Trinity Financial Advisors LLC
All 13F Filings
- Location
- Columbus, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 351,190
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 103.9 K | 29.6% | 0 | 143.2 K | -143.2 K |
| ETFs | 247.2 K | 70.4% | 136.8 K | 0 | 136.8 K |
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Fund Snapshot
Q1 2026
Latest filed
4/7/2026
Total value ($000)
351,190
Holdings
89
QoQ value change ($000)
-6,378
(-1.8%)
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.