Trinity Financial Advisors LLC

Q1 2025 13F Holdings Report, Restatement, Stock Holdings

Signature - Title
Geoffrey Biehn - Chief Compliance Officer
Location
Columbus, OH
Holdings as of
31 Mar 2025
Value $
$277M
Num holdings
88
Filing time
19 May 2025, 13:40:04 UTC
Form type
13F-HR/A-1 - Restatement
Description
All US holdings of this investor are reported in this report. Top holdings included SPY, DFIV, VEA, BRKB, and OBDC.
Previous filing
Q4 2024 - 10 Jan 2025
Next filing
Q2 2025 - 03 Jul 2025
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q1 - Restatement compared to 2024 Q4 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Geoffrey Biehn Chief Compliance Officer Columbus, Ohio 15 May 2025