Trinity Legacy Partners, LLC Portfolio Holdings

Trinity Legacy Partners, LLC

  • $397 Million
  • Q2 2025

Trinity Legacy Partners, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $397 Million distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $16.3M, Schwab Strategic Tr Us Large C with a value of $14.7M, J P Morgan Exchange Traded Fd with a value of $14.6M, Nvidia Corp with a value of $14.6M, and Schwab Strategic U.S. Mid Cap with a value of $13.2M.

Examining the 13F form we can see an increase of $15M in the current position value, from $382M to 397M.

Below you can find more details about Trinity Legacy Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $397 Million
ETFs: $161 Million
Technology: $55.8 Million
Financial Services: $42.7 Million
Industrials: $30.9 Million
Healthcare: $22.9 Million
Energy: $18.7 Million
Consumer Defensive: $18.2 Million
Consumer Cyclical: $17.6 Million
Other: $29.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$79.5B
$334,000 0.08% of portfolio
1,793
Q1 2025 Reduced 17.56%
$161B
$274,000 0.07% of portfolio
1,497
Q2 2025 Added 0.13%
$256B
$268,000 0.07% of portfolio
1,476
Q2 2025 Added 0.61%
$25.1B
$229,000 0.06% of portfolio
3,033
Q2 2025 Reduced 0.43%
$104B
$248,000 0.06% of portfolio
771
Q2 2025 New
$81.7B
$247,000 0.06% of portfolio
848
Q1 2025 Reduced 4.61%
$18B
$222,000 0.06% of portfolio
2,675
Q2 2025 Added 0.72%
$253B
$242,000 0.06% of portfolio
3,439
Q1 2025 Reduced 0.09%
$253B
$212,000 0.05% of portfolio
720
Q2 2025 New
$121B
$213,000 0.05% of portfolio
480
Q1 2025 Reduced 7.16%
$250B
$193,000 0.05% of portfolio
1,361
Q2 2025 New
$32.9M
$74,000 0.02% of portfolio
231,691
Q1 2025 Added 3.58%
-
$0 0.0% of portfolio
-
Q2 2025 Added 2.11%

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $397 Million
  • Prior Value $382 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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