Trinity Wealth Management, LLC
All 13F Filings
- Location
- Berwyn, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 272,345
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/17/2026 | 72 | 272,345 | 13F-HR | Trinity Wealth Management, LLC |
| Q4 2025 | 1/15/2026 | 68 | 271,484 | 13F-HR | Trinity Wealth Management, LLC |
| Q3 2025 | 10/8/2025 | 67 | 266,723 | 13F-HR | Trinity Wealth Management, LLC |
| Q2 2025 | 7/11/2025 | 63 | 251,954 | 13F-HR | Trinity Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
49
(0.0% of total reported value)
· QoQ Δ:
+49
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 26.66 K | 9.8% | 0 | 211.3 K | -211.3 K |
| ETFs | 237.6 K | 87.4% | 212 K | 0 | 212 K |
| Debt | 7.672 K | 2.8% | 152 | 0 | 152 |
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Fund Snapshot
Q1 2026
Latest filed
4/17/2026
Total value ($000)
272,345
Holdings
72
QoQ value change ($000)
861
(0.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.