Universe · entity
Trinity Legacy Partners, LLC
Institutional manager (13F) · CIK 1652529
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $399M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | $19M | 393,021 |
| 2 | SCHWAB STRATEGIC TR | $17M | 616,985 |
| 3 | NVIDIA CORPORATION | $16M | 83,437 |
| 4 | SCHWAB STRATEGIC TR | $16M | 493,096 |
| 5 | J P MORGAN EXCHANGE TRADED F | $14M | 236,766 |
| 6 | APPLE INC | $14M | 52,445 |
| 7 | VANGUARD WORLD FD | $14M | 40,108 |
| 8 | FIRST TR EXCHNG TRADED FD VI | $12M | 460,283 |
| 9 | ALPHABET INC | $12M | 36,141 |
| 10 | MAIN STR CAP CORP | $11M | 203,156 |
| 11 | INVESCO EXCHANGE TRADED FD T | $11M | 221,078 |
| 12 | FIRST TR EXCH TRADED FD III | $11M | 591,245 |
| 13 | MICROSOFT CORP | $10M | 25,476 |
| 14 | INVESCO EXCH TRD SLF IDX FD | $9M | 362,263 |
| 15 | JOHNSON & JOHNSON | $9M | 36,903 |
| 16 | INVESCO EXCH TRADED FD TR II | $8M | 736,148 |
| 17 | WASTE MGMT INC DEL | $8M | 33,755 |
| 18 | EXXON MOBIL CORP | $8M | 50,681 |
| 19 | AMAZON COM INC | $7M | 29,323 |
| 20 | BERKSHIRE HATHAWAY INC DEL | $7M | 15,195 |
| 21 | JPMORGAN CHASE & CO | $7M | 23,037 |
| 22 | CHEVRON CORPORATION | $7M | 37,589 |
| 23 | COSTCO WHOLESALE CORPORATION | $7M | 7,075 |
| 24 | TJX COS INC NEW | $7M | 41,518 |
| 25 | VANGUARD WORLD FD | $7M | 8,469 |
| 26 | PALO ALTO NETWORKS INC | $6M | 39,996 |
| 27 | SOUTHERN CO | $6M | 63,882 |
| 28 | AMGEN INC | $6M | 17,253 |
| 29 | COCA COLA CO | $6M | 79,084 |
| 30 | VANGUARD WORLD FD | $6M | 21,511 |
| 31 | FREEPORT MCMORAN INC | $6M | 84,726 |
| 32 | VALERO ENERGY CORP | $6M | 24,460 |
| 33 | J P MORGAN EXCHANGE TRADED F | $6M | 96,250 |
| 34 | GOLDMAN SACHS GROUP INC | $6M | 6,116 |
| 35 | DEERE & CO | $6M | 9,325 |
| 36 | PROCTER & GAMBLE CO | $6M | 38,349 |
| 37 | AMERICAN EXPRESS CO | $6M | 16,833 |
| 38 | GLOBAL X FDS | $5M | 76,197 |
| 39 | EXELON CORP | $5M | 110,144 |
| 40 | VISA INC | $5M | 16,837 |
| 41 | ISHARES TR | $5M | 98,814 |
| 42 | EXPEDITORS INTL WASH INC | $5M | 35,151 |
| 43 | SERVICENOW INC | $5M | 57,636 |
| 44 | VERIZON COMMUNICATIONS INC | $5M | 107,211 |
| 45 | COGNIZANT TECHNOLOGY SOLUTIO | $4M | 74,570 |
| 46 | IRON MTN INC DEL | $4M | 38,864 |
| 47 | SEAGATE TECHNOLOGY HLDNGS PL | $4M | 8,035 |
| 48 | INSPERITY INC | $4M | 154,290 |
| 49 | DIGITAL RLTY TR INC | $4M | 21,006 |
| 50 | GLOBAL X FDS | $4M | 77,767 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.