CIK 1962615
Trifecta Capital Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
261
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 261
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SBUX | STARBUCKS CORP | 31K | $1M+ | SH |
| DVY | ISHARES TR | 17K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 12K | $1M+ | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 3K | $1M+ | SH |
| GRAL | GRAIL INC | 17K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 5K | $1M+ | SH |
| GLD | SPDR GOLD TR | 3K | $1M+ | SH |
| LOW | LOWES COS INC | 4K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 4K | $500K+ | SH |
| COF | CAPITAL ONE FINL CORP | 3K | $500K+ | SH |
| OEF | ISHARES TR | 2K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 6K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 4K | $500K+ | SH |
| CSCO | CISCO SYS INC | 9K | $500K+ | SH |
| MAR | MARRIOTT INTL INC NEW | 2K | $500K+ | SH |
| AMP | AMERIPRISE FINL INC | 1K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 4K | $500K+ | SH |
| CWB | SPDR SERIES TRUST | 7K | $500K+ | SH |
| MRK | MERCK & CO INC | 6K | $500K+ | SH |
| SHAK | SHAKE SHACK INC | 7K | $500K+ | SH |
| IWO | ISHARES TR | 2K | $500K+ | SH |
| SHOP | SHOPIFY INC | 3K | $500K+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 4K | $500K+ | SH |
| DOV | DOVER CORP | 2K | $100K–$500K | SH |
| NVA | NOVA MINERALS LTD | 70K | $100K–$500K | SH |
| MSTR | STRATEGY INC | 3K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 24K | $100K–$500K | SH |
| EW | EDWARDS LIFESCIENCES CORP | 4K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 3K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND | 1K | $100K–$500K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 1K | $100K–$500K | SH |
| USB | US BANCORP DEL | 6K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 6K | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 6K | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 1K | $100K–$500K | SH |
| CTAS | CINTAS CORP | 2K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 1K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 785 | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 1K | $100K–$500K | SH |
| IJK | ISHARES TR | 3K | $100K–$500K | SH |
| KO | COCA COLA CO | 3K | $100K–$500K | SH |
| MUSA | MURPHY USA INC | 575 | $100K–$500K | SH |
| TSLA | TESLA INC | 501 | $100K–$500K | SH |
| SPYV | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 286 | $100K–$500K | SH |
| HYG | ISHARES TR | 3K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 575 | $100K–$500K | SH |