Holdings
Trinity Wealth Management, LLC
As of Sep 30, 2026, Trinity Wealth Management, LLC reported 18 positions worth US$14.7M. Largest: Apple Inc, Johnson & Johnson and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 11,369 | US$3.79M | +103 | Sep 30, 2026 |
| Johnson & Johnson | 11,783 | US$3.12M | +841 | Sep 30, 2026 |
| Microsoft Corp. | 3,236 | US$1.66M | +325 | Sep 30, 2026 |
| Hubbell Inc | 2,438 | US$1.11M | −771 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 1,890 | US$648K | −134 | Sep 30, 2026 |
| Applied Materials, Inc. | 1,184 | US$605K | new | Sep 30, 2026 |
| Constellation Energy Corporation | 1,971 | US$501K | +2 | Sep 30, 2026 |
| Nvidia Corporation | 2,127 | US$486K | +373 | Sep 30, 2026 |
| Coca-cola Company (the) | 5,323 | US$458K | new | Sep 30, 2026 |
| Markel Group Inc. | 231 | US$396K | new | Sep 30, 2026 |