Trinity Legacy Partners, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $421 Million distributed in 98 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 $16.6M, Schwab Strategic Tr Us Large C with a value of $16M, Nvidia Corp with a value of $15.7M, J P Morgan Exchange Traded Fd with a value of $14.9M, and Schwab Strategic U.S. Mid Cap with a value of $14.2M.
Examining the 13F form we can see an increase of $23.6M in the current position value, from $397M to 421M.
Below you can find more details about Trinity Legacy Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$421 Million
ETFs: $173 Million
Technology: $57.7 Million
Financial Services: $45.8 Million
Industrials: $28.8 Million
Healthcare: $24.9 Million
Energy: $20.4 Million
Consumer Cyclical: $19.3 Million
Consumer Defensive: $17.6 Million
Other: $33.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
