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