Notify me when Trinity Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 68 | $271,483,889 | +$31,407,731 | -$24,599,892 | +$6,807,839 | SPAB, QQQ, QUAL, SIZE, MTUM | 13F-HR | 15 Jan 2026, 17:27 |
| Q3 2025 | 67 | $266,723,270 | +$19,080,496 | -$15,824,763 | +$3,255,733 | SPAB, QQQ, QUAL, MTUM, SIZE | 13F-HR | 07 Oct 2025, 21:05 |
| Q2 2025 | 63 | $251,953,531 | +$37,856,066 | -$21,269,923 | +$16,586,143 | SPAB, MTUM, QQQ, SIZE, QUAL | 13F-HR | 11 Jul 2025, 17:02 |
| Q1 2025 | 53 | $219,025,144 | +$6,083,966 | -$4,447,880 | +$1,636,086 | SPAB, MTUM, QQQ, QUAL, SIZE | 13F-HR | 10 Apr 2025, 17:16 |
| Q4 2024 | 56 | $220,980,665 | +$14,163,979 | -$8,575,201 | +$5,588,778 | SPAB, QQQ, QUAL, MTUM, SIZE | 13F-HR | 23 Jan 2025, 18:07 |
| Q3 2024 | 55 | $218,024,660 | +$21,641,096 | -$12,593,813 | +$9,047,283 | SPAB, QQQ, QUAL, MTUM, SIZE | 13F-HR | 18 Oct 2024, 13:51 |
| Q2 2024 | 47 | $200,481,058 | +$10,245,198 | -$5,944,163 | +$4,301,035 | SPAB, QQQ, MTUM, QUAL, SIZE | 13F-HR | 15 Jul 2024, 15:24 |
| Q1 2024 | 46 | $193,743,755 | +$22,672,642 | -$7,630,791 | +$15,041,851 | SPAB, MTUM, QUAL, QQQ, SIZE | 13F-HR | 17 Apr 2024, 18:44 |
| Q4 2023 | 45 | $167,077,914 | +$14,626,758 | -$21,155,897 | -$6,529,139 | SPAB, QQQ, SIZE, QUAL, MTUM | 13F-HR | 18 Jan 2024, 09:45 |
| Q3 2023 | 43 | $161,276,923 | +$10,820,495 | -$2,499,944 | +$8,320,551 | SPAB, QQQ, QUAL, SIZE, MTUM | 13F-HR | 10 Oct 2023, 21:30 |
| Q2 2023 | 43 | $163,664,276 | +$10,230,718 | -$2,777,276 | +$7,453,442 | QQQ, QUAL, SPAB, SIZE, MTUM | 13F-HR | 14 Jul 2023, 10:54 |
| Q1 2023 | 39 | $152,409,204 | +$18,917,541 | -$334,880 | +$18,582,661 | QQQ, SPAB, QUAL, SIZE, MTUM | 13F-HR | 12 Apr 2023, 21:55 |
| Q4 2022 | 41 | $140,496,661 | +$17,343,218 | -$4,188,131 | +$13,155,087 | SPAB, SIZE, QUAL, MTUM, QQQ | 13F-HR | 23 Jan 2023, 20:37 |
| Q3 2022 | 35 | $124,837,000 | +$7,022,599 | -$2,536,664 | +$4,485,935 | QQQ, SIZE, MTUM, QUAL, USMV | 13F-HR | 13 Oct 2022, 20:16 |
| Q2 2022 | 37 | $128,234,000 | +$12,472,179 | -$1,722,558 | +$10,749,621 | QQQ, QUAL, SIZE, MTUM, SPAB | 13F-HR | 13 Jul 2022, 13:16 |
| Q1 2022 | 40 | $142,260,000 | +$17,627,146 | -$10,680,732 | +$6,946,414 | QQQ, QUAL, SIZE, MTUM, SPAB | 13F-HR | 20 Apr 2022, 20:40 |
| Q4 2021 | 36 | $145,357,000 | +$9,371,437 | -$793,108 | +$8,578,329 | SPAB, QQQ, QUAL, SIZE, MTUM | 13F-HR | 01 Feb 2022, 20:27 |
| Q3 2021 | 36 | $132,160,000 | +$16,442,974 | -$11,504,608 | +$4,938,366 | SPAB, MTUM, QUAL, SIZE, QQQ | 13F-HR | 28 Oct 2021, 15:44 |
| Q2 2021 | 28 | $127,896,000 | +$10,218,284 | -$4,017,675 | +$6,200,609 | SPAB, QUAL, QQQ, MTUM, SIZE | 13F-HR | 26 Jul 2021, 18:57 |
| Q1 2021 | 26 | $115,251,000 | +$13,956,590 | -$9,935,346 | +$4,021,244 | SPAB, QUAL, SIZE, QQQ, IAGG | 13F-HR | 20 May 2021, 17:09 |
| Q4 2020 | 23 | $110,026,000 | +$35,909,192 | -$80,213 | +$35,828,979 | SPAB, IAGG, QQQ, VGSH, QUAL | 13F-HR | 08 Feb 2021, 19:11 |
| Q2 2020 | 21 | $71,774,000 | +$3,919,603 | -$15,907,410 | -$11,987,807 | SPAB, IAGG, MTUM, SIZE, QUAL | 13F-HR | 05 Aug 2020, 10:38 |
| Q1 2020 | 22 | $76,355,000 | +$4,431,362 | -$11,550,670 | -$7,119,308 | SPAB, IAGG, QUAL, SIZE, MTUM | 13F-HR | 11 May 2020, 12:02 |
| Q4 2019 | 26 | $99,586,000 | $0 | QUAL, SIZE, MTUM, SPAB, USMV | 13F-HR | 26 Feb 2020, 12:02 |