Institutions / Trinity Legacy Partners, LLC
Trinity Legacy Partners, LLC
CIK 1652529 · Institution · as of Dec 31, 2025
Portfolio value
$435.94M
Positions
97
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 97 →
| Company | Value | % of portfolio |
|---|---|---|
| J P Morgan Exchange Traded F | $17.30M | 4.0% |
| Schwab Strategic Tr | $16.37M | 3.8% |
| NVIDIA Corp | $15.49M | 3.6% |
| Schwab Strategic Tr | $14.57M | 3.3% |
| J P Morgan Exchange Traded F | $13.48M | 3.1% |
| Vanguard World Fd | $12.10M | 2.8% |
| Apple Inc. | $12.02M | 2.8% |
| Main Street Capital CORPMAIN | $11.56M | 2.7% |
| Alphabet Inc. | $11.38M | 2.6% |
| First Tr Exchng Traded Fd VI | $10.99M | 2.5% |
| Invesco Exchange Traded Fd T | $10.29M | 2.4% |
| First Tr Exch Traded Fd III | $10.27M | 2.4% |
| Invesco Exch Trd Slf Idx Fd | $9.19M | 2.1% |
| Microsoft Corp | $9.06M | 2.1% |
| Invesco Exch Traded Fd Tr II | $8.07M | 1.9% |
| Johnson & Johnson | $7.57M | 1.7% |
| Warren E. Buffett | $7.45M | 1.7% |
| Waste Management Inc | $7.22M | 1.7% |
| JPMORGAN CHASE & CO | $7.02M | 1.6% |
| Insperity, Inc. | $6.93M | 1.6% |
| Amazon.com Inc | $6.53M | 1.5% |
| Vanguard World Fd | $6.44M | 1.5% |
| TJX Cos Inc/The | $6.27M | 1.4% |
| American Express Co | $6.02M | 1.4% |
| Exxon Mobil Corp | $6.00M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.