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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 $263,287,053
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 65,029 $38,149,888 14.48%
2.
Dimensional Etf Trust
 600,555 $21,235,612 8.06%
3.
Vanguard Tax-Managed Intl Fd - FTSE DEV MKT ETF
 398,671 $19,024,601 7.22%
4.
Berkshire Hathaway Inc
 BRK.A 40,176 $18,123,394 6.88%
5.
Blue Owl Capital Corp
 OBDC 945,289 $14,784,359 5.61%
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)