Trinity Wealth Management, LLC
All 13F Filings
- Location
- Berwyn, PA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 315,394
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 90 | 315,394 | 13F-HR | Trinity Wealth Management, LLC |
| Q2 2026 | 7/7/2026 | 75 | 315,152 | 13F-HR | Trinity Wealth Management, LLC |
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 34.23 K | 10.9% | 4.093 K | 0 | 4.093 K |
| ETFs | 274.5 K | 87.0% | 0 | 3.867 K | -3.867 K |
| Debt | 6.686 K | 2.1% | 6 | 0 | 6 |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
315,394
Holdings
90
QoQ value change ($000)
242
(0.1%)
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.