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TRIFECTA CAPITAL ADVISORS, LLC 13F portfolio summary

TRIFECTA CAPITAL ADVISORS, LLC of TRIFECTA CAPITAL ADVISORS, LLC has 272 current stock holdings with a reported portfolio value of $646.0M. The portfolio 1 year return is +15.51%. Top holdings include SPY (0.00%), AWK (0.00%), QQQ (0.00%), NVDA (7.29%), AAPL (5.14%).

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TRIFECTA CAPITAL ADVISORS, LLC

TRIFECTA CAPITAL ADVISORS, LLC
Latest filing: 2026-03-31

TRIFECTA CAPITAL ADVISORS, LLC runs TRIFECTA CAPITAL ADVISORS, LLC and currently holds 272 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $646.02M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. TRIFECTA CAPITAL ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, TRIFECTA CAPITAL ADVISORS, LLC's portfolio at TRIFECTA CAPITAL ADVISORS, LLC has delivered returns of +15.51%. Their 3-year annualized return is +65.98%. Looking at the 5-year horizon, TRIFECTA CAPITAL ADVISORS, LLC has achieved +82.16% annualized returns at TRIFECTA CAPITAL ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+15.51%
#0/1000
3 Year
+65.98%
#0/1000
5 Year
+82.16%
#0/1000

Portfolio Value

$646.02M

Alpha Score

55.2

#0 of 1000

Holdings

272

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change