account_balance

Investment manager · 13F filer · SEC CIK 1685364

Trinity Wealth Management, LLC

Reported value$315Mas of Sep 30, 2026
Positions90 19 new, 3 sold out
Top 10 weight54.5%SPAB alone is 10%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPAB SPDR Series Trust 9.9% Held
QQQ Invesco QQQ Tr 7.6% Held
MTUM iShares Tr 6.0% Trimmed −34%
QUAL iShares Tr 5.8% Held
SIZE iShares Tr 5.5% Held
IXUS iShares Tr 5.1% Held
USMV iShares Tr 4.8% Held
IAGG iShares Tr 3.9% Held
SPYM SPDR Series Trust 3.1% Added +6%
QQEW First Tr Exchange-Traded Fd 2.9% New
RPV Invesco Exchange Traded Fd T 2.8% New
HEFA iShares Tr 2.7% Added +485%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 7, 2026 filing
add_circleNew
  • QQEW $9.12M
  • RPV $8.96M
  • SPY $2.58M
  • VGK $2.56M
arrow_upwardAdded
  • HEFA +485%
  • MSFT +11%
  • PSFF +9%
  • CGCP +9%
arrow_downwardTrimmed
  • IHDG −72%
  • MTUM −34%
  • XLK −31%
  • HUBB −24%
remove_circleSold out
  • RPG $10.8M
  • XLI $2.62M
  • IBM $477K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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