Trinity Legacy Partners, LLC
CIK 0001652529 · HOUSTON, TX · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$500.5M
2026 Q2
Positions
110
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
30.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
JCPB
J P MORGAN EXCHANGE TRADED F
4.1%
SCHX
SCHWAB STRATEGIC TR
3.5%
AAPL
APPLE INC
3.5%
SCHM
SCHWAB STRATEGIC TR
3.4%
NVDA
NVIDIA CORPORATION
3.1%
PANW
PALO ALTO NETWORKS INC
3.0%
JEPI
J P MORGAN EXCHANGE TRADED F
2.8%
VIS
VANGUARD WORLD FD
2.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.