Institutional Investor · CIK 0001652529
TRINITY LEGACY PARTNERS, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
124
Total Value
$578.74M
Total Shares
7.62M
Latest Filing
Jul 24, 2026
CIK
0001652529
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
JPMorgan Core Plus Bond…(JCPB) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 443,210 | $20.63M | 0.1501% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 599,762 | $17.76M | 0.0246% | SH | — | View | |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-24 | 53,070 | $17.69M | 0.0004% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-24 | 53,070 | $17.69M | 0.0004% | SH | — | View |
Schwab U.S. Mid-Cap ETF(SCHM) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 481,343 | $16.94M | 0.1090% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 74,045 | $15.36M | 0.0003% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 74,045 | $15.36M | 0.0003% | SH | — | View |
Palo Alto Networks, Inc.(PANW) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-24 | 42,323 | $14.98M | 0.0052% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-24 | 244,454 | $13.93M | 0.0314% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 37,658 | $13.06M | 0.1437% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 441,921 | $12.34M | 38.2552% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 217,844 | $12.10M | 0.2343% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 210,581 | $11.51M | 0.1202% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 628,202 | $11.28M | 0.1764% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-24 | 28,022 | $11.24M | 0.0004% | SH | — | View |
Alphabet Inc.(GOOG) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-24 | 29,346 | $10.38M | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 387,313 | $10.01M | 5.4683% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 830,570 | $9.03M | 0.2317% | SH | — | View | |
| Industrials | Waste Management | 2026-06-30 | 2026-07-24 | 35,908 | $8.70M | 0.0090% | SH | — | View | |
ServiceNow, Inc.(NOW) | Technology | Software - Application | 2026-06-30 | 2026-07-24 | 79,138 | $8.23M | 0.0077% | SH | — | View |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-24 | 16,302 | $8.04M | 0.0008% | SH | — | View |
Johnson & Johnson(JNJ.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-24 | 31,986 | $8.00M | 0.0013% | SH | — | View |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-24 | 31,986 | $8.00M | 0.0013% | SH | — | View |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-24 | 22,274 | $7.64M | 0.0008% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-24 | 22,274 | $7.64M | 0.0008% | SH | — | View |
Insperity, Inc.(NSP) | Industrials | Staffing & Employment Services | 2026-06-30 | 2026-07-24 | 154,290 | $7.63M | 0.4040% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 65,097 | $7.44M | 0.0056% | SH | — | View | |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-24 | 28,730 | $7.18M | 0.0003% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-24 | 28,730 | $7.18M | 0.0003% | SH | — | View |
| Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-24 | 7,407 | $7.00M | 0.0017% | SH | — | View | |
Coca-Cola Company(CCC3.DE) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-24 | 81,736 | $6.94M | 0.0019% | SH | — | View |
| Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-24 | 45,576 | $6.90M | 0.0019% | SH | — | View | |
Amgen Inc.(4332.HK) | Healthcare | Biotechnology | 2026-06-30 | 2026-07-24 | 18,358 | $6.82M | 0.0034% | SH | — | View |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-24 | 46,713 | $6.82M | 0.0011% | SH | — | View |
Chevron Corporation(CVX) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-24 | 37,041 | $6.81M | 0.0019% | SH | — | View |
Visa Inc.(V) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-24 | 18,562 | $6.78M | 0.0010% | SH | — | View |
| Industrials | Integrated Freight & Logistics | 2026-06-30 | 2026-07-24 | 36,556 | $6.65M | 0.0279% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 21,854 | $6.65M | 0.0327% | SH | — | View | |
Southern Company(SOT.DE) | Utilities | Regulated Electric | 2026-06-30 | 2026-07-24 | 67,566 | $6.49M | 0.0059% | SH | — | View |
| Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-24 | 16,987 | $6.14M | 0.0025% | SH | — | View | |
| Technology | Computer Hardware | 2026-06-30 | 2026-07-24 | 8,238 | $6.14M | 0.0037% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-24 | 103,616 | $6.14M | 0.0148% | SH | — | View | |
| Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-24 | 5,439 | $5.96M | 0.0018% | SH | — | View | |
| Consumer Cyclical | Apparel - Retail | 2026-06-30 | 2026-07-24 | 38,419 | $5.95M | 0.0035% | SH | — | View | |
| Energy | Oil & Gas Refining & Marketing | 2026-06-30 | 2026-07-24 | 19,676 | $5.91M | 0.0068% | SH | — | View | |
Global X - MLP…(MLPX) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 75,974 | $5.80M | 0.1641% | SH | — | View |
Exelon Corporation(PEO.DE) | Utilities | Regulated Electric | 2026-06-30 | 2026-07-24 | 120,809 | $5.65M | 0.0117% | SH | — | View |
Deere & Company(DE) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-24 | 9,322 | $5.58M | 0.0035% | SH | — | View |
Deere & Company(DCO.DE) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-24 | 9,322 | $5.58M | 0.0035% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 104,999 | $5.48M | 0.0244% | SH | — | View | |
| Communication Services | Telecommunications Services | 2026-06-30 | 2026-07-24 | 112,299 | $4.93M | 0.0027% | SH | — | View | |
Eli Lilly and Company(LLY.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-24 | 3,961 | $4.63M | 0.0004% | SH | — | View |
Freeport-McMoRan Inc.(FPMB.DE) | Basic Materials | Copper | 2026-06-30 | 2026-07-24 | 77,597 | $4.54M | 0.0054% | SH | — | View |
| Basic Materials | Copper | 2026-06-30 | 2026-07-24 | 77,597 | $4.54M | 0.0054% | SH | — | View | |
| Real Estate | REIT - Specialty | 2026-06-30 | 2026-07-24 | 36,011 | $4.38M | 0.0121% | SH | — | View | |
| Technology | Information Technology Services | 2026-06-30 | 2026-07-24 | 96,472 | $4.30M | 0.0214% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 20,646 | $3.96M | 0.0633% | SH | — | View | |
| Real Estate | REIT - Specialty | 2026-06-30 | 2026-07-24 | 20,635 | $3.58M | 0.0056% | SH | — | View | |
Caterpillar Inc.(CAT.SW) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-24 | 3,976 | $3.49M | 0.0006% | SH | — | View |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-24 | 3,976 | $3.49M | 0.0009% | SH | — | View |
Global X - Uranium…(URA) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 88,517 | $3.46M | 0.0887% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 24,363 | $3.39M | 0.0246% | SH | — | View | |
| Energy | Oil & Gas Midstream | 2026-06-30 | 2026-07-24 | 86,311 | $3.28M | 0.0040% | SH | — | View | |
Stryker Corporation(SYK.DE) | Healthcare | Medical - Devices | 2026-06-30 | 2026-07-24 | 9,496 | $3.15M | 0.0025% | SH | — | View |
Stryker Corporation(SYK) | Healthcare | Medical - Devices | 2026-06-30 | 2026-07-24 | 9,496 | $3.15M | 0.0025% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-24 | 277,377 | $2.97M | 0.2421% | SH | — | View | |
McDonald's Corporation(MDO.DE) | Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-24 | 10,396 | $2.84M | 0.0015% | SH | — | View |
| Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-24 | 10,396 | $2.84M | 0.0015% | SH | — | View | |
First Trust Senior Loan…(FTSL) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 59,279 | $2.66M | 0.1153% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 6,616 | $2.63M | 0.0379% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 11,094 | $2.58M | 0.0278% | SH | — | View | |
Vanguard Energy ETF(VDE) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 15,521 | $2.50M | 0.0235% | SH | — | View |
Intuitive Surgical, Inc.(ISRG) | Healthcare | Medical - Instruments & Supplies | 2026-06-30 | 2026-07-24 | 6,141 | $2.47M | 0.0017% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-24 | 11,906 | $1.92M | 0.0020% | SH | — | View | |
Woodward, Inc.(WWD) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-24 | 4,800 | $1.89M | 0.0081% | SH | — | View |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 2,411 | $1.81M | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 8,227 | $1.62M | 0.0146% | SH | — | View | |
| Financial Services | Asset Management - Leveraged | 2026-06-30 | 2026-07-24 | 6,900 | $1.27M | 0.0179% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 12,006 | $1.20M | 0.0017% | SH | — | View | |
| Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-07-24 | 2,902 | $1.01M | 0.0003% | SH | — | View | |
The Home Depot, Inc.(HDI.DE) | Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-07-24 | 2,902 | $1.01M | 0.0003% | SH | — | View |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-24 | 2,474 | $876.82K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 1,175 | $829.20K | 0.0002% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 1,175 | $829.20K | 0.1206% | SH | — | View | |
| Energy | Oil & Gas Exploration & Production | 2026-06-30 | 2026-07-24 | 18,357 | $786.78K | 0.0009% | SH | — | View | |
Kinder Morgan, Inc.(KMI) | Energy | Oil & Gas Midstream | 2026-06-30 | 2026-07-24 | 21,439 | $697.61K | 0.0010% | SH | — | View |
Applied Materials, Inc.(AP2.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 1,238 | $694.16K | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 2,760 | $623.24K | 0.0137% | SH | — | View | |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 847 | $584.44K | 0.0000% | SH | — | View |
PepsiCo, Inc.(PEP.SW) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-24 | 3,942 | $549.63K | 0.0003% | SH | — | View |
Medtronic plc(MDT) | Healthcare | Medical - Devices | 2026-06-30 | 2026-07-24 | 6,340 | $529.77K | 0.0005% | SH | — | View |
Global X - U.S.…(PFFD) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 28,476 | $528.80K | 0.0245% | SH | — | View |
| Energy | Oil & Gas Midstream | 2026-06-30 | 2026-07-24 | 2,030 | $525.77K | 0.0010% | SH | — | View | |
Advanced Micro Devices, Inc.(AMD.SW) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 1,039 | $520.48K | 0.0001% | SH | — | View |
Accenture plc(ACN) | Technology | Information Technology Services | 2026-06-30 | 2026-07-24 | 3,554 | $513.94K | 0.0006% | SH | — | View |
Prologis, Inc.(PLD) | Real Estate | REIT - Industrial | 2026-06-30 | 2026-07-24 | 3,166 | $475.09K | 0.0003% | SH | — | View |
| Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-24 | 2,173 | $465.76K | 0.0003% | SH | — | View | |
The Boeing Company(BCO.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-24 | 2,173 | $465.76K | 0.0003% | SH | — | View |
| Financial Services | Banks - Regional | 2026-06-30 | 2026-07-24 | 1,793 | $457.57K | 0.0004% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 3,914 | $429.37K | 0.0229% | SH | — | View |
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