account_balance
Investment manager · 13F filer · SEC CIK 1652529
Trinity Legacy Partners, LLC
Reported value$500Mas of Jun 30, 2026
Positions109 10 new, 7 sold out
Top 10 weight30.9%JCPB alone is 4%
FiledJul 2424 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
JCPBJ P Morgan Exchange Traded F
4.1%Added +13%
SCHXSchwab Strategic Tr
3.5%Trimmed −3%
AAPLApple Inc.
3.5%
SCHMSchwab Strategic Tr
3.4%Trimmed −2%
NVDANVIDIA Corp
3.1%Trimmed −11%
PANWPalo Alto Networks Inc
3.0%Added +6%
JEPIJ P Morgan Exchange Traded F
2.8%Added +3%
VISVanguard World Fd
2.6%Trimmed −6%
MMSCFirst Tr Exchng Traded Fd Vi
2.5%Trimmed −4%
MAINMain Street Capital CORP
2.4%Added +7%
PRFInvesco Exchange Traded Fd T
2.3%Trimmed −5%
FPEFirst Tr Exch Traded Fd III
2.3%
JCPBJ P Morgan Exchange Traded F
4.1%+13%
SCHXSchwab Strategic Tr
3.5%
AAPLApple Inc.
3.5%
SCHMSchwab Strategic Tr
3.4%−2%
NVDANVIDIA Corp
3.1%−11%
PANWPalo Alto Networks Inc
3.0%+6%
JEPIJ P Morgan Exchange Traded F
2.8%
VISVanguard World Fd
2.6%
MMSCFirst Tr Exchng Traded Fd Vi
2.5%
MAINMain Street Capital CORP
2.4%
PRFInvesco Exchange Traded Fd T
2.3%
FPEFirst Tr Exch Traded Fd III
2.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
JCPB J P Morgan Exchange Traded F 4.1% Added +13%
SCHX Schwab Strategic Tr 3.5% Trimmed −3%
AAPL Apple Inc. 3.5% HeldSCHM Schwab Strategic Tr 3.4% Trimmed −2%
NVDA NVIDIA Corp 3.1% Trimmed −11%PANW Palo Alto Networks Inc 3.0% Added +6%JEPI J P Morgan Exchange Traded F 2.8% Added +3%
VIS Vanguard World Fd 2.6% Trimmed −6%
MMSC First Tr Exchng Traded Fd Vi 2.5% Trimmed −4%
MAIN Main Street Capital CORP 2.4% Added +7%PRF Invesco Exchange Traded Fd T 2.3% Trimmed −5%
FPE First Tr Exch Traded Fd III 2.3% Added +6%
What changed
Biggest moves since Mar 31, 2026
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