Portfolio (Quarterly) Guide ↗

Trinity Wealth Management, LLC

· CIK 0001685364

13F Portfolio $272M AUM 72 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 7 New 35 Added 15 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	JPM	JPMORGAN CHASE & CO.	Financial Services	652	$210K	0.08%	SOLD
2	TSLA	TESLA INC	Consumer Cyclical	464	$209K	0.08%	SOLD
3	NVDA	NVIDIA CORPORATION	Technology	1,073	$200K	0.07%	SOLD

Sector Allocation

Financial Services 66.2%

Technology 14.4%

Healthcare 9.1%

Industrials 6.1%

Utilities 2.7%

Communication Services 1.6%