Trinity Legacy Partners, LLC: 13F holdings
CIK 16525292026Q2
| Positions | 109 |
|---|
| Reported value | $500.5m |
|---|
| Filed | 2026-07-24 |
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Change since last quarter
| Positions | 109 (+3 vs prior quarter) |
|---|
| Reported value | $500.5m (+8.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| JCPB J P MORGAN EXCHANGE TRADED F | 443,210 | $20.6m | 4.1% |
| SCHX SCHWAB STRATEGIC TR | 599,762 | $17.8m | 3.5% |
| AAPL APPLE INC | 53,070 | $17.7m | 3.5% |
| SCHM SCHWAB STRATEGIC TR | 481,343 | $16.9m | 3.4% |
| NVDA NVIDIA CORPORATION | 74,045 | $15.4m | 3.1% |
| PANW PALO ALTO NETWORKS INC | 42,323 | $15.0m | 3.0% |
| JEPI J P MORGAN EXCHANGE TRADED F | 244,454 | $13.9m | 2.8% |
| VIS VANGUARD WORLD FD | 37,658 | $13.1m | 2.6% |
| FIRST TR EXCHNG TRADED FD VI | 441,921 | $12.3m | 2.5% |
| MAIN MAIN STR CAP CORP | 217,844 | $12.1m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1652529")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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