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 Market Cap. of $10 Billions to $200 Billions
