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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$15.7 Million 3.73% of portfolio
84,158
Q3 2025 Reduced 8.68%
$4.4B
$12.1 Million 2.89% of portfolio
191,001
Q3 2025 Added 1.21%
$4.3T
$11.2 Million 2.66% of portfolio
44,018
Q3 2025 Added 1.39%
$3.78T
$9.65 Million 2.29% of portfolio
18,632
Q3 2025 Added 0.39%
$1.24B
$9.5 Million 2.26% of portfolio
193,076
Q3 2025 Reduced 3.98%
$1.74T
$9.05 Million 2.15% of portfolio
37,158
Q3 2025 Reduced 1.22%
$662B
$7.33 Million 1.74% of portfolio
14,578
Q3 2025 Added 8.39%
$85.9B
$7.14 Million 1.7% of portfolio
32,347
Q3 2025 Added 3.39%
$881B
$6.82 Million 1.62% of portfolio
21,633
Q3 2025 Added 1.12%
$522B
$6.82 Million 1.62% of portfolio
36,762
Q3 2025 Added 0.36%
$169B
$6.43 Million 1.53% of portfolio
6,988
Q3 2025 Added 2.46%
$404B
$6.26 Million 1.49% of portfolio
6,758
Q3 2025 Added 3.05%
$2.39T
$6.12 Million 1.45% of portfolio
27,888
Q3 2025 Added 1.15%
$303B
$6.02 Million 1.43% of portfolio
38,748
Q3 2025 Reduced 0.22%
$170B
$5.89 Million 1.4% of portfolio
40,757
Q3 2025 Added 1.46%
$128B
$5.87 Million 1.39% of portfolio
61,646
Q3 2025 Added 2.47%
$490B
$5.54 Million 1.32% of portfolio
49,146
Q3 2025 Added 3.49%
$346B
$5.57 Million 1.32% of portfolio
36,270
Q3 2025 Added 4.25%
$61.4B
$5.56 Million 1.32% of portfolio
27,327
Q3 2025 Added 1.82%
$533B
$5.43 Million 1.29% of portfolio
15,907
Q3 2025 Added 1.73%
$255B
$5.4 Million 1.28% of portfolio
16,257
Q3 2025 Added 0.38%
$306B
$4.99 Million 1.19% of portfolio
75,268
Q3 2025 Added 2.79%
$183B
$4.81 Million 1.14% of portfolio
17,053
Q3 2025 Added 4.56%
$45.6B
$4.82 Million 1.14% of portfolio
106,985
Q3 2025 Added 2.64%
$367B
$4.77 Million 1.13% of portfolio
11,765
Q3 2025 Added 2.89%
$265B
$4.65 Million 1.11% of portfolio
5,843
Q3 2025 Reduced 0.53%
$172B
$4.49 Million 1.07% of portfolio
102,179
Q3 2025 Added 2.53%
$22.6B
$4.31 Million 1.02% of portfolio
35,182
Q3 2025 Added 2.56%
$37.6B
$4.31 Million 1.02% of portfolio
64,286
Q3 2025 Added 4.8%
$70.1B
$4.25 Million 1.01% of portfolio
24,937
Q3 2025 Reduced 0.29%
$144B
$3.99 Million 0.95% of portfolio
8,716
Q3 2025 Added 3.38%
$26.6B
$3.94 Million 0.94% of portfolio
38,688
Q3 2025 Added 0.58%
$0
$3.67 Million 0.87% of portfolio
299,178
Q3 2025 Added 0.8%
$45.5B
$3.57 Million 0.85% of portfolio
20,663
Q3 2025 Reduced 0.19%
$187B
$3.39 Million 0.81% of portfolio
20,391
Q3 2025 New
$70.2B
$2.82 Million 0.67% of portfolio
90,096
Q2 2025 Reduced 0.06%
$224B
$2.55 Million 0.61% of portfolio
8,397
Q3 2025 Added 1.61%
$228B
$2.44 Million 0.58% of portfolio
18,235
Q3 2025 Added 5.4%
$971B
$2.45 Million 0.58% of portfolio
3,213
Q3 2025 Added 10.6%
$193B
$2.32 Million 0.55% of portfolio
5,179
Q3 2025 Added 4.27%
$291B
$1.9 Million 0.45% of portfolio
3,975
Q3 2025 Added 0.08%
$15.7B
$1.21 Million 0.29% of portfolio
4,800
Q4 2022 Reduced 31.43%
$1.65T
$685,000 0.16% of portfolio
2,819
Q3 2025 Added 1.99%
$61.6B
$584,000 0.14% of portfolio
20,646
Q3 2025 Added 0.35%
$38.8B
$577,000 0.14% of portfolio
18,060
Q3 2025 Added 0.89%
$204B
$553,000 0.13% of portfolio
3,942
Q3 2025 Reduced 28.09%
$3.29B
$445,000 0.11% of portfolio
22,500
Q1 2025 Reduced 10.0%
$123B
$425,000 0.1% of portfolio
852
Q3 2025 Added 4.41%
$74.3B
$360,000 0.09% of portfolio
1,793
Q1 2025 Reduced 17.56%

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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