Trinity Wealth Management, LLC
All 13F Filings
- Location
- Berwyn, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 271,484
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| 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 | 238 K | 87.8% | 0 | 5.654 K | -5.654 K |
| ETFs | 25.6 K | 9.4% | 10.61 K | 0 | 10.61 K |
| Debt | 7.52 K | 2.8% | 0 | 186 | -186 |
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Fund Snapshot
Q4 2025
Latest filed
1/15/2026
Total value ($000)
271,484
Holdings
68
QoQ value change ($000)
4,761
(1.8%)
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.