Trinity Legacy Partners, LLC - Portfolio Stock Holdings
Trinity Legacy Partners, LLC disclosed 115 stock positions in a recent SEC 13F filing. $492,568,033 of stock holdings were filed, with the largest holdings including JCPB, SCHM, and SCHX. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $521,173,391 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
115Est. Stock Holding Value:
$492,568,033Top Stock Holdings By Sector
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Portfolio Stock Holdings - Trinity Legacy Partners, LLC
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Portfolio Options Holdings - Trinity Legacy Partners, LLC
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