Trinity Wealth Management, LLC Purchases in Q4 2025

Trinity Wealth Management, LLC

  • $274 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
32.6K
+ 102.75%
$278.39 - $304.13 $9.07M - $9.91M
64.3K $18.5M
EEM
Ishares Msci Emerging Markets

ETFs
120K
New
$51.94 - $56.01 $6.24M - $6.73M
120K $6.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
9.01K
+ 26.25%
$589.5 - $635.77 $5.31M - $5.73M
43.3K $26.2M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
223K
+ 630.08%
$22.88 - $22.95 $5.1M - $5.12M
258K $5.92M
EWJ
Ishares Msci Japan ETF

ETFs
44.6K
New
$78.36 - $84.34 $3.49M - $3.76M
44.6K $3.74M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
10.1K
+ 11.19%
$76.84 - $80.86 $775K - $816K
100K $7.92M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
10.2K
+ 3.3%
$51.27 - $51.8 $523K - $529K
319K $16.5M
IHDG
Wisdomtree Tr

ETFs
3.25K
+ 1.11%
$45.93 - $48.13 $149K - $156K
295K $14M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
16.4K
+ 1.31%
$25.75 - $26.12 $422K - $428K
1.27M $32.6M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
17.4K
New
$19.82 - $20.01 $345K - $349K
17.4K $345K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.32K
+ 9.13%
$42.26 - $44.28 $225K - $236K
63.6K $2.78M
SPYG
Spdr Portfolio

ETFs
2.6K
New
$102.4 - $109.39 $266K - $284K
2.6K $271K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
9.71K
New
N/A
9.71K $230K
IVE
Ishares S&P 500 Value ETF

ETFs
1.08K
New
$202.52 - $212.07 $219K - $229K
1.08K $226K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
785
+ 12.31%
$242.67 - $261.79 $190K - $206K
7.16K $1.79M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.46K
+ 3.17%
$57.9 - $61.26 $142K - $151K
79.9K $4.79M
GOOG
Alphabet Inc.

Communication Services
707
New
$237.49 - $291.74 $168K - $206K
707 $201K
NVDA
Nvidia Corp

Technology
1.07K
New
$179.83 - $207.04 $193K - $222K
1.07K $200K
HEFA
Ishares Currency Hedged Msci E

ETFs
2.82K
+ 9.65%
$39.63 - $41.86 $112K - $118K
32K $1.32M
BNDX
Vanguard Total International B

ETFs
2.11K
+ 10.21%
$49.3 - $49.91 $104K - $105K
22.8K $1.13M
CGCP
Capital Group Core Plus Income

ETFs
4.5K
+ 7.48%
$22.64 - $22.98 $102K - $103K
64.6K $1.46M
VTI
Vanguard Total Stock Market Et

ETFs
256
+ 3.45%
$321.8 - $337.95 $82.4K - $86.5K
7.67K $2.53M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
777
+ 3.19%
$72.17 - $75.74 $56.1K - $58.8K
25.2K $1.89M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.72K
+ 8.78%
$45.45 - $48.31 $78.1K - $83K
21.3K $1.01M
SPMD
Spdr Portfolio

ETFs
1.71K
+ 10.64%
$55.44 - $58.05 $94.7K - $99.1K
17.8K $999K
CGDV
Capital Group Divid Value ETF

ETFs
1.16K
+ 3.08%
$41.33 - $43.47 $47.8K - $50.3K
38.7K $1.66M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.34K
+ 1.41%
$92.34 - $95.43 $216K - $224K
168K $15.8M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
710
+ 11.4%
$117.68 - $124.18 $83.6K - $88.2K
6.94K $817K
CGXU
Capital Group Intl Focus Equit

ETFs
1.28K
+ 5.02%
$29.32 - $31.03 $37.5K - $39.7K
26.7K $801K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
502
+ 5.16%
$72.21 - $75.0 $36.2K - $37.7K
10.2K $751K
GOOGL
Alphabet Inc.

Communication Services
17
+ 1.79%
$236.57 - $291.31 $4.02K - $4.95K
969 $267K
BND
Vanguard Bd Index Fd Inc Total

ETFs
507
+ 3.92%
$74.09 - $75.1 $37.6K - $38.1K
13.4K $997K
CGGR
Capital Group Growth ETF Shs C

ETFs
1.47K
+ 3.35%
$43.04 - $45.68 $63.3K - $67.1K
45.4K $1.96M
IBM
International Business Machines Corp

Technology
9
+ 0.54%
$275.97 - $314.98 $2.48K - $2.83K
1.67K $496K
RSP
Invesco S&P 500 Equal Weight E

ETFs
193
+ 5.01%
$185.12 - $192.11 $35.7K - $37.1K
4.05K $757K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
475
+ 10.06%
$44.53 - $47.25 $21.2K - $22.4K
5.2K $236K
VGSH
Vanguard

ETFs
314
+ 7.45%
$58.64 - $58.96 $18.4K - $18.5K
4.53K $265K
CEG
Constellation Energy Corp

Utilities
1
+ 0.05%
$335.74 - $401.43 $336 - $401
1.9K $643K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
309
+ 2.05%
$22.32 - $22.47 $6.9K - $6.94K
15.4K $343K
CGGO
Capital Group Global Growth Eq

ETFs
149
+ 2.08%
$33.63 - $35.51 $5.01K - $5.29K
7.32K $250K
SUB
Ishares Short Term National Mu

ETFs
32
+ 0.44%
$106.22 - $106.81 $3.4K - $3.42K
7.37K $785K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
84
+ 0.56%
$22.43 - $22.55 $1.88K - $1.89K
15.2K $340K
CGMU
Capital Group Core Plus Income
1.95K
+ 1.43%
N/A
138K $0
Blackrock ETF Trust
6.59K
New
N/A
6.59K $0
Capital Group Equity ETF Tr
949
+ 4.2%
N/A
23.6K $0
Capital Group Dividend Growe
589
+ 5.18%
N/A
12K $0
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.62%
$294.11 - $320.41 $1.18K - $1.28K
652 $195K
TSLA
Tesla, Inc.

Consumer Cyclical
6
+ 1.31%
$401.99 - $468.37 $2.41K - $2.81K
464 $189K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
180
+ 0.54%
$70.3 - $73.05 $12.7K - $13.1K
33.5K $2.41M
Activity Summary
Buys All Purchases 51 New Holdings 9 Increased Positions 42 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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