Trinity Wealth Management, LLC

Business address
899 Cassatt Road, Suite 120, Berwyn, PA, 19312
Top securities (13F)
SPAB, QQQ, QUAL, MTUM, SIZE, IAGG, USMV, IXUS, IHDG, XLK, SPLG, RPG, ILCG, IBTF, SPTM, DYNF, XLC, CGMU, MUB, and AAPL
State of incorporation
PA
Fiscal year end
31 December
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Trinity Wealth Management, LLC has filed 25 SEC EDGAR filings since 26 Feb 2020

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 08 Oct 2025 30 Sep 2025 028-20184
13F-HR Open Document Open Filing 11 Jul 2025 30 Jun 2025 028-20184
N-PX Open Document Open Filing 10 Jul 2025 30 Jun 2025 028-20184
13F-HR Open Document Open Filing 10 Apr 2025 31 Mar 2025 028-20184
13F-HR Open Document Open Filing 24 Jan 2025 31 Dec 2024 028-20184
13F-HR Open Document Open Filing 18 Oct 2024 30 Sep 2024 028-20184
N-PX Open Document Open Filing 22 Jul 2024 30 Jun 2024 028-20184
13F-HR Open Document Open Filing 15 Jul 2024 30 Jun 2024 028-20184
13F-HR Open Document Open Filing 18 Apr 2024 31 Mar 2024 028-20184
13F-HR Open Document Open Filing 18 Jan 2024 31 Dec 2023 028-20184
13F-HR Open Document Open Filing 11 Oct 2023 30 Sep 2023 028-20184
13F-HR Open Document Open Filing 14 Jul 2023 30 Jun 2023 028-20184
13F-HR Open Document Open Filing 13 Apr 2023 31 Mar 2023 028-20184
13F-HR Open Document Open Filing 24 Jan 2023 31 Dec 2022 028-20184
13F-HR Open Document Open Filing 14 Oct 2022 30 Sep 2022 028-20184
13F-HR Open Document Open Filing 13 Jul 2022 30 Jun 2022 028-20184
13F-HR Open Document Open Filing 21 Apr 2022 31 Mar 2022 028-20184
13F-HR Open Document Open Filing 02 Feb 2022 31 Dec 2021 028-20184
13F-HR Open Document Open Filing 28 Oct 2021 30 Sep 2021 028-20184
13F-HR Open Document Open Filing 27 Jul 2021 30 Jun 2021 028-20184
13F-HR Open Document Open Filing 20 May 2021 31 Mar 2021 028-20184
13F-HR Open Document Open Filing 09 Feb 2021 31 Dec 2020 028-20184
13F-HR Open Document Open Filing 05 Aug 2020 30 Jun 2020 028-20184
13F-HR Open Document Open Filing 11 May 2020 31 Mar 2020 028-20184
13F-HR Open Document Open Filing 26 Feb 2020 31 Dec 2019 028-20184