Investor
Trinity Legacy Partners, LLC
CIK 0001652529 · filed 2026-04-16 · SEC filing
13F book
$461.9M
Positions
106
12 new · 3 sold
Largest name
4.0%
J P Morgan Exchange Traded F
Est. mark
$14M
Price effect on 94 names still held. Flow $12M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F | — | 393K | $18.6M | 4.0% | −$14.6K | Added$1.3M |
| Schwab Strategic Tr | — | 617K | $16.9M | 3.7% | $279.9K | Added$514.2K |
| Nvidia Corp | NVDA | 83.4K | $16.4M | 3.5% | $831.7K | Added$901.2K |
| Schwab Strategic Tr | — | 493.1K | $16.3M | 3.5% | $1.47M | Added$1.75M |
| J P Morgan Exchange Traded F | — | 236.8K | $13.7M | 3.0% | $141.2K | Added$217.9K |
| Apple Inc. | AAPL | 52.4K | $13.6M | 2.9% | −$576.3K | Added$1.55M |
| Vanguard World Fd | — | 40.1K | $13.5M | 2.9% | $1.54M | Cut$1.41M |
| First Tr Exchng Traded Fd Vi | — | 460.3K | $12M | 2.6% | $1.03M | Added$1.06M |
| Alphabet Inc | — | 36.1K | $11.9M | 2.6% | $606.5K | Cut$570.1K |
| Main Str Cap Corp | — | 203.2K | $11.5M | 2.5% | −$766K | Added−$108.7K |
| Invesco Exchange Traded Fd T | — | 221.1K | $11M | 2.4% | $640.6K | Added$725.1K |
| First Tr Exch Traded Fd Iii | — | 591.2K | $10.7M | 2.3% | −$73.3K | Added$425.1K |
| Microsoft Corp | MSFT | 25.5K | $10M | 2.2% | −$1.7M | Added$950.9K |
| Invesco Exch Trd Slf Idx Fd | — | 362.3K | $9.42M | 2.0% | −$38.2K | Added$225.2K |
| Johnson & Johnson | JNJ | 36.9K | $8.86M | 1.9% | $1.21M | Added$1.29M |
| Invesco Exch Traded Fd Tr Ii | — | 736.1K | $8.25M | 1.8% | −$21.5K | Added$183.5K |
| Waste Mgmt Inc Del | — | 33.8K | $7.67M | 1.7% | $242.8K | Added$440.8K |
| Exxon Mobil Corp | — | 50.7K | $7.56M | 1.6% | $1.44M | Added$1.56M |
| Amazon Com Inc | AMZN | 29.3K | $7.3M | 1.6% | $515K | Added$771.2K |
| Berkshire Hathaway Inc Del | — | 15.2K | $7.26M | 1.6% | −$372.1K | Added−$192.6K |
| Jpmorgan Chase & Co. | — | 23K | $7.17M | 1.6% | −$241.8K | Added$145.5K |
| Chevron Corp New | CVX | 37.6K | $7.03M | 1.5% | $1.3M | Cut$1.09M |
| Costco Whsl Corp New | — | 7.08K | $6.9M | 1.5% | $772.8K | Added$972.6K |
| Tjx Cos Inc New | — | 41.5K | $6.65M | 1.4% | $272.2K | Added$385.9K |
| Vanguard World Fd | — | 8.47K | $6.52M | 1.4% | $137.9K | Cut$82.9K |
| Palo Alto Networks Inc | PANW | 40K | $6.46M | 1.4% | −$627.4K | Added$1.35M |
| Southern Co | — | 63.9K | $6.13M | 1.3% | $548.6K | Added$669.5K |
| Amgen Inc | AMGN | 17.3K | $6.05M | 1.3% | $408.1K | Cut$384.2K |
| Coca Cola Co | KO | 79.1K | $6M | 1.3% | $466.6K | Added$556.6K |
| Vanguard World Fd | — | 21.5K | $5.98M | 1.3% | −$193.7K | Added$372.1K |
| Freeport-Mcmoran Inc | FCX | 84.7K | $5.78M | 1.3% | $1.48M | Cut$1.34M |
| Valero Energy Corp | — | 24.5K | $5.76M | 1.2% | $1.78M | Cut$1.71M |
| J P Morgan Exchange Traded F | — | 96.3K | $5.62M | 1.2% | $22.8K | Added$510.5K |
| Goldman Sachs Group Inc | — | 6.12K | $5.56M | 1.2% | $179.2K | Added$429.4K |
| Deere & Co | DE | 9.32K | $5.56M | 1.2% | $1.15M | Added$1.46M |
| Procter And Gamble Co | PG | 38.3K | $5.54M | 1.2% | $39.4K | Added$254.9K |
| American Express Co | AXP | 16.8K | $5.5M | 1.2% | −$699.6K | Added−$517.5K |
| Global X Fds | — | 76.2K | $5.42M | 1.2% | $809.2K | Cut$792.3K |
| Exelon Corp | EXC | 110.1K | $5.36M | 1.2% | $551.8K | Added$615.1K |
| Visa Inc. | V | 16.8K | $5.24M | 1.1% | −$631.3K | Added−$386.3K |
| Ishares Tr | — | 98.8K | $5.2M | 1.1% | −$20.1K | Added$145.3K |
| Expeditors Intl Wash Inc | — | 35.2K | $5.09M | 1.1% | −$144.1K | Cut−$152.8K |
| ServiceNow, Inc. | NOW | 57.6K | $5.06M | 1.1% | −$2.33M | Added−$406.6K |
| Verizon Communications Inc | VZ | 107.2K | $4.88M | 1.1% | $494.9K | Added$632K |
| Cognizant Technology Solutio | — | 74.6K | $4.48M | 1.0% | −$1.51M | Added−$965K |
| Iron Mtn Inc Del | — | 38.9K | $4.43M | 1.0% | $1.21M | Cut$1.15M |
| Seagate Technology Hldngs Pl | — | 8.04K | $4.29M | 0.9% | — | New |
| Insperity, Inc. | NSP | 154.3K | $4.26M | 0.9% | −$1.72M | Cut−$2.68M |
| Digital Rlty Tr Inc | — | 21K | $4.11M | 0.9% | $863K | Cut$842.1K |
| Global X Fds | — | 77.8K | $4.11M | 0.9% | $661.4K | Added$1.31M |
| Vanguard World Fd | — | 19.5K | $3.79M | 0.8% | $11.6K | Cut−$25.8K |
| Enterprise Prods Partners L | — | 92.5K | $3.45M | 0.7% | $467.6K | Added$557.6K |
| Doubleline Income Solutions | — | 282.3K | $3.17M | 0.7% | −$16.4K | Added$83.1K |
| Eli Lilly & Co | LLY | 3.4K | $3.13M | 0.7% | −$495.8K | Added−$369.4K |
| Vanguard World Fd | — | 24.6K | $3.13M | 0.7% | −$150.8K | Added−$47.3K |
| Caterpillar Inc | CAT | 3.91K | $3.1M | 0.7% | $864.8K | Cut$841.8K |
| First Tr Exchange-Traded Fd | — | 64.8K | $2.92M | 0.6% | −$53.8K | Cut−$58.6K |
| Mcdonalds Corp | MCD | 9.03K | $2.74M | 0.6% | −$20.8K | Added$96.5K |
| Intuitive Surgical Inc | ISRG | 5.66K | $2.64M | 0.6% | −$520.5K | Added−$329.9K |
| Vanguard World Fd | — | 6.7K | $2.58M | 0.6% | −$55.6K | Added$16.5K |
| Vanguard World Fd | — | 11.1K | $2.49M | 0.5% | $133.2K | Added$279.7K |
| Vanguard World Fd | — | 15.6K | $2.47M | 0.5% | $510.4K | Cut$179.1K |
| Stryker Corp | SYK | 6.47K | $2.24M | 0.5% | — | New |
| Woodward, Inc. | WWD | 4.8K | $1.94M | 0.4% | $484.5K | Held |
| Vanguard Whitehall Fds | — | 11.9K | $1.82M | 0.4% | $113.8K | Cut$107.2K |
| Spdr S&P 500 Etf Tr | — | 2.43K | $1.69M | 0.4% | $30.8K | Cut−$11.5K |
| Vanguard World Fd | — | 8.25K | $1.66M | 0.4% | $122.1K | Added$233K |
| Vanguard Index Fds | — | 12K | $1.13M | 0.2% | $57.6K | Added$242.5K |
| Alphabet Inc | — | 2.83K | $940.3K | 0.2% | $55.7K | Added$62K |
| Canadian Nat Res Ltd | — | 19.7K | $898.5K | 0.2% | $213K | Added$287.4K |
| Direxion Shs Etf Tr | — | 6.9K | $813.8K | 0.2% | $3.11K | Held |
| Kinder Morgan Inc Del | — | 25.5K | $806.8K | 0.2% | $86.3K | Added$236.6K |
| Invesco Qqq Tr | — | 1.2K | $754K | 0.2% | $17.3K | Cut$9.35K |
| Lockheed Martin Corp | LMT | 1.2K | $733.9K | 0.2% | $110K | Added$317.9K |
| Home Depot, Inc. | HD | 2.13K | $729.3K | 0.2% | −$2.92K | Cut−$3.36M |
| Vanguard World Fd | — | 2.81K | $664.3K | 0.1% | $81.5K | Cut$73K |
| Pepsico Inc | PEP | 3.94K | $613.8K | 0.1% | $48.1K | Held |
| Global X Fds | — | 30.7K | $580.6K | 0.1% | $616 | Cut−$27.6K |
| Applied Matls Inc | — | 1.46K | $577.1K | 0.1% | $202K | Cut$194.1K |
| Direxion Shs Etf Tr | — | 2.53K | $565.9K | 0.1% | $5.11K | Added$197.2K |
| Vanguard Index Fds | — | 868 | $553.8K | 0.1% | $9.38K | Added$11.3K |
| Medtronic Plc | MDT | 6.17K | $543.5K | 0.1% | −$49K | Cut−$5.44M |
| Cheniere Energy, Inc. | LNG | 2.03K | $527.1K | 0.1% | $109.7K | Added$200.6K |
| Boeing Co | — | 2.18K | $486.9K | 0.1% | — | New |
| Prologis Inc. | — | 3.14K | $435K | 0.1% | — | New |
| First Tr Exchange-Traded Fd | — | 3.91K | $425.6K | 0.1% | $1.05K | Cut−$342.7K |
| Walmart Inc. | WMT | 3.29K | $411.2K | 0.1% | — | New |
| Pnc Finl Svcs Group Inc | — | 1.79K | $396.6K | 0.1% | $22.4K | Held |
| Palantir Technologies Inc. | PLTR | 2.6K | $352.4K | 0.1% | — | New |
| Newmont Corp | — | 2.95K | $351.9K | 0.1% | — | New |
| Advanced Micro Devices Inc | AMD | 1.36K | $346.1K | 0.1% | $55.5K | Held |
| Schwab Strategic Tr | — | 9.76K | $299.7K | 0.1% | $31.7K | Added$34.9K |
| Entergy Corp New | — | 2.54K | $293.8K | 0.1% | $58.9K | Cut$47.3K |
| Eog Res Inc | — | 2.05K | $273.6K | 0.1% | — | New |
| General Dynamics Corp | GD | 802 | $272.8K | 0.1% | $2.69K | Cut−$7.41K |
| Abbott Labs | ABT | 2.69K | $271.3K | 0.1% | −$65.1K | Cut−$2.1M |
| Sempra | — | 2.8K | $268.9K | 0.1% | $21.9K | Cut$4.46K |
| Shell Plc | — | 2.92K | $267.2K | 0.1% | $52.3K | Cut$15.1K |
| Enbridge Inc | — | 4.75K | $251.8K | 0.1% | — | New |
| Philip Morris Intl Inc | — | 1.51K | $241K | 0.1% | −$1.36K | Added$2.31K |
| Coterra Energy Inc | — | 7.42K | $235.1K | 0.1% | — | New |
| Constellation Energy Corp | CEG | 771 | $228.7K | 0.1% | −$43.7K | Held |
| Ebay Inc | EBAY | 2.26K | $226.5K | 0.0% | — | New |
| Vertex Pharmaceuticals Inc | — | 495 | $219.9K | 0.0% | −$4.36K | Added$2.31K |
| Slb Limited/Nv | SLB | 4.17K | $215K | 0.0% | — | New |
| 374Water Inc. | SCWO | 23.2K | $76.4K | 0.0% | $29.2K | Cut$29.2K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.