Trinity Legacy Partners, LLC

CIK 0001652529 • 6 13F filings • May 14, 2025 – Jul 24, 2026

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Filer information

Filed by: Trinity Legacy Partners, LLC, President, Chief Compliance Officer, Chief Executive Officer
Address: 24 GREENWAY PLAZA, SUITE 546, HOUSTON, TX, 77046
Phone: 713-999-8053
AUM: $435.9M

AUM over time

$500.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $435.9M97 positionsView on SEC.gov

			% of Portfolio
374WATER INC	COM	$47K	0.0%Prev: 0.0%	23,168 SH	Decreased-208,523 SH
ABBOTT LABS	COM	$2.4M	0.5%Prev: 0.5%	18,916 SH	Increased+681 SH
ADVANCED MICRO DEVICES INC	COM	$291K	0.1%Prev: 0.1%	1,357 SH	Decreased-4 SH
ALPHABET INC	CAP STK CL A	$878K	0.2%Prev: 0.2%	2,806 SH	Increased-13 SH
ALPHABET INC	CAP STK CL C	$11.4M	2.6%Prev: 2.4%	36,257 SH	Increased-901 SH
AMAZON COM INC	COM	$6.5M	1.5%Prev: 1.6%	28,294 SH	Decreased+406 SH
AMERICAN EXPRESS CO	COM	$6.0M	1.4%Prev: 1.3%	16,276 SH	Increased+19 SH
AMGEN INC	COM	$5.7M	1.3%Prev: 1.2%	17,326 SH	Increased+273 SH
APPLE INC	COM	$12.0M	2.8%Prev: 2.7%	44,229 SH	Increased+211 SH
APPLIED MATLS INC	COM	$383K	0.1%Prev: 0.1%	1,490 SH	Increased-8 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.4M	1.7%Prev: 1.6%	14,819 SH	Increased+241 SH
CANADIAN NAT RES LTD	COM	$611K	0.1%Prev: 0.1%	18,052 SH	Increased-8 SH
CATERPILLAR INC	COM	$2.3M	0.5%Prev: 0.5%	3,948 SH	Decreased-27 SH
CHENIERE ENERGY INC	COM NEW	$327K	0.1%Prev: 0.1%	1,680 SH	Decreased
CHEVRON CORP NEW	COM	$5.9M	1.4%Prev: 1.4%	39,006 SH	Decreased+258 SH
COCA COLA CO	COM	$5.4M	1.2%Prev: 1.2%	77,898 SH	Increased+2,630 SH
COGNIZANT TECHNOLOGY SOLUTIO	CL A	$5.4M	1.2%Prev: 1.1%	65,569 SH	Increased+1,283 SH
CONSTELLATION ENERGY CORP	COM	$272K	0.1%Prev: 0.1%	771 SH	Decreased
COSTCO WHSL CORP NEW	COM	$5.9M	1.4%Prev: 1.4%	6,870 SH	Decreased+112 SH
DEERE & CO	COM	$4.1M	0.9%Prev: 0.9%	8,809 SH	Increased+93 SH
DIGITAL RLTY TR INC	COM	$3.3M	0.8%Prev: 0.8%	21,141 SH	Decreased+478 SH
DIREXION SHS ETF TR	DLY TECH BULL 3X	$811K	0.2%Prev: 0.2%	6,900 SH	Decreased
DIREXION SHS ETF TR	DRX S&P500BULL	$369K	0.1%Prev: 0.1%	1,671 SH	Increased+590 SH
DOUBLELINE INCOME SOLUTIONS	COM	$3.1M	0.7%Prev: 0.8%	273,471 SH	Decreased-25,707 SH
ELI LILLY & CO	COM	$3.5M	0.8%Prev: 0.6%	3,260 SH	Increased+47 SH
ENTERGY CORP NEW	COM	$247K	0.1%Prev: 0.1%	2,667 SH	Decreased-24 SH
ENTERPRISE PRODS PARTNERS L	COM	$2.9M	0.7%Prev: 0.6%	90,096 SH	Increased
EXELON CORP	COM	$4.7M	1.1%Prev: 1.1%	108,844 SH	Decreased+1,859 SH
EXPEDITORS INTL WASH INC	COM	$5.2M	1.2%Prev: 1.0%	35,209 SH	Increased+27 SH
EXXON MOBIL CORP	COM	$6.0M	1.4%Prev: 1.3%	49,856 SH	Increased+710 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$10.3M	2.4%Prev: 2.4%	563,697 SH	Decreased-6,011 SH
FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$3.0M	0.7%Prev: 0.7%	64,862 SH	Decreased-4,716 SH
FIRST TR EXCHANGE-TRADED FD	WTR ETF	$768K	0.2%Prev: 0.2%	7,072 SH	Decreased+78 SH
FIRST TR EXCHNG TRADED FD VI	MULTI MGR SML CP	$11.0M	2.5%Prev: 1.1%	459,108 SH	Increased+267,735 SH
FREEPORT-MCMORAN INC	CL B	$4.4M	1.0%	87,485 SH	New
GENERAL DYNAMICS CORP	COM	$280K	0.1%Prev: 0.1%	832 SH	Decreased-19 SH
GLOBAL X FDS	GLB X MLP ENRG I	$4.6M	1.1%Prev: 1.0%	76,477 SH	Increased+924 SH
GLOBAL X FDS	GLOBAL X URANIUM	$2.8M	0.6%Prev: 0.8%	65,420 SH	Decreased+4,255 SH
GLOBAL X FDS	US PFD ETF	$608K	0.1%Prev: 2.0%	32,162 SH	Decreased-416,484 SH
GOLDMAN SACHS GROUP INC	COM	$5.1M	1.2%Prev: 1.1%	5,841 SH	Increased-2 SH
HOME DEPOT INC	COM	$4.1M	0.9%Prev: 1.0%	11,891 SH	Decreased+126 SH
INSPERITY INC	COM	$6.9M	1.6%Prev: 2.0%	179,076 SH	Decreased-14,000 SH
INTERNATIONAL BUSINESS MACHS	COM	$213K	0.0%Prev: 0.1%	720 SH	Decreased
INTUITIVE SURGICAL INC	COM NEW	$3.0M	0.7%Prev: 0.6%	5,250 SH	Increased+71 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$8.1M	1.9%Prev: 0.0%	717,856 SH	Increased+699,756 SH
INVESCO EXCH TRD SLF IDX FD	BULLETSHS 2030	$9.2M	2.1%Prev: 2.1%	352,132 SH	Increased+7,752 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$10.3M	2.4%Prev: 2.3%	219,382 SH	Increased+2,366 SH
INVESCO QQQ TR	UNIT SER 1	$745K	0.2%Prev: 0.2%	1,212 SH	Decreased+5 SH
IRON MTN INC DEL	COM	$3.3M	0.8%Prev: 0.9%	39,506 SH	Decreased+818 SH
ISHARES TR	ISHS 1-5YR INVS	$5.1M	1.2%Prev: 1.1%	95,674 SH	Increased+2,743 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$17.3M	4.0%Prev: 3.8%	365,333 SH	Increased+16,332 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$13.5M	3.1%Prev: 3.4%	235,441 SH	Decreased-25,865 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$5.1M	1.2%Prev: 1.4%	87,896 SH	Decreased-13,931 SH
JOHNSON & JOHNSON	COM	$7.6M	1.7%Prev: 1.6%	36,575 SH	Increased-187 SH
JPMORGAN CHASE & CO.	COM	$7.0M	1.6%Prev: 1.5%	21,792 SH	Increased+159 SH
KINDER MORGAN INC DEL	COM	$570K	0.1%Prev: 0.1%	20,743 SH	Increased+97 SH
LOCKHEED MARTIN CORP	COM	$416K	0.1%Prev: 0.1%	860 SH	Decreased+8 SH
MAIN STR CAP CORP	COM	$11.6M	2.7%Prev: 2.5%	191,499 SH	Increased+498 SH
MCDONALDS CORP	COM	$2.6M	0.6%Prev: 0.6%	8,646 SH	Increased+249 SH
MEDTRONIC PLC	SHS	$6.0M	1.4%Prev: 1.3%	62,337 SH	Increased+691 SH
MICROSOFT CORP	COM	$9.1M	2.1%Prev: 2.2%	18,742 SH	Decreased+110 SH
NVIDIA CORPORATION	COM	$15.5M	3.6%Prev: 3.9%	83,083 SH	Decreased-1,075 SH
PALO ALTO NETWORKS INC	COM	$5.1M	1.2%Prev: 1.4%	27,751 SH	Decreased+424 SH
PEPSICO INC	COM	$566K	0.1%Prev: 0.1%	3,942 SH	Decreased
PHILIP MORRIS INTL INC	COM	$239K	0.1%Prev: 0.0%	1,488 SH	Increased
PNC FINL SVCS GROUP INC	COM	$374K	0.1%Prev: 0.1%	1,793 SH	Increased
PROCTER AND GAMBLE CO	COM	$5.3M	1.2%Prev: 1.3%	36,856 SH	Decreased+586 SH
QUALCOMM INC	COM	$3.8M	0.9%Prev: 0.8%	22,508 SH	Increased+2,117 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$265K	0.1%Prev: 0.1%	9,655 SH	Increased+100 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$16.4M	3.8%Prev: 3.8%	608,424 SH	Increased+2,503 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$14.6M	3.3%Prev: 3.2%	484,455 SH	Increased+7,047 SH
SEMPRA	COM	$264K	0.1%Prev: 0.1%	2,995 SH	Decreased-38 SH
SERVICENOW INC	COM	$5.5M	1.3%Prev: 1.5%	35,684 SH	Decreased+28,696 SH
SHELL PLC	SPON ADS	$252K	0.1%Prev: 0.1%	3,431 SH	Decreased-8 SH
SOUTHERN CO	COM	$5.5M	1.3%Prev: 1.3%	62,622 SH	Decreased+1,313 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.7M	0.4%Prev: 0.4%	2,490 SH	Decreased-73 SH
TJX COS INC NEW	COM	$6.3M	1.4%Prev: 1.3%	40,809 SH	Increased+52 SH
VALERO ENERGY CORP	COM	$4.1M	0.9%Prev: 1.0%	24,894 SH	Decreased-43 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$233K	0.1%Prev: 2.3%	3,352 SH	Decreased-135,304 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$890K	0.2%Prev: 0.2%	10,053 SH	Increased+193 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$543K	0.1%Prev: 0.1%	865 SH	Increased+2 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.7M	0.4%Prev: 0.4%	11,907 SH	Increased+144 SH
VANGUARD WORLD FD	COMM SRVC ETF	$3.8M	0.9%Prev: 0.8%	19,696 SH	Increased+265 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$2.6M	0.6%Prev: 0.6%	6,514 SH	Increased+44 SH
VANGUARD WORLD FD	CONSUM STP ETF	$2.2M	0.5%Prev: 0.5%	10,473 SH	Increased+231 SH
VANGUARD WORLD FD	ENERGY ETF	$2.3M	0.5%Prev: 0.5%	18,207 SH	Increased+295 SH
VANGUARD WORLD FD	FINANCIALS ETF	$3.2M	0.7%Prev: 0.7%	23,802 SH	Increased+257 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$5.6M	1.3%Prev: 1.2%	19,475 SH	Increased+254 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$12.1M	2.8%Prev: 2.8%	40,545 SH	Increased+532 SH
VANGUARD WORLD FD	INF TECH ETF	$6.4M	1.5%Prev: 1.5%	8,542 SH	Decreased+71 SH
VANGUARD WORLD FD	MATERIALS ETF	$591K	0.1%Prev: 0.1%	2,849 SH	Increased+34 SH
VANGUARD WORLD FD	UTILITIES ETF	$1.4M	0.3%Prev: 0.3%	7,697 SH	Decreased+111 SH
VERIZON COMMUNICATIONS INC	COM	$4.2M	1.0%Prev: 0.9%	104,198 SH	Increased+2,019 SH
VERTEX PHARMACEUTICALS INC	COM	$218K	0.0%Prev: 0.0%	480 SH	Increased
VISA INC	COM CL A	$5.6M	1.3%Prev: 1.2%	16,050 SH	Increased+143 SH
WASTE MGMT INC DEL	COM	$7.2M	1.7%Prev: 1.5%	32,883 SH	Increased+536 SH
WOODWARD INC	COM	$1.5M	0.3%Prev: 0.3%	4,800 SH	Increased

Sold (vs prior filing)

CONFLUENT INC — $526K
TEXAS INSTRS INC — $217K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 26, 2026	Q4 2025	13F-HR	0001214659-26-000809	$435.9M	View
Nov 4, 2025	Q3 2025	13F-HR	0001214659-25-015825	$434.5M	View
Jul 24, 2026	Q2 2026