Long-term investor

Trinity Wealth Management, LLC @trinitywealthmanagementl

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001685364).

Record

  • Tracked since 2025-06-30 (454 days), 67 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +898.6% · all +898.6%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78464A649 · 10.2% · long · since 2025-06-30
  • 46432F396 · 9.8% · long · since 2025-06-30
  • 46090E103 · 7.6% · long · since 2025-06-30
  • 46432F339 · 5.8% · long · since 2025-06-30
  • 46432F370 · 5.6% · long · since 2025-06-30
  • 46432F834 · 5.0% · long · since 2025-06-30
  • 46429B697 · 4.7% · long · since 2025-06-30
  • 46435G672 · 4.0% · long · since 2025-06-30
  • 97717X594 · 4.0% · long · since 2025-06-30
  • 46137V266 · 3.4% · long · since 2025-06-30
  • 81369Y803 · 2.9% · long · since 2025-06-30
  • 78464A854 · 2.9% · long · since 2025-06-30

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