Trinity Financial Advisors LLC — 13F Holdings & Portfolio

CIK 1809574 · latest 13F-HR filed 2026-04-07

Trinity Financial Advisors LLC manages $351.2M in 13F-reported U.S. long-equity assets across 89 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SPY (10.97%), DFIV (9.95%), DFAI (9.16%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 8, added to 26, and trimmed 36.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$351.2M

Long-equity book

Holdings

89

Distinct positions

Period

2026-03-31

Filed 2026-04-07

Q/Q Activity

+2 / −8 / ↑26 / ↓36

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL INTERN CORE EQT MKT ETF$27.6M +601.6%
  • DIMENSIONAL ETF TRUST$2.1M +36.7%
  • DIMENSIONAL ETF TRUST$1.9M +5.9%
  • DIMENSIONAL ETF TRUST$1.7M +11.7%
  • DIMENSIONAL ETF TRUST$1.6M +8.2%
Show all 26

Top Trims

  • VANGUARD TAX-MANAGED INTL FD-$24.9M -81.7%
  • BLUE OWL CAPITAL CORPORATION-$7.0M -36.8%
  • SPDR S&P 500 ETF TR-$3.2M -7.7%
  • VANGUARD INDEX FDS-$3.0M -21.4%
  • VANGUARD INDEX FDS-$1.5M -48.9%
Show all 36

New Positions

  • ARES CAPITAL CORP$6.1M
  • WORKDAY INC$223.3K
Show all 2

Exited Positions

  • TOAST INC$451.9K
  • SALESFORCE INC$331.5K
  • HUMANA INC$257.0K
  • AXON ENTERPRISE INC$232.3K
  • VANGUARD INTL EQUITY INDEX F$229.8K
Show all 8
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR S&P 500 ETF TR SPY 78462F103 $38.5M 10.97% 59,052 SH
2 DIMENSIONAL ETF TRUST DFIV 25434V807 $34.9M 9.95% 662,168 SH
3 DIMENSIONAL INTERN CORE EQT MKT ETF DFAI 25434V203 $32.2M 9.16% 825,547 SH
4 DIMENSIONAL ETF TRUST DFUS 25434V401 $21.5M 6.11% 302,816 SH
5 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $20.1M 5.72% 41,925 SH
6 DIMENSIONAL ETF TRUST DFLV 25434V666 $16.5M 4.70% 462,490 SH
7 VANGUARD INDEX FDS VOO 922908363 $13.6M 3.88% 22,794 SH
8 DIMENSIONAL ETF TRUST DFAS 25434V500 $12.8M 3.64% 179,512 SH
9 BLUE OWL CAPITAL CORPORATION OBDC 69121K104 $12.1M 3.43% 1,055,225 SH
10 VANGUARD INDEX FDS VTI 922908769 $11.1M 3.15% 34,535 SH
11 APPLE INC AAPL 037833100 $9.2M 2.61% 36,147 SH
12 SCHWAB STRATEGIC TR SCHF 808524805 $8.4M 2.40% 340,101 SH
13 VANGUARD INDEX FDS VO 922908629 $8.0M 2.27% 27,708 SH
14 NVIDIA CORPORATION NVDA 67066G104 $7.9M 2.24% 45,179 SH
15 DIMENSIONAL ETF TRUST DFAE 25434V302 $7.7M 2.20% 227,921 SH
16 VANGUARD MUN BD FDS VTEB 922907746 $6.6M 1.89% 132,773 SH
17 ARES CAPITAL CORP ARCC 04010L103 $6.1M 1.74% 338,391 SH
18 VANGUARD WHITEHALL FDS VYM 921946406 $6.0M 1.70% 40,291 SH
19 JPMORGAN CHASE & CO JPM 46625H100 $5.9M 1.69% 20,195 SH
20 VANGUARD TAX-MANAGED INTL FD VEA 921943858 $5.6M 1.59% 87,124 SH
21 DIMENSIONAL ETF TRUST DFIS 25434V773 $4.7M 1.34% 139,832 SH
22 VANGUARD INDEX FDS VTV 922908744 $4.5M 1.29% 23,155 SH
23 HUNTINGTON BANCSHARES INC HBAN 446150104 $4.3M 1.23% 272,387 SH
24 BROADCOM INC AVGO 11135F101 $3.4M 0.96% 10,917 SH
25 AMAZON COM INC AMZN 023135106 $2.8M 0.79% 13,247 SH
26 ISHARES TR IJH 464287507 $2.4M 0.67% 35,026 SH
27 WELLS FARGO CO NEW WFC 949746101 $2.1M 0.61% 26,942 SH
28 ISHARES TR EFA 464287465 $2.0M 0.57% 20,571 SH
29 BOOKING HOLDINGS INC BKNG 09857L108 $1.9M 0.55% 461 SH
30 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $1.9M 0.53% 23,571 SH
31 INSTALLED BLDG PRODS INC IBP 45780R101 $1.7M 0.49% 6,450 SH
32 ISHARES TR IVV 464287200 $1.6M 0.45% 2,430 SH
33 VANGUARD INDEX FDS VUG 922908736 $1.5M 0.43% 3,479 SH
34 MICROSOFT CORP MSFT 594918104 $1.5M 0.42% 3,965 SH
35 ROOT INC ROOT 77664L108 $1.4M 0.40% 31,984 SH
36 VANGUARD INDEX FDS VB 922908751 $1.4M 0.39% 5,209 SH
37 ALPHABET INC GOOG 02079K107 $1.3M 0.37% 4,518 SH
38 ISHARES TR EEM 464287234 $1.3M 0.37% 22,709 SH
39 EXXON MOBIL CORP XOM 30231G102 $1.2M 0.35% 7,156 SH
40 CATERPILLAR INC CAT 149123101 $1.1M 0.31% 1,550 SH
41 WALMART INC WMT 931142103 $1.1M 0.30% 8,498 SH
42 VERTIV HOLDINGS CO VRT 92537N108 $1.0M 0.29% 4,127 SH
43 CORNING INC GLW 219350105 $1.0M 0.29% 7,500 SH
44 ALPHABET INC GOOGL 02079K305 $1.0M 0.29% 3,492 SH
45 RTX CORP RTX 75513E101 $968.6K 0.28% 5,021 SH
46 COSTCO WHSL CORP NEW COST 22160K105 $961.6K 0.27% 965 SH
47 FISERV INC FISV 337738108 $852.8K 0.24% 15,283 SH
48 HOME DEPOT INC HD 437076102 $849.6K 0.24% 2,583 SH
49 PALO ALTO NETWORKS INC PANW 697435105 $613.7K 0.17% 3,828 SH
50 DIAMOND HILL INVT GROUP INC DHIL 25264R207 $602.4K 0.17% 3,500 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-07 $351.2M 89 0001809574-26-000003
2025-12-31 2026-01-13 $357.6M 95 0001809574-26-000001