Trinity Wealth Management, LLC
Trinity Wealth Management, LLC reported 75 positions worth $315.2M as of June 30, 2026 (13F filed July 7, 2026). Largest holding: SPAB (10.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPAB | SH | $32.1M | 10.18% | 1,257,417 | — | — | |
| ▸ 2 | MTUM | SH | $30.8M | 9.76% | 89,744 | — | — | |
| ▸ 3 | QQQ | SH | $24.1M | 7.65% | 32,722 | — | — | |
| ▸ 4 | QUAL | SH | $18.1M | 5.76% | 82,694 | — | — | |
| ▸ 5 | SIZE | SH | $17.8M | 5.64% | 99,753 | — | — | |
| ▸ 6 | IXUS | SH | $15.9M | 5.05% | 166,651 | — | — | |
| ▸ 7 | USMV | SH | $14.9M | 4.73% | 154,469 | — | — | |
| ▸ 8 | IAGG | SH | $12.7M | 4.02% | 250,098 | — | — | |
| ▸ 9 | IHDG | SH | $12.5M | 3.98% | 239,282 | — | — | |
| ▸ 10 | RPG | SH | $10.8M | 3.43% | 169,218 | — | — |
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Frequently Asked Questions
What stocks does Trinity Wealth Management, LLC hold as of Q2 2026?
Trinity Wealth Management, LLC reported 75 positions worth $315.2M in its Q2 2026 13F filing. Largest positions: SPAB (10.2%), MTUM (9.8%), QQQ (7.6%), QUAL (5.8%) and SIZE (5.6%).
What did Trinity Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Trinity Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.