# EDGAR Filing Document

**Accession Number:** 0001809574
**File Stem:** 0001809574-25-000007
**Filing Date:** 2025-7
**Character Count:** 12682
**Document Hash:** adee7315c4f6b946cca0dcda2391669b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001809574-25-000007.hdr.sgml**: 20250703

**ACCESSION NUMBER**: 0001809574-25-000007

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250703

**DATE AS OF CHANGE**: 20250703

**EFFECTIVENESS DATE**: 20250703

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Trinity Financial Advisors LLC
- **CENTRAL INDEX KEY:** 0001809574

**ORGANIZATION NAME:**
- **EIN:** 412190819
- **STATE OF INCORPORATION:** OH
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21381
- **FILM NUMBER:** 251105800

**BUSINESS ADDRESS:**
- **STREET 1:** 760 COMMUNICATIONS PARKWAY
- **STREET 2:** SUITE 200
- **CITY:** COLUMBUS
- **STATE:** OH
- **ZIP:** 43214
- **BUSINESS PHONE:** 6148487667

**MAIL ADDRESS:**
- **STREET 1:** 760 COMMUNICATIONS PARKWAY
- **STREET 2:** SUITE 200
- **CITY:** COLUMBUS
- **STATE:** OH
- **ZIP:** 43214

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Trinity Financial Advisors LLC<br>**Address:** 760 COMMUNICATIONS PARKWAY<br>SUITE 200<br>COLUMBUS, OH 43214

**Form 13F File Number:** 028-21381

**CRD Number (if applicable):** 000133191

**SEC File Number (if applicable):** 801-81196

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Geoffrey Biehn<br>**Title:** Chief Compliance Officer<br>**Phone:** 614-848-7667

**Signature, Place, and Date of Signing:**

Geoffrey Biehn  Columbus, OH  07-02-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 91

**Form 13F Information Table Value Total:** $326555984

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 238560 | 1567 | SH |  | SOLE |  | 0 | 0 | 1567 |
| ABBOTT LABS | COM | 002824100 |  | 280957 | 2066 | SH |  | SOLE |  | 0 | 0 | 2066 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1012492 | 5708 | SH |  | SOLE |  | 0 | 0 | 5708 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 666707 | 3783 | SH |  | SOLE |  | 0 | 0 | 3783 |
| AMAZON COM INC | COM | 023135106 |  | 3142104 | 14322 | SH |  | SOLE |  | 0 | 0 | 14322 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 210527 | 660 | SH |  | SOLE |  | 0 | 0 | 660 |
| APPLE INC | COM | 037833100 |  | 8020129 | 39090 | SH |  | SOLE |  | 0 | 0 | 39090 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 351009 | 438 | SH |  | SOLE |  | 0 | 0 | 438 |
| AXON ENTERPRISE INC | COM | 05464C101 |  | 338627 | 409 | SH |  | SOLE |  | 0 | 0 | 409 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 292554 | 3211 | SH |  | SOLE |  | 0 | 0 | 3211 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 20359592 | 41912 | SH |  | SOLE |  | 0 | 0 | 41912 |
| BLUE OWL CAPITAL CORPORATION | COM | 69121K104 |  | 16928952 | 1150853 | SH |  | SOLE |  | 0 | 0 | 1150853 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 2669837 | 461 | SH |  | SOLE |  | 0 | 0 | 461 |
| BROADCOM INC | COM | 11135F101 |  | 3106858 | 11271 | SH |  | SOLE |  | 0 | 0 | 11271 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 |  | 225560 | 925 | SH |  | SOLE |  | 0 | 0 | 925 |
| BROWN  BROWN INC | COM | 115236101 |  | 252599 | 2278 | SH |  | SOLE |  | 0 | 0 | 2278 |
| CATERPILLAR INC | COM | 149123101 |  | 659957 | 1700 | SH |  | SOLE |  | 0 | 0 | 1700 |
| CHEVRON CORP NEW | COM | 166764100 |  | 212172 | 1482 | SH |  | SOLE |  | 0 | 0 | 1482 |
| COCA COLA CO | COM | 191216100 |  | 275806 | 3870 | SH |  | SOLE |  | 0 | 0 | 3870 |
| CORNING INC | COM | 219350105 |  | 394425 | 7500 | SH |  | SOLE |  | 0 | 0 | 7500 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 992989 | 1003 | SH |  | SOLE |  | 0 | 0 | 1003 |
| DIAMOND HILL INVT GROUP INC | COM NEW | 25264R207 |  | 508585 | 3500 | SH |  | SOLE |  | 0 | 0 | 3500 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 27561433 | 643508 | SH |  | SOLE |  | 0 | 0 | 643508 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 25434V401 |  | 15840883 | 236361 | SH |  | SOLE |  | 0 | 0 | 236361 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 10906453 | 171189 | SH |  | SOLE |  | 0 | 0 | 171189 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 4539873 | 156818 | SH |  | SOLE |  | 0 | 0 | 156818 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 |  | 3560025 | 119304 | SH |  | SOLE |  | 0 | 0 | 119304 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 |  | 1097601 | 35384 | SH |  | SOLE |  | 0 | 0 | 35384 |
| DIMENSIONAL INTERN CORE EQT MKT ETF | INTL CORE EQT MK | 25434V203 |  | 3184499 | 92117 | SH |  | SOLE |  | 0 | 0 | 92117 |
| EMERSON ELEC CO | COM | 291011104 |  | 469722 | 3523 | SH |  | SOLE |  | 0 | 0 | 3523 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 |  | 210850 | 1250 | SH |  | SOLE |  | 0 | 0 | 1250 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1239275 | 11496 | SH |  | SOLE |  | 0 | 0 | 11496 |
| FISERV INC | COM | 337738108 |  | 3195102 | 18532 | SH |  | SOLE |  | 0 | 0 | 18532 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 |  | 320120 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 349992 | 1200 | SH |  | SOLE |  | 0 | 0 | 1200 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 457402 | 646 | SH |  | SOLE |  | 0 | 0 | 646 |
| HARTFORD FINL SVCS GROUP INC | COM | 416515104 |  | 242041 | 1900 | SH |  | SOLE |  | 0 | 0 | 1900 |
| HOME DEPOT INC | COM | 437076102 |  | 946776 | 2582 | SH |  | SOLE |  | 0 | 0 | 2582 |
| HUMANA INC | COM | 444859102 |  | 245365 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| HUNTINGTON BANCSHARES INC | COM | 446150104 |  | 4852908 | 286896 | SH |  | SOLE |  | 0 | 0 | 286896 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 447750 | 1800 | SH |  | SOLE |  | 0 | 0 | 1800 |
| INSTALLED BLDG PRODS INC | COM | 45780R101 |  | 1244208 | 6900 | SH |  | SOLE |  | 0 | 0 | 6900 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 464814 | 842 | SH |  | SOLE |  | 0 | 0 | 842 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 2190750 | 35323 | SH |  | SOLE |  | 0 | 0 | 35323 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 1988601 | 22246 | SH |  | SOLE |  | 0 | 0 | 22246 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1585155 | 2553 | SH |  | SOLE |  | 0 | 0 | 2553 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 1140562 | 23643 | SH |  | SOLE |  | 0 | 0 | 23643 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 505562 | 3744 | SH |  | SOLE |  | 0 | 0 | 3744 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 387543 | 2537 | SH |  | SOLE |  | 0 | 0 | 2537 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 5876516 | 20270 | SH |  | SOLE |  | 0 | 0 | 20270 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 399362 | 711 | SH |  | SOLE |  | 0 | 0 | 711 |
| META PLATFORMS INC | CL A | 30303M102 |  | 650039 | 881 | SH |  | SOLE |  | 0 | 0 | 881 |
| MICROSOFT CORP | COM | 594918104 |  | 2152861 | 4328 | SH |  | SOLE |  | 0 | 0 | 4328 |
| NETFLIX INC | COM | 64110L106 |  | 360226 | 269 | SH |  | SOLE |  | 0 | 0 | 269 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 222144 | 3200 | SH |  | SOLE |  | 0 | 0 | 3200 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 251306 | 982 | SH |  | SOLE |  | 0 | 0 | 982 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 7428213 | 47014 | SH |  | SOLE |  | 0 | 0 | 47014 |
| ORACLE CORP | COM | 68389X105 |  | 270300 | 1236 | SH |  | SOLE |  | 0 | 0 | 1236 |
| P3 HEALTH PARTNERS INC | COM CL A | 744413105 |  | 160650 | 25500 | SH |  | SOLE |  | 0 | 0 | 25500 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 688614 | 3365 | SH |  | SOLE |  | 0 | 0 | 3365 |
| PEPSICO INC | COM | 713448108 |  | 332741 | 2520 | SH |  | SOLE |  | 0 | 0 | 2520 |
| PFIZER INC | COM | 717081103 |  | 247309 | 10203 | SH |  | SOLE |  | 0 | 0 | 10203 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 533425 | 3348 | SH |  | SOLE |  | 0 | 0 | 3348 |
| ROOT INC | COM CL A | 77664L108 |  | 1245148 | 9730 | SH |  | SOLE |  | 0 | 0 | 9730 |
| RTX CORP | COM | 75513E101 |  | 761640 | 5216 | SH |  | SOLE |  | 0 | 0 | 5216 |
| SALESFORCE INC | COM | 79466L302 |  | 341067 | 1249 | SH |  | SOLE |  | 0 | 0 | 1249 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 12440220 | 469442 | SH |  | SOLE |  | 0 | 0 | 469442 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 7753121 | 350820 | SH |  | SOLE |  | 0 | 0 | 350820 |
| SEASTAR MEDICAL HOLDING CORP | COM NEW | 81256L203 |  | 6386 | 15000 | SH |  | SOLE |  | 0 | 0 | 15000 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 431983 | 1706 | SH |  | SOLE |  | 0 | 0 | 1706 |
| SOUTHERN CO | COM | 842587107 |  | 554126 | 6034 | SH |  | SOLE |  | 0 | 0 | 6034 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 40173627 | 64837 | SH |  | SOLE |  | 0 | 0 | 64837 |
| TESLA INC | COM | 88160R101 |  | 387228 | 1219 | SH |  | SOLE |  | 0 | 0 | 1219 |
| TOAST INC | CL A | 888787108 |  | 522533 | 11798 | SH |  | SOLE |  | 0 | 0 | 11798 |
| UNION PAC CORP | COM | 907818108 |  | 523393 | 2275 | SH |  | SOLE |  | 0 | 0 | 2275 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 13824913 | 45351 | SH |  | SOLE |  | 0 | 0 | 45351 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 11626411 | 20405 | SH |  | SOLE |  | 0 | 0 | 20405 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 8038226 | 28616 | SH |  | SOLE |  | 0 | 0 | 28616 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 5216935 | 29358 | SH |  | SOLE |  | 0 | 0 | 29358 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 2670370 | 6084 | SH |  | SOLE |  | 0 | 0 | 6084 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 1371750 | 5769 | SH |  | SOLE |  | 0 | 0 | 5769 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 9579742 | 195385 | SH |  | SOLE |  | 0 | 0 | 195385 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 2303213 | 28971 | SH |  | SOLE |  | 0 | 0 | 28971 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 355098 | 1728 | SH |  | SOLE |  | 0 | 0 | 1728 |
| VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 |  | 26119859 | 458163 | SH |  | SOLE |  | 0 | 0 | 458163 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 6180693 | 46363 | SH |  | SOLE |  | 0 | 0 | 46363 |
| VANGUARD WORLD FD | ENERGY ETF | 92204A306 |  | 491603 | 4127 | SH |  | SOLE |  | 0 | 0 | 4127 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 530986 | 4135 | SH |  | SOLE |  | 0 | 0 | 4135 |
| VISA INC | COM CL A | 92826C839 |  | 309465 | 872 | SH |  | SOLE |  | 0 | 0 | 872 |
| WALMART INC | COM | 931142103 |  | 872492 | 8923 | SH |  | SOLE |  | 0 | 0 | 8923 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 2033787 | 25384 | SH |  | SOLE |  | 0 | 0 | 25384 |

---