Trinity Legacy Partners, LLC Portfolio Holdings

Trinity Legacy Partners, LLC

  • $421 Million
  • Q3 2025

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.67 Million 0.87% of portfolio
299,178
Q3 2025 Added 0.8%
$35.5M
$67,000 0.02% of portfolio
231,691
Q1 2025 Added 3.58%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $421 Million
  • Prior Value $397 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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