TRINITY FINANCIAL ADVISORS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OBDC | 1.15M | $15.11M |
 | HBAN | 272K | $4.73M |
 | ICU | 50K | $28.50K |
 | NVDA | 46K | $8.66M |
 | BRK-B | 42K | $20.89M |
 | AAPL | 38K | $9.62M |
 | WFC | 27K | $2.28M |
 | PIII | 27K | $238.63K |
 | JPM | 20K | $6.27M |
 | FI | 19K | $2.39M |
 | AMZN | 14K | $3.10M |
 | TOST | 12K | $441.55K |
 | AVGO | 11K | $3.77M |
 | PFE | 10K | $260.32K |
 | SOFI | 9K | $248.69K |
 | WMT | 9K | $919.61K |
 | XOM | 8K | $853.78K |
 | GLW | 8K | $615.23K |
 | INTC | 7K | $230.09K |
 | IBP | 6K | $1.59M |
Blue Owl Capital Corporation
OBDC
Shares Held
1.15M
Value
$15.11M
Huntington Bancshares Incorporated
HBAN
Shares Held
272K
Value
$4.73M
SeaStar Medical Holding Corporation
ICU
Shares Held
50K
Value
$28.50K
NVIDIA Corporation
NVDA
Shares Held
46K
Value
$8.66M
Berkshire Hathaway Inc.
BRK-B
Shares Held
42K
Value
$20.89M
Apple Inc.
AAPL
Shares Held
38K
Value
$9.62M
Wells Fargo & Company
WFC
Shares Held
27K
Value
$2.28M
P3 Health Partners Inc.
PIII
Shares Held
27K
Value
$238.63K
JPMorgan Chase & Co.
JPM
Shares Held
20K
Value
$6.27M
Fiserv, Inc.
FI
Shares Held
19K
Value
$2.39M
Amazon.com, Inc.
AMZN
Shares Held
14K
Value
$3.10M
Toast, Inc.
TOST
Shares Held
12K
Value
$441.55K
Broadcom Inc.
AVGO
Shares Held
11K
Value
$3.77M
Pfizer Inc.
PFE
Shares Held
10K
Value
$260.32K
SoFi Technologies, Inc.
SOFI
Shares Held
9K
Value
$248.69K
Walmart Inc.
WMT
Shares Held
9K
Value
$919.61K
Exxon Mobil Corporation
XOM
Shares Held
8K
Value
$853.78K
Corning Incorporated
GLW
Shares Held
8K
Value
$615.23K
Intel Corporation
INTC
Shares Held
7K
Value
$230.09K
Installed Building Products, Inc.
IBP
Shares Held
6K
Value
$1.59M