StockDriftsStockDriftsTop 50 Trinity Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPAB | SPDR SERIES TRUST | 12.76% | 1.36M | $34.8M | +7.19%(+90.98K) | $26.71(-4.63%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 7.19% | 33.9K | $19.6M | -21.74%(-9.42K) | $352.31(+93.47%) | 2026-03-31 | |
| QUAL | ISHARES TR | 6.5% | 92.2K | $17.7M | -2.26%(-2.13K) | $108.39(+91.44%) | 2026-03-31 | |
| SIZE | ISHARES TR | 6.49% | 110.9K | $17.7M | -1.27%(-1.43K) | $105.31(+62.44%) | 2026-03-31 | |
| IAGG | ISHARES TR | 6.21% | 337.7K | $16.9M | +5.75%(+18.36K) | $51.86(-3.84%) | 2026-03-31 | |
| MTUM | ISHARES TR | 6.19% | 70.2K | $16.8M | -0.20%(-141) | $150.99(+92.79%) | 2026-03-31 | |
| IXUS | ISHARES TR | 5.73% | 179.9K | $15.6M | +6.18%(+10.47K) | $66.13(+41.70%) | 2026-03-31 | |
| USMV | ISHARES TR | 5.7% | 167.5K | $15.5M | -0.31%(-522) | $70.86(+33.31%) | 2026-03-31 | |
| IHDG | WISDOMTREE TR | 4.24% | 239.6K | $11.5M | -18.76%(-55.32K) | $39.55(+25.56%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 2.81% | 99.9K | $7.6M | -0.30%(-300) | $47.73(+78.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.02% | +33.18% |
| Top 20 Holdings Unweighted | +9.55% | +31.46% |
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