Trinity Wealth Management, LLC

Comprehensive Analysis of Trinity Wealth Management, LLC SEC 13F Filing

1. Portfolio Overview

Trinity Wealth Management, LLC manages a portfolio with a total value of $271.48 million as of December 31, 2025, spread across 68 holdings. This represents a significant growth period, with the portfolio value increasing by 30.9% (from $207.36 million) over the quarter ending September 30, 2025. The firm demonstrates a highly diversified, modern approach to asset management, relying ...