§ 13F · FUND PROFILE
Trinity Legacy Partners, LLC.
AUM · $500M (13F)Positions · 110Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | JCPB | J P MORGAN EXCHANGE TRADED F | 443K | $21M | 4.1% | +13% |
| 2 | SCHX | SCHWAB STRATEGIC TR | 600K | $18M | 3.5% | −3% |
| 3 | AAPL | APPLE INC | 53K | $18M | 3.5% | +1% |
| 4 | SCHM | SCHWAB STRATEGIC TR | 481K | $17M | 3.4% | −2% |
| 5 | NVDA | NVIDIA CORPORATION | 74K | $15M | 3.1% | −11% |
| 6 | PANW | PALO ALTO NETWORKS INC | 42K | $15M | 3.0% | +6% |
| 7 | JEPI | J P MORGAN EXCHANGE TRADED F | 244K | $14M | 2.8% | +3% |
| 8 | VIS | VANGUARD WORLD FD | 38K | $13M | 2.6% | −6% |
| 9 | MMSC | FIRST TR EXCHNG TRADED FD VI | 442K | $12M | 2.5% | −4% |
| 10 | MAIN | MAIN STR CAP CORP | 218K | $12M | 2.4% | +7% |
§ 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 $500 million in assets. The fund runs a portfolio of 110 positions.
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