Trinity Wealth Management, LLC

Institutional manager (13F) · CIK 1685364

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $267M

#	Issuer	Value	Shares
1	SPDR SERIES TRUST	$35M	1,356,451
2	INVESCO QQQ TR	$20M	33,923
3	ISHARES TR	$18M	92,247
4	ISHARES TR	$18M	110,863
5	ISHARES TR	$17M	337,696
6	ISHARES TR	$17M	70,208
7	ISHARES TR	$16M	179,929
8	ISHARES TR	$16M	167,481
9	WISDOMTREE TR	$12M	239,554
10	SPDR SERIES TRUST	$8M	99,922
11	ISHARES TR	$7M	122,729
12	INVESCO EXCHANGE TRADED FD T	$7M	143,060
13	ISHARES TR	$6M	264,712
14	SPDR SERIES TRUST	$5M	64,097
15	SELECT SECTOR SPDR TR	$5M	35,924
16	BLACKROCK ETF TRUST	$5M	78,095
17	CAPITAL GRP FIXED INCM ETF T	$4M	142,441
18	ISHARES INC	$4M	43,925
19	VANGUARD INTL EQUITY INDEX F	$4M	44,129
20	ISHARES TR	$4M	33,081
21	SPDR INDEX SHS FDS	$3M	63,831
22	VANGUARD INDEX FDS	$3M	8,627
23	APPLE INC	$3M	10,834
24	JOHNSON & JOHNSON	$3M	11,069
25	INVESCO EXCH TRADED FD TR II	$3M	36,539
26	VANGUARD STAR FDS	$2M	31,886
27	ISHARES TR	$2M	3,589
28	CAPITAL GROUP GROWTH ETF	$2M	53,242
29	CAPITAL GROUP DIVIDEND VALUE	$2M	41,951
30	INVESCO EXCH TRADED FD TR II	$2M	6,919
31	CAPITAL GRP FIXED INCM ETF T	$2M	72,666
32	HUBBELL INC	$2M	3,202
33	ISHARES TR	$1M	31,594
34	VANGUARD CHARLOTTE FDS	$1M	27,765
35	PACER FDS TR	$1M	38,128
36	MICROSOFT CORP	$1M	3,074
37	VANGUARD BD INDEX FDS	$1M	15,188
38	INVESCO EXCH TRADED FD TR II	$1M	9,710
39	INVESCO EXCHANGE TRADED FD T	$1M	5,608
40	SPDR SERIES TRUST	$1M	18,038
41	INVESCO EXCHANGE TRADED FD T	$1M	14,081
42	SPDR INDEX SHS FDS	$1M	21,496
43	CAPITAL GROUP INTL FOCUS EQT	$945k	32,044
44	CAPITAL GROUP EQUITY ETF TR	$819k	27,901
45	ISHARES TR	$785k	7,372
46	WISDOMTREE TR	$775k	17,827
47	ISHARES TR	$670k	7,061
48	CONSTELLATION ENERGY CORP	$550k	1,969
49	CAPITAL GROUP DIVIDEND GROWE	$471k	13,132
50	INTERNATIONAL BUSINESS MACHS	$402k	1,657

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.