0001085146-21-001813.txt : 20210520 0001085146-21-001813.hdr.sgml : 20210520 20210520170957 ACCESSION NUMBER: 0001085146-21-001813 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210520 DATE AS OF CHANGE: 20210520 EFFECTIVENESS DATE: 20210520 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: 21945360 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 03-31-2021 03-31-2021 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 05-04-2021 0 26 115251 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 275 89 SH SOLE 0 0 89 APPLE INC COM 037833100 974 7971 SH SOLE 0 0 7971 HUBBELL INC COM 443510607 656 3513 SH SOLE 0 0 3513 INTERNATIONAL BUSINESS MACHS COM 459200101 219 1644 SH SOLE 0 0 1644 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 1477 25406 SH SOLE 0 0 25406 INVESCO EXCHANGE TRADED FD T DWA MOMENTUM 46137V837 390 4582 SH SOLE 0 0 4582 INVESCO QQQ TR UNIT SER 1 46090E103 10868 34057 SH SOLE 0 0 34057 ISHARES TR CORE INTL AGGR 46435G672 10758 196096 SH SOLE 0 0 196096 ISHARES TR CORE MSCI TOTAL 46432F834 7536 107221 SH SOLE 0 0 107221 ISHARES TR CORE S&P500 ETF 464287200 683 1718 SH SOLE 0 0 1718 ISHARES TR MRGSTR MD CP GRW 464288307 501 1326 SH SOLE 0 0 1326 ISHARES TR MRGSTR SM CP GR 464288604 472 1570 SH SOLE 0 0 1570 ISHARES TR MSCI USA MIN VOL 46429B697 9800 141645 SH SOLE 0 0 141645 ISHARES TR MSCI USA MMENTM 46432F396 10332 64230 SH SOLE 0 0 64230 ISHARES TR MSCI USA QLT FCT 46432F339 11476 94239 SH SOLE 0 0 94239 ISHARES TR MSCI USA SZE FT 46432F370 11385 94809 SH SOLE 0 0 94809 JOHNSON & JOHNSON COM 478160104 263 1599 SH SOLE 0 0 1599 MICROSOFT CORP COM 594918104 827 3509 SH SOLE 0 0 3509 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 1155 32656 SH SOLE 0 0 32656 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 281 6413 SH SOLE 0 0 6413 SPDR SER TR PORTFOLI S&P1500 78464A805 876 17803 SH SOLE 0 0 17803 SPDR SER TR PORTFOLIO AGRGTE 78464A649 24318 820164 SH SOLE 0 0 820164 SPDR SER TR PORTFOLIO S&P500 78464A854 3002 64399 SH SOLE 0 0 64399 SPDR SER TR PORTFOLIO S&P600 78468R853 937 22169 SH SOLE 0 0 22169 VANGUARD INDEX FDS TOTAL STK MKT 922908769 369 1786 SH SOLE 0 0 1786 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 5421 131294 SH SOLE 0 0 131294