§ 13F · FUND PROFILE
Trinity Legacy Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $434M (13F)Positions · 98Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | JCPB | J P MORGAN EXCHANGE TRADED F | 393K | $19M | 4.0% | +8% |
| 2 | SCHX | SCHWAB STRATEGIC TR | 617K | $17M | 3.7% | +1% |
| 3 | NVDA | NVIDIA CORPORATION | 83K | $16M | 3.6% | ±0% |
| 4 | SCHM | SCHWAB STRATEGIC TR | 493K | $16M | 3.5% | +2% |
| 5 | JEPI | J P MORGAN EXCHANGE TRADED F | 237K | $14M | 3.0% | +1% |
| 6 | AAPL | APPLE INC | 52K | $14M | 2.9% | +19% |
| 7 | VIS | VANGUARD WORLD FD | 40K | $14M | 2.9% | −1% |
| 8 | MMSC | FIRST TR EXCHNG TRADED FD VI | 460K | $12M | 2.6% | ±0% |
| 9 | GOOG | ALPHABET INC | 36K | $12M | 2.6% | ±0% |
| 10 | MAIN | MAIN STR CAP CORP | 203K | $11M | 2.5% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRINITY SIGNAL
AC read
Trinity Legacy Partners, LLC is a Other fund managing $434 million in assets. The fund runs a portfolio of 98 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed