Trinity Wealth Management, LLC

Q1 2026 13F Holdings

Location
Berwyn, PA
Holdings as of
3/31/2026
Value
$272M
Value excl. options
$272M
Num holdings
72
Date filed
4/17/2026
Form type
13F-HR
Prev filing
1/15/2026
Next filing
7/7/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type