Trinity Financial Advisors LLC
Trinity Financial Advisors LLC reported a Form 13F information table total of $351.19 million in 89 entries in its Form 13F-HR for the quarter ended 2026-03-31.
Its holdings by class are not on this site yet.
Form 13F-HR as filed (SEC CIK 1809574): holdings report, quarter ended 2026-03-31, filed 2026-04-07; filing manager in United States.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Alaethes Wealth, LLC | United States | $0.351B | 124 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | United States | $0.351B | 137 |
| Cypress Capital, LLC | United States | $0.351B | 95 |
| Enavate Sciences GP, LLC | United States | $0.352B | 7 |
| HTG Investment Advisors, Inc. | United States | $0.352B | 85 |
| Legacy Wealth Management, LLC / MS | United States | $0.351B | 106 |
| FIDUCIARY FAMILY OFFICE, LLC | United States | $0.351B | 179 |
| Vision Retirement, LLC | United States | $0.352B | 649 |
| PhiloSmith Capital Corp | United States | $0.351B | 58 |
| Spider Management Company, LLC | United States | $0.351B | 5 |