Trinity Legacy Partners, LLC 13F Holdings

CIK 0001652529 · HOUSTON, TX

As of Sep 30, 2025, Trinity Legacy Partners, LLC reported 98 positions worth $434.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology84,158 7.0M3.92%
JPMORGAN CORE PLUS BOND ETFJCPB—349,001 6.6M3.83%
SCHWAB US LARGE-CAP ETFSCHXEquity605,921 6.3M3.76%
JPMORGAN EQUITY PREMIUM INCOME ETFJEPI—261,306 4.9M3.42%
SCHWAB US MID-CAP ETFSCHMEquity477,408 4.1M3.25%
VANGUARD INDUSTRIALS INDEX FUNDVIS—40,013 2.0M2.77%
APPLE INCAAPLTechnology44,018 1.9M2.74%
MAIN STREET CAPITAL CORPMAINFinancial Services191,001 0.9M2.50%
ALPHABET INCGOOGEquity37,158 0.5M2.41%
FIRST TRUST EXCHANGE-TRADED FUND IIIFPE—569,708 0.5M2.41%
INVESCO RAFI US 1000 ETFPRF—217,016$9.9M2.28%
VANGUARD LONG-TERM BOND INDEX FUNDBLV—138,656$9.9M2.27%
MICROSOFT CORPMSFTTechnology18,632$9.6M2.22%
INVESCO EXCH TRD SLF IDX FDBSJU—344,380$9.0M2.06%
GLOBAL X US PREFERRED ETFPFFD—448,646$8.6M1.98%
INSPERITY INCNSPIndustrials193,076$8.5M1.96%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services14,578$7.0M1.60%
JOHNSON & JOHNSONJNJHealthcare36,762$6.9M1.60%
AMAZON.COM INCAMZNEquity27,888$6.8M1.57%
JPMORGAN CHASE & COJPMFinancial Services21,633$6.7M1.55%
VANGUARD INFORMATION TECHNOLOGY INDEX FUNDVGT—8,471$6.7M1.55%
WASTE MANAGEMENT INCWMIndustrials32,347$6.5M1.49%
SERVICENOW INCNOWTechnology6,988$6.4M1.48%
COSTCO WHOLESALE CORPCOSTConsumer Defensive6,758$6.2M1.42%
CHEVRON CORPCHVEnergy38,748$6.1M1.41%