Trifecta Capital Advisors, LLC
All 13F Filings
- Location
- Northbrook, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 776,338
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/3/2026 | 493 | 776,338 | 13F-HR | Trifecta Capital Advisors, LLC |
| Q1 2026 | 5/1/2026 | 274 | 646,020 | 13F-HR | Trifecta Capital Advisors, LLC |
| Q4 2025 | 1/30/2026 | 261 | 675,781 | 13F-HR | Trifecta Capital Advisors, LLC |
| Q3 2025 | 11/3/2025 | 436 | 657,705 | 13F-HR | Trifecta Capital Advisors, LLC |
| Q2 2025 | 7/23/2025 | 478 | 600,851 | 13F-HR | Trifecta Capital Advisors, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 579.5 K | 74.6% | 98.93 K | 0 | 98.93 K |
| ETFs | 196.8 K | 25.4% | 31.38 K | 0 | 31.38 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
776,338
Holdings
493
QoQ value change ($000)
130,318
(20.2%)
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.