Trinity Financial Advisors LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 10, 2025
Value $
$263M
Signature - Title
Geoffrey Biehn - Chief Compliance Officer
Location
Columbus, OH
Summary
This page shows a list of all the recent 13F filings made by Trinity Financial Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Trinity Financial Advisors LLC reported 86 stock holdings with total value $263M as of Q4 2024. Top holdings included SPY, DFIV, VEA, BRKB, and OBDC.
Holdings Value