Trinity Financial Advisors LLC
All 13F Filings
- Location
- Columbus, OH
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 388,480
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/8/2026 | 99 | 388,480 | 13F-HR | Trinity Financial Advisors LLC |
| Q2 2026 | 7/6/2026 | 95 | 389,077 | 13F-HR | Trinity Financial Advisors LLC |
| Q1 2026 | 4/7/2026 | 89 | 351,190 | 13F-HR | Trinity Financial Advisors LLC |
| Q4 2025 | 1/13/2026 | 95 | 357,568 | 13F-HR | Trinity Financial Advisors LLC |
| Q3 2025 | 10/7/2025 | 102 | 346,277 | 13F-HR | Trinity Financial Advisors LLC |
| Q2 2025 | 7/3/2025 | 91 | 326,556 | 13F-HR | Trinity Financial Advisors LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 112.8 K | 29.0% | 0 | 1.621 K | -1.621 K |
| ETFs | 275.7 K | 71.0% | 1.017 K | 0 | 1.017 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/8/2026
Total value ($000)
388,480
Holdings
99
QoQ value change ($000)
-597
(-0.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.