# EDGAR Filing Document

**Accession Number:** 0001685364
**File Stem:** 0001685364-26-000001
**Filing Date:** 2026-1
**Character Count:** 11636
**Document Hash:** abc77cd79cde6f118bdde37b97f71639
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001685364-26-000001.hdr.sgml**: 20260115

**ACCESSION NUMBER**: 0001685364-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260115

**DATE AS OF CHANGE**: 20260115

**EFFECTIVENESS DATE**: 20260115

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Trinity Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0001685364

**ORGANIZATION NAME:**
- **EIN:** 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:** 26537092

**BUSINESS ADDRESS:**
- **STREET 1:** 899 CASSATT ROAD
- **STREET 2:** SUITE 120
- **CITY:** BERWYN
- **STATE:** PA
- **ZIP:** 19312
- **BUSINESS PHONE:** 6102962020

**MAIL ADDRESS:**
- **STREET 1:** 899 CASSATT ROAD
- **STREET 2:** SUITE 120
- **CITY:** BERWYN
- **STATE:** PA
- **ZIP:** 19312

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Trinity Wealth Management LLC<br>**Address:** 899 CASSATT ROAD<br>SUITE 120<br>BERWYN, PA 19312

**Form 13F File Number:** 028-20184

**CRD Number (if applicable):** 000169216

**SEC File Number (if applicable):** 801-114053

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** J. Charles Mann<br>**Title:** Chief Compliance Officer<br>**Phone:** 610-296-2020

**Signature, Place, and Date of Signing:**

/s/ J. Charles Mann  Berwyn, PA  01-15-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 68

**Form 13F Information Table Value Total:** $271483889

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

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|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 303297 | 969 | SH |  | SOLE |  | 0 | 0 | 969 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 221857 | 707 | SH |  | SOLE |  | 0 | 0 | 707 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 3007571 | 11063 | SH |  | SOLE |  | 0 | 0 | 11063 |
| BLACKROCK ETF TRUST | ISHARES A I INNO | 09290C780 | BBG01Q9L3DJ3 | 219281 | 6585 | SH |  | SOLE |  | 0 | 0 | 6585 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | BBG00NNWBWQ2 | 4859996 | 79921 | SH |  | SOLE |  | 0 | 0 | 79921 |
| CAPITAL GROUP DIVIDEND GROWE | SHS ETF | 14021L109 | BBG01J9W2L17 | 425898 | 11950 | SH |  | SOLE |  | 0 | 0 | 11950 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | BBG015H8BXT5 | 1690221 | 38731 | SH |  | SOLE |  | 0 | 0 | 38731 |
| CAPITAL GROUP EQUITY ETF TR | US SMALL AND MID | 14022A102 | BBG01RL7XM41 | 679470 | 23560 | SH |  | SOLE |  | 0 | 0 | 23560 |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 14020X104 | BBG015DN3GR4 | 253638 | 7320 | SH |  | SOLE |  | 0 | 0 | 7320 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | BBG015DMY5P8 | 2016715 | 45350 | SH |  | SOLE |  | 0 | 0 | 45350 |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 | BBG015DN0WJ1 | 790078 | 26737 | SH |  | SOLE |  | 0 | 0 | 26737 |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | BBG014YZRRT5 | 1463608 | 64647 | SH |  | SOLE |  | 0 | 0 | 64647 |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 14020Y201 | BBG019XRCM29 | 3785449 | 138256 | SH |  | SOLE |  | 0 | 0 | 138256 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | BBG014KFRPJ9 | 671920 | 1902 | SH |  | SOLE |  | 0 | 0 | 1902 |
| EXELON CORP | COM | 30161N101 | BBG001SBJMT2 | 215117 | 4935 | SH |  | SOLE |  | 0 | 0 | 4935 |
| HUBBELL INC | COM | 443510607 | BBG001S5S1L9 | 1489789 | 3355 | SH |  | SOLE |  | 0 | 0 | 3355 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | BBG001S5S399 | 495177 | 1672 | SH |  | SOLE |  | 0 | 0 | 1672 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | BBG00XS6PBW6 | 1810907 | 7160 | SH |  | SOLE |  | 0 | 0 | 7160 |
| INVESCO EXCH TRADED FD TR II | S 500 MOMNTM | 46138E339 | BBG00B59HSJ0 | 827961 | 6939 | SH |  | SOLE |  | 0 | 0 | 6939 |
| INVESCO EXCH TRADED FD TR II | S LOW VOL | 46138E354 | BBG001V18CG8 | 2392713 | 33502 | SH |  | SOLE |  | 0 | 0 | 33502 |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRIGHT MO | 46137V837 | BBG001SJ09N0 | 400896 | 3444 | SH |  | SOLE |  | 0 | 0 | 3444 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 | BBG00KJR2NN7 | 775052 | 4046 | SH |  | SOLE |  | 0 | 0 | 4046 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 | BBG001SDTVQ0 | 767461 | 10226 | SH |  | SOLE |  | 0 | 0 | 10226 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 26628536 | 43347 | SH |  | SOLE |  | 0 | 0 | 43347 |
| ISHARES INC | MSCI JAPAN ETF | 46434G822 | BBG001S8SYN9 | 3598340 | 44567 | SH |  | SOLE |  | 0 | 0 | 44567 |
| ISHARES TR | CORE INTL AGGR | 46435G672 | BBG00BDV2SQ0 | 15969977 | 319336 | SH |  | SOLE |  | 0 | 0 | 319336 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 | BBG003H6TMV7 | 14342939 | 169458 | SH |  | SOLE |  | 0 | 0 | 169458 |
| ISHARES TR | CORE S ETF | 464287200 | BBG001SFB7R6 | 2458250 | 3589 | SH |  | SOLE |  | 0 | 0 | 3589 |
| ISHARES TR | HDG MSCI EAFE | 46434V803 | BBG005XKVF72 | 1322817 | 31983 | SH |  | SOLE |  | 0 | 0 | 31983 |
| ISHARES TR | IBOND DEC 2030 | 46436E593 | BBG00VYKY6D4 | 345740 | 17422 | SH |  | SOLE |  | 0 | 0 | 17422 |
| ISHARES TR | IBONDS 26 TRM TS | 46436E858 | BBG00RYR3RM6 | 5910672 | 258390 | SH |  | SOLE |  | 0 | 0 | 258390 |
| ISHARES TR | IBONDS 27 TRM TS | 46436E841 | BBG00RYR47N8 | 340465 | 15152 | SH |  | SOLE |  | 0 | 0 | 15152 |
| ISHARES TR | IBONDS 28 TRM TS | 46436E833 | BBG00RYR4L11 | 344130 | 15387 | SH |  | SOLE |  | 0 | 0 | 15387 |
| ISHARES TR | IBONDS 29 TRM TS | 46436E825 | BBG00RYR4R90 | 343834 | 15668 | SH |  | SOLE |  | 0 | 0 | 15668 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 | BBG00DST7FD2 | 235225 | 9708 | SH |  | SOLE |  | 0 | 0 | 9708 |
| ISHARES TR | MBS ETF | 464288588 | BBG001SSD8B1 | 659779 | 6929 | SH |  | SOLE |  | 0 | 0 | 6929 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | BBG001SK77D5 | 6569249 | 120074 | SH |  | SOLE |  | 0 | 0 | 120074 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 | BBG0025X2G81 | 15819137 | 168003 | SH |  | SOLE |  | 0 | 0 | 168003 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 | BBG004FPV022 | 17608992 | 70349 | SH |  | SOLE |  | 0 | 0 | 70349 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | BBG004TRTWW3 | 18745557 | 94379 | SH |  | SOLE |  | 0 | 0 | 94379 |
| ISHARES TR | MSCI USA SZE FT | 46432F370 | BBG004FPV969 | 18143401 | 112294 | SH |  | SOLE |  | 0 | 0 | 112294 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | BBG001SZV978 | 2884258 | 26928 | SH |  | SOLE |  | 0 | 0 | 26928 |
| ISHARES TR | S 500 VAL ETF | 464287408 | BBG001S561K4 | 229460 | 1082 | SH |  | SOLE |  | 0 | 0 | 1082 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | BBG001SLS4Q3 | 786592 | 7372 | SH |  | SOLE |  | 0 | 0 | 7372 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 2265456 | 10947 | SH |  | SOLE |  | 0 | 0 | 10947 |
| JPMORGAN CHASE  CO. | COM | 46625H100 | BBG001S8CRC3 | 210087 | 652 | SH |  | SOLE |  | 0 | 0 | 652 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 1483990 | 3069 | SH |  | SOLE |  | 0 | 0 | 3069 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 200115 | 1073 | SH |  | SOLE |  | 0 | 0 | 1073 |
| PACER FDS TR | SWAN SOS FD OF | 69374H568 | BBG00YPGN435 | 1227764 | 37976 | SH |  | SOLE |  | 0 | 0 | 37976 |
| PARKER-HANNIFIN CORP | COM | 701094104 | BBG001S5V554 | 263688 | 300 | SH |  | SOLE |  | 0 | 0 | 300 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 | BBG001S7TCZ5 | 9253384 | 64273 | SH |  | SOLE |  | 0 | 0 | 64273 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | BBG001SRXRJ1 | 2826252 | 63640 | SH |  | SOLE |  | 0 | 0 | 63640 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | BBG001SRXRD7 | 996819 | 21295 | SH |  | SOLE |  | 0 | 0 | 21295 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A409 | BBG001SD7RB9 | 276887 | 2595 | SH |  | SOLE |  | 0 | 0 | 2595 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R853 | BBG004T58LZ5 | 243578 | 5198 | SH |  | SOLE |  | 0 | 0 | 5198 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A649 | BBG001STKD11 | 32585938 | 1265473 | SH |  | SOLE |  | 0 | 0 | 1265473 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A847 | BBG001SPT9T9 | 1028366 | 17758 | SH |  | SOLE |  | 0 | 0 | 17758 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A805 | BBG001SG6843 | 5282728 | 64033 | SH |  | SOLE |  | 0 | 0 | 64033 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | BBG001SPTB87 | 8039809 | 100222 | SH |  | SOLE |  | 0 | 0 | 100222 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 208670 | 464 | SH |  | SOLE |  | 0 | 0 | 464 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | BBG001SK7DK4 | 995797 | 13444 | SH |  | SOLE |  | 0 | 0 | 13444 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | BBG004N1LGK2 | 1101309 | 22792 | SH |  | SOLE |  | 0 | 0 | 22792 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | BBG001SHTB03 | 2570515 | 7667 | SH |  | SOLE |  | 0 | 0 | 7667 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | BBG009THVRX1 | 300432 | 5974 | SH |  | SOLE |  | 0 | 0 | 5974 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | BBG001T62M74 | 265988 | 4529 | SH |  | SOLE |  | 0 | 0 | 4529 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | BBG001TJR1D8 | 1898070 | 25160 | SH |  | SOLE |  | 0 | 0 | 25160 |
| WISDOMTREE TR | ITL HDG QTLY DIV | 97717X594 | BBG006G0J5J6 | 14348682 | 294876 | SH |  | SOLE |  | 0 | 0 | 294876 |
| WISDOMTREE TR | YIELD ENHANCD US | 97717X511 | BBG009KCY2C6 | 758143 | 17211 | SH |  | SOLE |  | 0 | 0 | 17211 |

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