Trinity Legacy Partners, LLC
CIK: 1652529SEC EDGAR →
Portfolio Value
$206.0B
Holdings
106
As of
Q1 2026
New Positions
106
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 393,021 | $18.6B | 9.02% |
| 2 | SCHWAB STRATEGIC TR | 616,985 | $16.9B | 8.20% |
| 3 | SCHWAB STRATEGIC TR | 493,096 | $16.3B | 7.92% |
| 4 | J P MORGAN EXCHANGE TRADED F | 236,766 | $13.7B | 6.65% |
| 5 | FIRST TR EXCHNG TRADED FD VI | 460,283 | $12.0B | 5.85% |
| 6 | MAIN STR CAP CORP | 203,156 | $11.5B | 5.56% |
| 7 | INVESCO EXCHANGE TRADED FD T | 221,078 | $11.0B | 5.35% |
| 8 | FIRST TR EXCH TRADED FD III | 591,245 | $10.7B | 5.19% |
| 9 | INVESCO EXCH TRD SLF IDX FD | 362,263 | $9.4B | 4.57% |
| 10 | INVESCO EXCH TRADED FD TR II | 736,148 | $8.3B | 4.01% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 39 | $147.9B | 71.8% |
| Technology | 12 | $18.1B | 8.8% |
| Unknown | 6 | $10.7B | 5.2% |
| Utilities | 4 | $6.4B | 3.1% |
| Energy | 12 | $6.1B | 3.0% |
| Consumer Defensive | 5 | $6.0B | 2.9% |
| Basic Materials | 2 | $5.8B | 2.8% |
| Industrials | 10 | $4.4B | 2.1% |
| Healthcare | 8 | $566.9M | 0.3% |
| Consumer Cyclical | 4 | $17.4M | 0.0% |
| Communication Services | 2 | $12.9M | 0.0% |
| Real Estate | 2 | $4.9M | 0.0% |