Trinity Financial Advisors LLC — 13F Holdings & Portfolio

CIK 1809574 · latest 13F-HR filed 2026-07-06

Trinity Financial Advisors LLC manages $389.1M in 13F-reported U.S. long-equity assets across 95 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPY (11.32%), DFIV (9.28%), DFAI (8.73%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 8 new positions, exited 2, added to 57, and trimmed 13.

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.

Filer Information
Address
760 COMMUNICATIONS PARKWAY
SUITE 200
COLUMBUS, OH 43214
Phone
(614) 848-7667
Filing Manager
Trinity Financial Advisors LLC
COLUMBUS, OH
Signatory
Geoffrey Biehn
President and CCO
Loading holdings…
AUM

$389.1M

Long-equity book

Holdings

95

Distinct positions

Period

2026-06-30

Filed 2026-07-06

Q/Q Activity

+8 / −2 / ↑57 / ↓13

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPDR S&P 500 ETF TR$5.5M +14.3%
  • DIMENSIONAL ETF TRUST$3.4M +15.6%
  • DIMENSIONAL ETF TRUST$2.1M +16.8%
  • DIMENSIONAL ETF TRUST$2.1M +12.8%
  • VANGUARD INDEX FDS$2.0M +14.5%
Show all 57

Top Trims

  • BOOKING HOLDINGS INC-$1.6M -82.3%
  • EXXON MOBIL CORP-$287.6K -23.7%
  • INSTALLED BLDG PRODS INC-$227.8K -13.3%
  • FISERV INC-$102.7K -12.0%
  • WALMART INC-$95.8K -9.0%
Show all 13

New Positions

  • HUMANA INC$398.1K
  • PNC FINL SVCS GROUP INC$281.4K
  • GE AEROSPACE$256.4K
  • VANGUARD WORLD FD$237.8K
  • LAM RESEARCH CORP$227.6K
Show all 8

Exited Positions

  • NETFLIX INC$259.1K
  • GRANITESHARES ETF TR$218.7K
Show all 2
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 $44.0M 11.32% 58,809 SH
2 DIMENSIONAL ETF TRUST DFIV 25434V807 $36.1M 9.28% 668,402 SH
3 DIMENSIONAL INTERN CORE EQT MKT ETF DFAI 25434V203 $34.0M 8.73% 823,726 SH
4 DIMENSIONAL ETF TRUST DFUS 25434V401 $24.8M 6.38% 303,027 SH
5 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $20.6M 5.30% 41,247 SH
6 DIMENSIONAL ETF TRUST DFLV 25434V666 $18.6M 4.79% 471,031 SH
7 VANGUARD INDEX FDS VOO 922908363 $15.6M 4.01% 22,700 SH
8 DIMENSIONAL ETF TRUST DFAS 25434V500 $14.9M 3.83% 181,082 SH
9 VANGUARD INDEX FDS VTI 922908769 $12.6M 3.23% 33,989 SH
10 BLUE OWL CAPITAL CORPORATION OBDC 69121K104 $12.5M 3.22% 1,121,592 SH
11 APPLE INC AAPL 037833100 $10.3M 2.65% 35,680 SH
12 SCHWAB STRATEGIC TR SCHF 808524805 $9.5M 2.44% 342,871 SH
13 DIMENSIONAL ETF TRUST DFAE 25434V302 $9.5M 2.44% 235,924 SH
14 NVIDIA CORPORATION NVDA 67066G104 $9.1M 2.33% 45,274 SH
15 VANGUARD INDEX FDS VO 922908629 $9.0M 2.33% 112,298 SH
16 ARES CAPITAL CORP ARCC 04010L103 $6.9M 1.78% 374,036 SH
17 VANGUARD MUN BD FDS VTEB 922907746 $6.8M 1.75% 134,744 SH
18 JPMORGAN CHASE & CO JPM 46625H100 $6.6M 1.69% 20,050 SH
19 VANGUARD WHITEHALL FDS VYM 921946406 $6.2M 1.59% 39,242 SH
20 VANGUARD TAX-MANAGED INTL FD VEA 921943858 $6.2M 1.59% 87,016 SH
21 DIMENSIONAL ETF TRUST DFIS 25434V773 $5.0M 1.29% 143,084 SH
22 VANGUARD INDEX FDS VTV 922908744 $4.9M 1.27% 22,635 SH
23 HUNTINGTON BANCSHARES INC HBAN 446150104 $4.9M 1.25% 272,315 SH
24 BROADCOM INC AVGO 11135F101 $4.1M 1.05% 10,769 SH
25 AMAZON COM INC AMZN 023135106 $3.2M 0.81% 13,220 SH
26 ISHARES TR IJH 464287507 $2.6M 0.68% 34,090 SH
27 WELLS FARGO CO NEW WFC 949746101 $2.2M 0.56% 26,301 SH
28 ISHARES TR EFA 464287465 $2.1M 0.55% 20,612 SH
29 CORNING INC GLW 219350105 $1.9M 0.49% 7,500 SH
30 ISHARES TR IVV 464287200 $1.9M 0.48% 2,481 SH
31 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $1.9M 0.48% 23,508 SH
32 VANGUARD INDEX FDS VUG 922908736 $1.8M 0.46% 20,803 SH
33 ROOT INC ROOT 77664L108 $1.8M 0.46% 31,984 SH
34 VANGUARD INDEX FDS VB 922908751 $1.7M 0.44% 5,691 SH
35 CATERPILLAR INC CAT 149123101 $1.7M 0.42% 1,550 SH
36 ALPHABET INC GOOG 02079K107 $1.6M 0.42% 4,628 SH
37 ISHARES TR EEM 464287234 $1.6M 0.41% 23,097 SH
38 INSTALLED BLDG PRODS INC IBP 45780R101 $1.5M 0.38% 6,450 SH
39 MICROSOFT CORP MSFT 594918104 $1.5M 0.37% 3,909 SH
40 VERTIV HOLDINGS CO VRT 92537N108 $1.4M 0.36% 4,128 SH
41 ALPHABET INC GOOGL 02079K305 $1.2M 0.32% 3,472 SH
42 PALO ALTO NETWORKS INC PANW 697435105 $1.2M 0.32% 3,624 SH
43 INTEL CORP INTC 458140100 $963.2K 0.25% 6,899 SH
44 WALMART INC WMT 931142103 $962.5K 0.25% 8,498 SH
45 RTX CORP RTX 75513E101 $952.6K 0.24% 5,021 SH
46 EXXON MOBIL CORP XOM 30231G102 $926.5K 0.24% 6,777 SH
47 HOME DEPOT INC HD 437076102 $911.3K 0.23% 2,584 SH
48 COSTCO WHSL CORP NEW COST 22160K105 $902.8K 0.23% 965 SH
49 ASML HOLDING N V ASML N07059210 $801.7K 0.21% 403 SH
50 FISERV INC FISV 337738108 $750.1K 0.19% 15,293 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-06 $389.1M 95 0001809574-26-000004
2026-03-31 2026-04-07 $351.2M 89 0001809574-26-000003
2025-12-31 2026-01-13 $357.6M 95 0001809574-26-000001