Trifecta Capital Advisors, LLC
All 13F Filings
- Location
- Northbrook, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 646,020
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 | 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 480.6 K | 74.4% | 0 | 123.5 K | -123.5 K |
| ETFs | 165.5 K | 25.6% | 93.74 K | 0 | 93.74 K |
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Fund Snapshot
Q1 2026
Latest filed
5/1/2026
Total value ($000)
646,020
Holdings
274
QoQ value change ($000)
-29,761
(-4.4%)
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.