Trinity Legacy Partners, LLC - Portfolio overview

Trinity Legacy Partners, LLC has 111 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. JCPB - J P MORGAN EXCHANGE TRADED F, 3.90%
2. SCHX - SCHWAB STRATEGIC TR, 3.54%
3. NVDA - NVIDIA CORPORATION, 3.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.