Trinity Wealth Management, LLC - Portfolio overview

Trinity Wealth Management, LLC has 80 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. SPAB - SPDR SERIES TRUST, 11.71%
2. QQQ - INVESCO QQQ TR, 6.60%
3. QUAL - ISHARES TR, 5.96%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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