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: $500.5M109 positionsView on SEC.gov

			% of Portfolio
374WATER INC	COM	$51K	0.0%Prev: 0.0%	23,162 SH	Increased-208,529 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$514K	0.1%	3,554 SH	New
ADVANCED MICRO DEVICES INC	COM	$520K	0.1%Prev: 0.1%	1,039 SH	Increased-322 SH
ALPHABET INC	CAP STK CL A	$877K	0.2%Prev: 0.1%	2,474 SH	Increased-290 SH
ALPHABET INC	CAP STK CL C	$10.4M	2.1%Prev: 1.7%	29,346 SH	Increased-8,271 SH
AMAZON COM INC	COM	$7.2M	1.4%Prev: 1.5%	28,730 SH	Increased+1,159 SH
AMERICAN EXPRESS CO	COM	$6.1M	1.2%Prev: 1.2%	16,987 SH	Increased+792 SH
AMGEN INC	COM	$6.8M	1.4%Prev: 1.2%	18,358 SH	Increased+2,048 SH
APPLE INC	COM	$17.7M	3.5%Prev: 2.2%	53,070 SH	Increased+9,654 SH
APPLIED MATLS INC	COM	$694K	0.1%Prev: 0.1%	1,238 SH	Increased-259 SH
AT&T INC	COM	$292K	0.1%	13,284 SH	New
BANK OF AMER CORP	COM	$214K	0.0%	3,486 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$8.0M	1.6%Prev: 1.5%	16,302 SH	Increased+2,852 SH
BOEING CO	COM	$466K	0.1%	2,173 SH	New
CANADIAN NAT RES LTD MED TER	COM	$787K	0.2%	18,357 SH	New
CATERPILLAR INC	COM	$3.5M	0.7%Prev: 0.4%	3,976 SH	Increased+4 SH
CHENIERE ENERGY INC	COM NEW	$526K	0.1%Prev: 0.1%	2,030 SH	Increased+350 SH
CHEVRON CORPORATION	COM	$6.9M	1.4%	37,441 SH	New
COCA COLA CO	COM	$6.9M	1.4%Prev: 1.2%	81,736 SH	Increased+8,509 SH
COGNIZANT TECHNOLOGY SOLUTIO	CL A	$4.3M	0.9%Prev: 1.1%	96,472 SH	Decreased+35,128 SH
COSTCO WHOLESALE CORPORATION	COM	$7.0M	1.4%	7,407 SH	New
CROWDSTRIKE HLDGS INC	CL A	$255K	0.1%	1,252 SH	New
CULLEN FROST BANKERS INC	COM	$341K	0.1%	2,085 SH	New
DEERE & CO	COM	$5.6M	1.1%Prev: 1.0%	9,322 SH	Increased+891 SH
DELTA AIR LINES INC	COM NEW	$236K	0.0%	2,720 SH	New
DEVON ENERGY CORP NEW	COM	$279K	0.1%	6,490 SH	New
DIGITAL RLTY TR INC	COM	$3.6M	0.7%Prev: 0.9%	20,635 SH	Increased-67 SH
DIREXION SHARES ETF TRUST	DA 500 BU 3X ETF	$296K	0.1%	1,080 SH	New
DIREXION SHARES ETF TRUST	DA TE BU 3X ETF	$1.3M	0.3%	6,900 SH	New
DOUBLELINE INCOME SOLUTIONS	COM	$3.0M	0.6%Prev: 0.9%	277,377 SH	Decreased-19,412 SH
EBAY INC.	COM	$250K	0.0%	2,256 SH	New
ELI LILLY & CO	COM	$4.6M	0.9%Prev: 0.6%	3,961 SH	Increased+1,056 SH
ENBRIDGE INC	COM	$309K	0.1%	5,471 SH	New
ENTERGY CORP NEW	COM	$294K	0.1%Prev: 0.1%	2,557 SH	Increased-118 SH
ENTERPRISE PRODS PARTNERS L	COM	$3.3M	0.7%Prev: 0.7%	86,311 SH	Increased-3,785 SH
EOG RES INC	COM	$324K	0.1%	2,338 SH	New
EXELON CORP	COM	$5.7M	1.1%Prev: 1.1%	120,809 SH	Increased+16,578 SH
EXPEDITORS INTL WASH INC	COM	$6.7M	1.3%Prev: 0.9%	36,556 SH	Increased+2,251 SH
EXXON MOBIL CORP	COM	$6.8M	1.4%Prev: 1.3%	46,713 SH	Increased-777 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$11.3M	2.3%Prev: 2.4%	628,202 SH	Increased+73,425 SH
FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$2.7M	0.5%Prev: 0.8%	59,279 SH	Decreased-15,993 SH
FIRST TR EXCHANGE-TRADED FD	WTR ETF	$429K	0.1%Prev: 0.2%	3,914 SH	Decreased-3,078 SH
FIRST TR EXCHNG TRADED FD VI	MULTI MGR SML CP	$12.3M	2.5%Prev: 1.0%	441,921 SH	Increased+251,576 SH
FREEPORT MCMORAN INC	CL B	$4.5M	0.9%	77,597 SH	New
GENERAL DYNAMICS CORP	COM	$297K	0.1%Prev: 0.1%	806 SH	Increased-42 SH
GLOBAL X FDS	GLB X MLP ENRG I	$5.8M	1.2%Prev: 1.1%	75,974 SH	Increased+2,051 SH
GLOBAL X FDS	GLOBAL X URANIUM	$3.5M	0.7%	88,517 SH	New
GLOBAL X FDS	US PFD ETF	$529K	0.1%Prev: 2.1%	28,476 SH	Decreased-416,393 SH
GOLDMAN SACHS GROUP INC	COM	$6.0M	1.2%Prev: 1.0%	5,439 SH	Increased-435 SH
HOME DEPOT INC	COM	$1.0M	0.2%Prev: 1.0%	2,902 SH	Decreased-8,532 SH
HUNTINGTON INGALLS INDS INC	COM	$272K	0.1%	1,005 SH	New
INSPERITY INC	COM	$7.6M	1.5%Prev: 2.8%	154,290 SH	Decreased-46,786 SH
INTUITIVE SURGICAL INC	COM NEW	$2.5M	0.5%Prev: 0.6%	6,141 SH	Decreased+1,174 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$9.0M	1.8%Prev: 0.1%	830,570 SH	Increased+808,964 SH
INVESCO EXCH TRD SLF IDX FD	BULLETSHS 2030	$10.0M	2.0%Prev: 2.1%	387,313 SH	Increased+51,085 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$11.5M	2.3%Prev: 2.2%	210,581 SH	Increased-3,829 SH
INVESCO QQQ TR	UNIT SER 1	$829K	0.2%Prev: 0.2%	1,175 SH	Increased-29 SH
IRON MTN INC DEL	COM	$4.4M	0.9%Prev: 0.9%	36,011 SH	Increased-2,455 SH
ISHARES TR	ISHS 1-5YR INVS	$5.5M	1.1%Prev: 1.2%	104,999 SH	Increased+12,849 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$20.6M	4.1%Prev: 3.9%	443,210 SH	Increased+97,370 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$13.9M	2.8%Prev: 3.5%	244,454 SH	Decreased-12,658 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$6.1M	1.2%Prev: 1.2%	103,616 SH	Increased+9,654 SH
JOHNSON & JOHNSON	COM	$8.0M	1.6%Prev: 1.5%	31,986 SH	Increased-4,644 SH
JPMORGAN CHASE & CO	COM	$7.6M	1.5%	22,274 SH	New
KINDER MORGAN INC DEL	COM	$698K	0.1%Prev: 0.1%	21,439 SH	Increased+865 SH
LOCKHEED MARTIN CORP	COM	$268K	0.1%Prev: 0.1%	521 SH	Decreased-295 SH
MACYS INC	COM	$306K	0.1%	12,670 SH	New
MAIN STR CAP CORP	COM	$12.1M	2.4%Prev: 3.0%	217,844 SH	Decreased+29,121 SH
MCDONALDS CORP	COM	$2.8M	0.6%Prev: 0.6%	10,396 SH	Increased+2,132 SH
MEDTRONIC PLC	SHS	$530K	0.1%Prev: 1.3%	6,340 SH	Decreased-53,819 SH
MICROSOFT CORP	COM	$11.2M	2.2%Prev: 2.3%	28,022 SH	Increased+9,463 SH
NVIDIA CORPORATION	COM	$15.4M	3.1%Prev: 3.8%	74,045 SH	Decreased-18,109 SH
PALANTIR TECHNOLOGIES INC	CL A	$353K	0.1%	2,626 SH	New
PALO ALTO NETWORKS INC	COM	$15.0M	3.0%Prev: 1.3%	42,323 SH	Increased+15,484 SH
PEPSICO INC	COM	$550K	0.1%Prev: 0.2%	3,942 SH	Decreased-1,540 SH
PHILIP MORRIS INTL INC	COM	$287K	0.1%Prev: 0.1%	1,511 SH	Increased+35 SH
PNC FINL SVCS GROUP INC	COM	$458K	0.1%Prev: 0.1%	1,793 SH	Increased
PROCTER & GAMBLE CO	COM	$6.9M	1.4%	45,576 SH	New
PROLOGIS INC.	COM	$475K	0.1%	3,166 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$312K	0.1%	9,450 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$17.8M	3.5%Prev: 3.6%	599,762 SH	Increased-2,740 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$16.9M	3.4%Prev: 3.2%	481,343 SH	Increased+11,095 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$6.1M	1.2%	8,238 SH	New
SERVICENOW INC	COM	$8.2M	1.6%Prev: 1.6%	79,138 SH	Increased+72,318 SH
SHELL PLC	SPON ADS	$248K	0.0%Prev: 0.1%	2,919 SH	Increased-520 SH
SOUTHERN CO	COM	$6.5M	1.3%Prev: 1.4%	67,566 SH	Increased+7,592 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.8M	0.4%	2,411 SH	New
STRYKER CORPORATION	COM	$3.1M	0.6%	9,496 SH	New
TJX COS INC NEW	COM	$5.9M	1.2%Prev: 1.2%	38,419 SH	Increased-1,752 SH
UNITEDHEALTH GROUP INC	COM	$413K	0.1%	976 SH	New
VALERO ENERGY CORP	COM	$5.9M	1.2%Prev: 0.9%	19,676 SH	Increased-5,333 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.2M	0.2%Prev: 0.2%	12,006 SH	Increased+2,241 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$584K	0.1%Prev: 0.1%	847 SH	Increased+95 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.9M	0.4%Prev: 0.4%	11,906 SH	Increased-123 SH
VANGUARD WORLD FD	COMM SRVC ETF	$4.0M	0.8%Prev: 0.8%	20,646 SH	Increased+1,334 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$2.6M	0.5%Prev: 0.6%	6,616 SH	Increased+145 SH
VANGUARD WORLD FD	CONSUM STP ETF	$2.6M	0.5%Prev: 0.5%	11,094 SH	Increased+929 SH
VANGUARD WORLD FD	ENERGY ETF	$2.5M	0.5%Prev: 0.5%	15,521 SH	Increased-2,008 SH
VANGUARD WORLD FD	FINANCIALS ETF	$3.4M	0.7%Prev: 0.7%	24,363 SH	Increased+1,039 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$6.6M	1.3%Prev: 1.2%	21,854 SH	Increased+2,676 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$13.1M	2.6%Prev: 2.7%	37,658 SH	Increased-1,904 SH
VANGUARD WORLD FD	INF TECH ETF	$7.4M	1.5%Prev: 1.4%	65,097 SH	Increased+56,573 SH
VANGUARD WORLD FD	MATERIALS ETF	$623K	0.1%Prev: 0.1%	2,760 SH	Increased-68 SH
VANGUARD WORLD FD	UTILITIES ETF	$1.6M	0.3%Prev: 0.3%	8,227 SH	Increased+633 SH
VERIZON COMMUNICATIONS INC	COM	$4.9M	1.0%Prev: 1.0%	112,299 SH	Increased+12,646 SH
VERTEX PHARMACEUTICALS INC	COM	$244K	0.0%Prev: 0.1%	503 SH	Increased+23 SH
VISA INC	COM CL A	$6.8M	1.4%Prev: 1.3%	18,562 SH	Increased+2,925 SH
WASTE MGMT INC DEL	COM	$8.7M	1.7%Prev: 1.7%	35,908 SH	Increased+4,622 SH
WOODWARD INC	COM	$1.9M	0.4%Prev: 0.3%	4,800 SH	Increased

Sold (vs prior filing)

ABBOTT LABS — $2.3M
CANADIAN NAT RES LTD — $553K
CHEVRON CORP NEW — $5.8M
CONFLUENT INC — $561K
CONSTELLATION ENERGY CORP — $238K
COSTCO WHSL CORP NEW — $6.2M
DIREXION SHS ETF TR — $683K
INTERNATIONAL BUSINESS MACHS — $203K
INVESCO EXCHANGE TRADED FD T — $3.5M
JPMORGAN CHASE & CO. — $6.1M
PROCTER AND GAMBLE CO — $5.3M
SEMPRA — $228K
SPDR S&P 500 ETF TR — $1.7M
TEXAS INSTRS INC — $5.1M
VANGUARD BD INDEX FDS — $9.1M

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