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: $461.9M106 positionsView on SEC.gov

			% of Portfolio
374WATER INC	COM	$76K	0.0%Prev: 0.0%	23,162 SH	Increased-208,529 SH
ABBOTT LABORATORIES	COM	$271K	0.1%	2,685 SH	New
ADVANCED MICRO DEVICES INC	COM	$346K	0.1%	1,357 SH	New
ALPHABET INC	CAP STK CL A	$940K	0.2%Prev: 0.1%	2,825 SH	Increased+91 SH
ALPHABET INC	CAP STK CL C	$11.9M	2.6%Prev: 1.5%	36,141 SH	Increased-1,598 SH
AMAZON COM INC	COM	$7.3M	1.6%Prev: 1.5%	29,323 SH	Increased+1,697 SH
AMERICAN EXPRESS CO	COM	$5.5M	1.2%Prev: 1.2%	16,833 SH	Increased+548 SH
AMGEN INC	COM	$6.1M	1.3%Prev: 1.1%	17,253 SH	Increased+1,121 SH
APPLE INC	COM	$13.6M	2.9%Prev: 2.4%	52,445 SH	Increased+8,649 SH
APPLIED MATLS INC	COM	$577K	0.1%Prev: 0.1%	1,459 SH	Increased-36 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.3M	1.6%Prev: 1.7%	15,195 SH	Increased+1,765 SH
BOEING CO	COM	$487K	0.1%	2,176 SH	New
CANADIAN NAT RES LTD MED TER	COM	$898K	0.2%	19,682 SH	New
CATERPILLAR INC	COM	$3.1M	0.7%Prev: 0.4%	3,908 SH	Increased-60 SH
CHENIERE ENERGY INC	COM NEW	$527K	0.1%Prev: 0.1%	2,030 SH	Increased+350 SH
CHEVRON CORPORATION	COM	$7.0M	1.5%	37,589 SH	New
COCA COLA CO	COM	$6.0M	1.3%Prev: 1.2%	79,084 SH	Increased+8,005 SH
COGNIZANT TECHNOLOGY SOLUTIO	CL A	$4.5M	1.0%Prev: 1.2%	74,570 SH	Decreased+13,962 SH
CONSTELLATION ENERGY CORP	COM	$229K	0.0%	771 SH	New
COSTCO WHOLESALE CORPORATION	COM	$6.9M	1.5%	7,075 SH	New
COTERRA ENERGY INC	COM	$235K	0.1%	7,422 SH	New
DEERE & CO	COM	$5.6M	1.2%Prev: 1.1%	9,325 SH	Increased+981 SH
DIGITAL RLTY TR INC	COM	$4.1M	0.9%Prev: 0.9%	21,006 SH	Increased+299 SH
DIREXION SHARES ETF TRUST	DAILY S&P 500 BU	$566K	0.1%	2,530 SH	New
DIREXION SHARES ETF TRUST	DAILY TECHNOLOGY	$814K	0.2%	6,900 SH	New
DOUBLELINE INCOME SOLUTIONS	COM	$3.2M	0.7%Prev: 0.9%	282,346 SH	Decreased-10,064 SH
EBAY INC.	COM	$227K	0.0%	2,256 SH	New
ELI LILLY & CO	COM	$3.1M	0.7%Prev: 0.1%	3,397 SH	Increased+3,117 SH
ENBRIDGE INC	COM	$252K	0.1%	4,751 SH	New
ENTERGY CORP NEW	COM	$294K	0.1%Prev: 0.1%	2,542 SH	Increased-114 SH
ENTERPRISE PRODS PARTNERS L	COM	$3.4M	0.7%Prev: 0.7%	92,511 SH	Increased+2,363 SH
EOG RES INC	COM	$274K	0.1%	2,048 SH	New
EXELON CORP	COM	$5.4M	1.2%Prev: 1.1%	110,144 SH	Increased+8,893 SH
EXPEDITORS INTL WASH INC	COM	$5.1M	1.1%Prev: 1.0%	35,151 SH	Increased+1,230 SH
EXXON MOBIL CORP	COM	$7.6M	1.6%Prev: 1.3%	50,681 SH	Increased+3,834 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$10.7M	2.3%Prev: 2.4%	591,245 SH	Increased+49,468 SH
FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$2.9M	0.6%Prev: 0.9%	64,757 SH	Decreased-8,875 SH
FIRST TR EXCHANGE-TRADED FD	WTR ETF	$426K	0.1%Prev: 0.2%	3,908 SH	Decreased-3,141 SH
FIRST TR EXCHNG TRADED FD VI	MULTI MGR SML CP	$12.0M	2.6%Prev: 0.9%	460,283 SH	Increased+270,697 SH
FREEPORT MCMORAN INC	CL B	$5.8M	1.3%	84,726 SH	New
GENERAL DYNAMICS CORP	COM	$273K	0.1%Prev: 0.1%	802 SH	Increased-46 SH
GLOBAL X FDS	GLB X MLP ENRG I	$5.4M	1.2%Prev: 1.1%	76,197 SH	Increased+2,790 SH
GLOBAL X FDS	GLOBAL X URANIUM	$4.1M	0.9%	77,767 SH	New
GLOBAL X FDS	US PFD ETF	$581K	0.1%Prev: 2.1%	30,669 SH	Decreased-415,877 SH
GOLDMAN SACHS GROUP INC	COM	$5.6M	1.2%Prev: 0.9%	6,116 SH	Increased+268 SH
HOME DEPOT INC	COM	$729K	0.2%Prev: 1.1%	2,128 SH	Decreased-9,247 SH
INSPERITY INC	COM	$4.3M	0.9%Prev: 3.5%	154,290 SH	Decreased-44,108 SH
INTUITIVE SURGICAL INC	COM NEW	$2.6M	0.6%Prev: 0.7%	5,658 SH	Decreased+744 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$8.3M	1.8%Prev: 0.1%	736,148 SH	Increased+714,542 SH
INVESCO EXCH TRD SLF IDX FD	BULLETSHS 2030	$9.4M	2.0%Prev: 2.2%	362,263 SH	Increased+32,969 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$11.0M	2.4%Prev: 2.2%	221,078 SH	Increased+8,725 SH
INVESCO QQQ TR	UNIT SER 1	$754K	0.2%Prev: 0.2%	1,199 SH	Increased-4 SH
IRON MTN INC DEL	COM	$4.4M	1.0%Prev: 1.0%	38,864 SH	Increased+222 SH
ISHARES TR	ISHS 1-5YR INVS	$5.2M	1.1%Prev: 1.2%	98,814 SH	Increased+8,749 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$18.6M	4.0%Prev: 4.0%	393,021 SH	Increased+54,715 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$13.7M	3.0%Prev: 3.6%	236,766 SH	Decreased-14,824 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$5.6M	1.2%Prev: 1.2%	96,250 SH	Increased+6,707 SH
JOHNSON & JOHNSON	COM	$8.9M	1.9%Prev: 2.4%	36,903 SH	Decreased-25,976 SH
JPMORGAN CHASE & CO	COM	$7.2M	1.6%	23,037 SH	New
KINDER MORGAN INC DEL	COM	$807K	0.2%Prev: 0.1%	25,492 SH	Increased+5,171 SH
LOCKHEED MARTIN CORP	COM	$734K	0.2%Prev: 0.1%	1,200 SH	Increased+384 SH
MAIN STR CAP CORP	COM	$11.5M	2.5%Prev: 2.5%	203,156 SH	Increased+17,014 SH
MCDONALDS CORP	COM	$2.7M	0.6%	9,033 SH	New
MEDTRONIC PLC	SHS	$544K	0.1%Prev: 1.3%	6,168 SH	Decreased-53,283 SH
MICROSOFT CORP	COM	$10.0M	2.2%Prev: 2.1%	25,476 SH	Increased+6,854 SH
NEWMONT CORP	COM	$352K	0.1%	2,950 SH	New
NVIDIA CORPORATION	COM	$16.4M	3.6%Prev: 3.1%	83,437 SH	Increased-11,927 SH
PALANTIR TECHNOLOGIES INC	CL A	$352K	0.1%	2,597 SH	New
PALO ALTO NETWORKS INC	COM	$6.5M	1.4%Prev: 1.3%	39,996 SH	Increased+13,251 SH
PEPSICO INC	COM	$614K	0.1%Prev: 0.2%	3,942 SH	Decreased-2,344 SH
PHILIP MORRIS INTL INC	COM	$241K	0.1%Prev: 0.1%	1,511 SH	Increased+44 SH
PNC FINL SVCS GROUP INC	COM	$397K	0.1%Prev: 0.1%	1,793 SH	Increased
PROCTER & GAMBLE CO	COM	$5.5M	1.2%	38,349 SH	New
PROLOGIS INC.	COM	$435K	0.1%	3,144 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$300K	0.1%	9,760 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$16.9M	3.7%Prev: 3.5%	616,985 SH	Increased+14,495 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$16.3M	3.5%Prev: 3.3%	493,096 SH	Increased+25,266 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$4.3M	0.9%	8,035 SH	New
SEMPRA	COM	$269K	0.1%Prev: 0.1%	2,797 SH	Increased-249 SH
SERVICENOW INC	COM	$5.1M	1.1%Prev: 1.8%	57,636 SH	Decreased+50,796 SH
SHELL PLC	SPON ADS	$267K	0.1%Prev: 0.1%	2,925 SH	Increased-514 SH
SLB LIMITED	COM STK	$215K	0.0%	4,175 SH	New
SOUTHERN CO	COM	$6.1M	1.3%Prev: 1.3%	63,882 SH	Increased+4,332 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.7M	0.4%	2,428 SH	New
STRYKER CORPORATION	COM	$2.2M	0.5%	6,468 SH	New
TJX COS INC NEW	COM	$6.7M	1.4%Prev: 1.3%	41,518 SH	Increased+1,502 SH
VALERO ENERGY CORP	COM	$5.8M	1.2%Prev: 0.8%	24,460 SH	Increased-333 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.1M	0.2%Prev: 0.2%	12,015 SH	Increased+2,197 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$554K	0.1%Prev: 0.1%	868 SH	Increased+121 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.8M	0.4%Prev: 0.4%	11,861 SH	Increased+292 SH
VANGUARD WORLD FD	COMM SRVC ETF	$3.8M	0.8%Prev: 0.8%	19,503 SH	Increased+98 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$2.6M	0.6%Prev: 0.6%	6,701 SH	Increased+166 SH
VANGUARD WORLD FD	CONSUM STP ETF	$2.5M	0.5%Prev: 0.6%	11,127 SH	Increased+908 SH
VANGUARD WORLD FD	ENERGY ETF	$2.5M	0.5%Prev: 0.5%	15,576 SH	Increased-2,036 SH
VANGUARD WORLD FD	FINANCIALS ETF	$3.1M	0.7%Prev: 0.7%	24,616 SH	Increased+1,119 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$6.0M	1.3%Prev: 1.2%	21,511 SH	Increased+2,298 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$13.5M	2.9%Prev: 2.7%	40,108 SH	Increased+448 SH
VANGUARD WORLD FD	INF TECH ETF	$6.5M	1.4%Prev: 1.3%	8,469 SH	Increased-139 SH
VANGUARD WORLD FD	MATERIALS ETF	$664K	0.1%Prev: 0.1%	2,808 SH	Increased-36 SH
VANGUARD WORLD FD	UTILITIES ETF	$1.7M	0.4%Prev: 0.3%	8,249 SH	Increased+617 SH
VERIZON COMMUNICATIONS INC	COM	$4.9M	1.1%Prev: 1.1%	107,211 SH	Increased+8,818 SH
VERTEX PHARMACEUTICALS INC	COM	$220K	0.0%Prev: 0.1%	495 SH	Increased+15 SH
VISA INC	COM CL A	$5.2M	1.1%Prev: 1.4%	16,837 SH	Decreased+1,659 SH
WALMART INC	COM	$411K	0.1%	3,288 SH	New
WASTE MGMT INC DEL	COM	$7.7M	1.7%Prev: 1.7%	33,755 SH	Increased+2,700 SH
WOODWARD INC	COM	$1.9M	0.4%Prev: 0.2%	4,800 SH	Increased

Sold (vs prior filing)

ABBOTT LABS — $203K
ACCENTURE PLC IRELAND — $212K
CANADIAN NAT RES LTD — $477K
CHEVRON CORP NEW — $5.3M
CONFLUENT INC — $520K
COSTCO WHSL CORP NEW — $6.5M
DIREXION SHS ETF TR — $510K
INTERNATIONAL PAPER CO — $2.5M
INVESCO EXCHANGE TRADED FD T — $3.4M
JPMORGAN CHASE & CO. — $5.6M
PROCTER AND GAMBLE CO — $5.5M
SCHLUMBERGER LTD — $206K
SPDR S&P 500 ETF TR — $1.6M
TEXAS INSTRS INC — $4.4M
VANGUARD BD INDEX FDS — $8.9M

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