Long-term investor
Trinity Financial Advisors LLC @trinityfinancialadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001809574).
Record
- Tracked since 2025-06-30 (448 days), 59 trades recorded
- Returns: week n/a · month n/a · 90 days +9.7% · 6 months n/a · 1 year +16.5% · all +16.5%
- Max drawdown n/a · win rate 19% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 11.3% · long · since 2025-06-30
- 25434V807 · 9.3% · long · since 2025-06-30
- 25434V203 · 8.7% · long · since 2025-06-30
- 25434V401 · 6.4% · long · since 2025-06-30
- BRK-B · 5.3% · long · since 2025-06-30
- 25434V666 · 4.8% · long · since 2025-06-30
- 922908363 · 4.0% · long · since 2025-06-30
- 25434V500 · 3.8% · long · since 2025-06-30
- 922908769 · 3.2% · long · since 2025-06-30
- 69121K104 · 3.2% · long · since 2025-06-30
- AAPL · 2.7% · long · since 2025-06-30
- 808524805 · 2.4% · long · since 2025-06-30