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Trinity Cap shares owned by Visionary Wealth Advisors

Quarter-by-quarter ownership of Trinity Cap (TRIN) shares owned by Visionary Wealth Advisors from 13F filings

Historical chart of Visionary Wealth Advisors investment in Trinity Cap

Tip: Access up to 7 years of quarterly data

All positions including Trinity Cap held by Visionary Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trinity Cap by Visionary Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $205k 11k 17.89

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Apple (AAPL)
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Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Microsoft Corporation (MSFT)
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Cisco Systems (CSCO)
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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
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Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Visionary Wealth Advisors

Top funds holding Trinity Cap

Van Eck Associates Corp.
Two Sigma Investments
UBS Group
Melia Wealth
Sound Income Strategies
Marshall Wace
Franklin Resources
Invesco
Emerald Advisers
Eagle Point Credit Management
T. Rowe Price Associates
Susquehanna International
Rockefeller Capital Management
Hrt Financial
Emerald Mutual Fund Advisers, Trust

View all funds holding Trinity Cap