0001085146-20-002002.txt : 20200805 0001085146-20-002002.hdr.sgml : 20200805 20200805103853 ACCESSION NUMBER: 0001085146-20-002002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200805 DATE AS OF CHANGE: 20200805 EFFECTIVENESS DATE: 20200805 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Trinity Wealth Management, LLC CENTRAL INDEX KEY: 0001685364 IRS NUMBER: 743231526 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20184 FILM NUMBER: 201076160 BUSINESS ADDRESS: STREET 1: 1000 WESTLAKES DRIVE STREET 2: SUITE 275 CITY: BERWYN STATE: PA ZIP: 19312 BUSINESS PHONE: 6102962020 MAIL ADDRESS: STREET 1: 1000 WESTLAKES DRIVE STREET 2: SUITE 275 CITY: BERWYN STATE: PA ZIP: 19312 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001685364 XXXXXXXX 06-30-2020 06-30-2020 false Trinity Wealth Management, LLC
1000 Westlakes Drive Suite 275 Berwyn PA 19312
13F HOLDINGS REPORT 028-20184 N
J. Charles Mann Chief Compliance Officer 610-296-2020 /s/ J. Charles Mann Berwyn PA 07-31-2020 0 21 71774
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 934 18806 SH SOLE 0 0 18806 AMAZON COM INC COM 023135106 223 81 SH SOLE 0 0 81 INVESCO EXCHANGE TRADED FD T DWA MOMENTUM 46137V837 305 4526 SH SOLE 0 0 4526 ISHARES TR USA MOMENTUM FCT 46432F396 6700 51147 SH SOLE 0 0 51147 SPDR SER TR PORTFOLIO AGRGTE 78464A649 15088 488920 SH SOLE 0 0 488920 APPLE INC COM 037833100 584 1602 SH SOLE 0 0 1602 ISHARES TR USA SIZE FACTOR 46432F370 6566 74968 SH SOLE 0 0 74968 ISHARES TR CORE MSCI TOTAL 46432F834 3324 60971 SH SOLE 0 0 60971 ISHARES TR USA QUALITY FCTR 46432F339 6535 68126 SH SOLE 0 0 68126 MICROSOFT CORP COM 594918104 524 2573 SH SOLE 0 0 2573 ISHARES TR CORE S&P500 ETF 464287200 574 1853 SH SOLE 0 0 1853 ISHARES TR MSCI MIN VOL ETF 46429B697 5236 86355 SH SOLE 0 0 86355 SPDR SER TR PORTFOLIO S&P500 78464A854 1914 52804 SH SOLE 0 0 52804 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 2289 65249 SH SOLE 0 0 65249 INVESCO QQQ TR UNIT SER 1 46090E103 3987 16103 SH SOLE 0 0 16103 SPDR SER TR PORTFOLI S&P1500 78464A805 376 9947 SH SOLE 0 0 9947 ISHARES TR CORE INTL AGGR 46435G672 9180 164863 SH SOLE 0 0 164863 HUBBELL INC COM 443510607 440 3513 SH SOLE 0 0 3513 ISHARES U S ETF TR SHT MAT BD ETF 46431W507 6005 120067 SH SOLE 0 0 120067 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 507 18344 SH SOLE 0 0 18344 SPDR SER TR PORTFOLIO S&P600 78468R853 483 18163 SH SOLE 0 0 18163