Trinity Legacy Partners, LLC Portfolio Holdings

Trinity Legacy Partners, LLC

  • $444 Million
  • Q4 2025

Trinity Legacy Partners, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $444 Million distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Service Now, Inc. with a value of $29.8M, J P Morgan Exchange Traded Fd with a value of $17.3M, Schwab Strategic Tr Us Large C with a value of $16.1M, Nvidia Corp with a value of $15.5M, and Schwab Strategic U.S. Mid Cap with a value of $14.1M.

Examining the 13F form we can see an increase of $23.5M in the current position value, from $421M to 444M.

Below you can find more details about Trinity Legacy Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $444 Million
ETFs: $169 Million
Technology: $81.8 Million
Financial Services: $44.1 Million
Healthcare: $28.1 Million
Industrials: $25.9 Million
Energy: $21.1 Million
Consumer Cyclical: $19.5 Million
Consumer Defensive: $18 Million
Other: $37.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$53.8B
$361,000 0.08% of portfolio
1,680
Q4 2022 Reduced 0.3%
$388B
$326,000 0.07% of portfolio
1,357
Q4 2025 Reduced 0.29%
$74.3B
$329,000 0.07% of portfolio
1,793
Q1 2025 Reduced 17.56%
$19.3B
$253,000 0.06% of portfolio
2,667
Q4 2025 Reduced 0.89%
$28.9B
$275,000 0.06% of portfolio
2,995
Q4 2025 Reduced 1.25%
$111B
$260,000 0.06% of portfolio
771
Q2 2025 New
$94.5B
$286,000 0.06% of portfolio
832
Q4 2025 Reduced 2.23%
$270B
$259,000 0.06% of portfolio
3,431
Q4 2025 Reduced 0.23%
$266B
$213,000 0.05% of portfolio
720
Q2 2025 New
$111B
$208,000 0.05% of portfolio
480
Q1 2025 Reduced 7.16%
$237B
$227,000 0.05% of portfolio
1,488
Q3 2025 Added 0.81%
-
$0 0.0% of portfolio
-
Q4 2025 Added 2.25%

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $444 Million
  • Prior Value $421 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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