Trinity Legacy Partners, LLC Portfolio Holdings
Trinity Legacy Partners, LLC
- $444 Million
- Q4 2025
Trinity Legacy Partners, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $444 Million distributed in 97 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Service Now, Inc. with a value of $29.8M, J P Morgan Exchange Traded Fd with a value of $17.3M, Schwab Strategic Tr Us Large C with a value of $16.1M, Nvidia Corp with a value of $15.5M, and Schwab Strategic U.S. Mid Cap with a value of $14.1M.
Examining the 13F form we can see an increase of $23.5M in the current position value, from $421M to 444M.
Below you can find more details about Trinity Legacy Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$444 Million
ETFs: $169 Million
Technology: $81.8 Million
Financial Services: $44.1 Million
Healthcare: $28.1 Million
Industrials: $25.9 Million
Energy: $21.1 Million
Consumer Cyclical: $19.5 Million
Consumer Defensive: $18 Million
Other: $37.3 Million