DIMENSIONAL ETF TRUST | $4.7M | 1.34% | 139,832 | Added |
| 22 | VTV | VANGUARD INDEX FDS | $4.5M | 1.29% | 23,155 | Trimmed |
| 23 | HBAN | HUNTINGTON BANCSHARES INC | $4.3M | 1.23% | 272,387 | Trimmed |
| 24 | AVGO | BROADCOM INC | $3.4M | 0.96% | 10,917 | Trimmed |
| 25 | AMZN | AMAZON COM INC | $2.8M | 0.79% | 13,247 | Added |
Source: SEC Form 13F filings · as of 2026-03-31