Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Trinity Legacy Partners, LLC (CIK 1652529) reported $461.9M across 106 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JCPB ($18.6M, 4.03%), SCHX ($16.9M, 3.66%), NVDA ($16.4M, 3.55%), SCHM ($16.3M, 3.53%), JEPI ($13.7M, 2.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JCPB | J P MORGAN EXCHANGE TRADED F | $18.6M | 4.03% | 393,021 | Added |
| 2 | SCHX | SCHWAB STRATEGIC TR | $16.9M | 3.66% | 616,985 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $16.4M | 3.55% | 83,437 | Added |
| 4 | SCHM | SCHWAB STRATEGIC TR | $16.3M | 3.53% | 493,096 | Added |
| 5 | JEPI | J P MORGAN EXCHANGE TRADED F | $13.7M | 2.97% | 236,766 | Added |
| 6 | AAPL | APPLE INC | $13.6M | 2.94% | 52,445 | Added |
| 7 | VIS | VANGUARD WORLD FD | $13.5M | 2.92% | 40,108 | Trimmed |
| 8 | MMSC | FIRST TR EXCHNG TRADED FD VI | $12.0M | 2.61% | 460,283 | Added |
| 9 | GOOG | ALPHABET INC | $11.9M | 2.59% | 36,141 | Trimmed |
| 10 | MAIN | MAIN STR CAP CORP | $11.5M | 2.48% | 203,156 | Added |
| 11 | PRF | INVESCO EXCHANGE TRADED FD T | $11.0M | 2.39% | 221,078 | Added |
| 12 | FPE | FIRST TR EXCH TRADED FD III | $10.7M | 2.32% | 591,245 | Added |
| 13 | MSFT | MICROSOFT CORP | $10.0M | 2.17% | 25,476 | Added |
| 14 | BSJU | INVESCO EXCH TRD SLF IDX FD | $9.4M | 2.04% | 362,263 | Added |
| 15 | JNJ | JOHNSON & JOHNSON | $8.9M | 1.92% | 36,903 | Added |
| 16 | PGX | INVESCO EXCH TRADED FD TR II | $8.3M | 1.79% | 736,148 | Added |
| 17 | WM | WASTE MGMT INC DEL | $7.7M | 1.66% | 33,755 | Added |
| 18 | XOM | EXXON MOBIL CORP | $7.6M | 1.64% | 50,681 | Added |
| 19 | AMZN | AMAZON COM INC | $7.3M | 1.58% | 29,323 | Added |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.3M | 1.57% | 15,195 | Added |
| 21 | JPM | JPMORGAN CHASE & CO | $7.2M | 1.55% | 23,037 | Added |
| 22 | CVX | CHEVRON CORPORATION | $7.0M | 1.52% | 37,589 | Trimmed |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $6.9M | 1.49% | 7,075 | Added |
| 24 | TJX | TJX COS INC NEW | $6.7M | 1.44% | 41,518 | Added |
| 25 | VGT | VANGUARD WORLD FD | $6.5M | 1.41% | 8,469 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31