Trinity Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Berwyn, PA
CIK
0001685364
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 55 218,024 SPAB, QQQ, QUAL, MTUM 13F-HR 10/18/2024 000108514624004992
Q2 2024 47 200,481 SPAB, QQQ, MTUM, QUAL 13F-HR 7/15/2024 000108514624002980
Q1 2024 46 193,743 SPAB, MTUM, QUAL, QQQ 13F-HR 4/17/2024 000108514624001899
Q4 2023 45 167,077 SPAB, QQQ, SIZE, QUAL 13F-HR 1/18/2024 000108514624000295
Q3 2023 43 161,276 SPAB, QQQ, QUAL, SIZE 13F-HR 10/10/2023 000108514623003689
Q2 2023 43 163,664 QQQ, QUAL, SPAB, SIZE 13F-HR 7/14/2023 000108514623002713
Q1 2023 39 152,409 QQQ, SPAB, QUAL, SIZE 13F-HR 4/12/2023 000108514623001664
Q4 2022 41 140,496 SPAB, SIZE, QUAL, MTUM 13F-HR 1/23/2023 000108514623000319
Q3 2022 35 124,837 QQQ, SIZE, MTUM, QUAL 13F-HR 10/13/2022 000108514622003403
Q2 2022 37 128,234 QQQ, QUAL, SIZE, MTUM 13F-HR 7/13/2022 000108514622002358
Q1 2022 40 142,260 QQQ, QUAL, SIZE, MTUM 13F-HR 4/20/2022 000108514622001471
Q4 2021 36 145,357 SPAB, QQQ, QUAL, SIZE 13F-HR 2/1/2022 000108514622000444
Q3 2021 36 132,160 SPAB, MTUM, QUAL, SIZE 13F-HR 10/28/2021 000108514621002932
Q2 2021 28 127,896 SPAB, QUAL, QQQ, MTUM 13F-HR 7/26/2021 000108514621002086
Q1 2021 26 115,251 SPAB, QUAL, SIZE, QQQ 13F-HR 5/20/2021 000108514621001813
Q4 2020 23 110,026 SPAB, IAGG, QQQ, VGSH 13F-HR 2/9/2021 000108514621000520
Q2 2020 21 71,774 SPAB, IAGG, MTUM, SIZE 13F-HR 8/5/2020 000108514620002002
Q1 2020 22 76,355 SPAB, IAGG, QUAL, SIZE 13F-HR 5/11/2020 000108514620001390
Q4 2019 26 99,586 QUAL, SIZE, MTUM, SPAB 13F-HR 2/26/2020 000108514620000967