Trinity Legacy Partners, LLC
CIK 1652529
13F filing for Q2 2026・No. 3,890
- Holdings
- US$500.47M
- Quarter change
- +US$38.61M
- Entries
- 110
- Net bought (estimate)
- +US$6.38M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 10
- Sold out 7
- Cut 45
- Added 45
- Corporate actions 0
- Unchanged 9
Largest holdings
109 stocks worth US$500.39M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED FCORE PLUS BD ETF | Added | 443,210 | US$20.63M | 4.12% |
| SCHWAB STRATEGIC TRUS LRG CAP ETF | Cut | 599,762 | US$17.76M | 3.55% |
| AAPLAppleCOM | Added | 53,070 | US$17.69M | 3.53% |
| SCHWAB STRATEGIC TRUS MID-CAP ETF | Cut | 481,343 | US$16.94M | 3.39% |
| NVDANvidiaCOM | Cut | 74,045 | US$15.36M | 3.07% |
| PANWPALO ALTO NETWORKS INCCOM | Added | 42,323 | US$14.98M | 2.99% |
| J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM | Added | 244,454 | US$13.93M | 2.78% |
| VANGUARD WORLD FDINDUSTRIAL ETF | Cut | 37,658 | US$13.06M | 2.61% |
| FIRST TR EXCHNG TRADED FD VIMULTI MGR SML CP | Cut | 441,921 | US$12.34M | 2.47% |
| MAIN STR CAP CORPCOM | Added | 217,844 | US$12.1M | 2.42% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 24, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.