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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 $282,006,182
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 65,608 $36,811,625 13.05%
2.
Dimensional Etf Trust
 620,004 $24,403,339 8.65%
3.
Vanguard Tax-Managed Intl Fd - FTSE DEV MKT ETF
 41,721 $22,219,770 7.88%
4.
Berkshire Hathaway Inc
 BRK.A 431,366 $21,926,346 7.78%
5.
Blue Owl Capital Corp
 OBDC 1,086,128 $16,322,785 5.79%
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)