account_balance
Investment manager · 13F filer · SEC CIK 1809574
Trinity Financial Advisors LLC
Reported value$388Mas of Sep 30, 2026
Positions99 6 new, 2 sold out
Top 10 weight59.8%SPY alone is 11%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
11.0%Trimmed −5%
DFIVDimensional ETF Trust
9.6%
DFAIDimensional Intern Core Eqt MKT ETF
8.8%
DFUSDimensional ETF Trust
6.5%
BRK-BBerkshire Hathaway Inc
4.9%Trimmed −8%
DFLVDimensional ETF Trust
4.9%
VOOVanguard Index FDS
4.3%Added +5%
DFASDimensional ETF Trust
3.6%
OBDCBlue Owl Capital Corp
3.2%+2%
VTIVanguard Index FDS
3.1%−4%
AAPLApple Inc.
2.9%−4%
NVDANVIDIA Corp
2.8%+6%
SPYSPDR S&P 500 ETF Trust
11.0%Trimmed −5%
DFIVDimensional ETF Trust
9.6%
DFAIDimensional Intern Core Eqt MKT ETF
8.8%
DFUSDimensional ETF Trust
6.5%
BRK-BBerkshire Hathaway Inc
4.9%
DFLVDimensional ETF Trust
4.9%
VOOVanguard Index FDS
4.3%
DFASDimensional ETF Trust
3.6%
VTI3.1%
AAPLNVDABoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 11.0% Trimmed −5%
DFIV Dimensional ETF Trust 9.6% Held
DFAI Dimensional Intern Core Eqt MKT ETF 8.8% Held
DFUS Dimensional ETF Trust 6.5% Held
BRK-B Berkshire Hathaway Inc 4.9% Trimmed −8%DFLV Dimensional ETF Trust 4.9% Held
VOO Vanguard Index FDS 4.3% Added +5%
DFAS Dimensional ETF Trust 3.6% Held
OBDC Blue Owl Capital Corp 3.2% Added +2%VTI Vanguard Index FDS 3.1% Trimmed −4%
AAPL Apple Inc. 2.9% Trimmed −4%NVDA NVIDIA Corp 2.8% Added +6%What changed
Biggest moves since Jun 30, 2026
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