13F Insight
DOSSIER · 13F-HR · Q2 2026

Trinity Legacy Partners, LLC

$500M in tracked AUM across 110 positions as of Q2 2026.

TL
CIK 0001652529 · last filed Jun 30, 2026
Total AUM
$500M
as of Q2 2026
Holdings
110
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Trinity Legacy Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
JCPB
J P MORGAN EXCHANGE TRADED F
$21M443K4.1%02
SCHX
SCHWAB STRATEGIC TR
$18M600K3.5%03
AAPL
APPLE INC
$18M53K3.5%04
SCHM
SCHWAB STRATEGIC TR
$17M481K3.4%05
NVDA
NVIDIA CORPORATION
$15M74K3.1%06
PANW
PALO ALTO NETWORKS INC
$15M42K3.0%07
JEPI
J P MORGAN EXCHANGE TRADED F
$14M244K2.8%08
VIS
VANGUARD WORLD FD
$13M38K2.6%09
MMSC
FIRST TR EXCHNG TRADED FD VI
$12M442K2.5%10
MAIN
MAIN STR CAP CORP
$12M218K2.4%

Filing history

2026Q2Jun 30
$500M▲ 8.4%
110 positionsView →2026Q1Mar 31
$462M▲ 5.9%
106 positionsView →2025Q4Dec 31
$436M▲ 0.3%
97 positionsView →2025Q3Sep 30
$434M▲ 5.6%
98 positionsView →2025Q2Jun 30
$412M▲ 4.1%
95 positionsLocked2025Q1Mar 31
$395M▲ 1.8%
94 positionsLocked2024Q4Dec 31
$388M▼ 0.3%
94 positionsLocked2024Q3Sep 30
$389M▲ 10.7%
97 positionsLocked2024Q2Jun 30
$352M▲ 3.0%
102 positionsLocked2024Q1Mar 31
$341M▲ 7.6%
102 positionsLocked2023Q4Dec 31
$317M▲ 9.6%
105 positionsLocked2023Q3Sep 30
$290M▲ 1.2%
102 positionsLocked
Showing 12 of 31