StockDriftsStockDriftsTop 50 Trinity Legacy Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JCPB | J P MORGAN EXCHANGE TRADED F | 4.12% | 443.2K | $20.6M | +12.77%(+50.19K) | $46.69(-1.02%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 3.55% | 599.8K | $17.8M | -2.79%(-17.22K) | $19.59(+55.74%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.53% | 53.1K | $17.7M | +1.19%(+625) | $108.83(+180.59%) | 2026-06-30 | |
| SCHM | SCHWAB STRATEGIC TR | 3.39% | 481.3K | $16.9M | -2.38%(-11.75K) | $25.26(+45.31%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.07% | 74.0K | $15.4M | -11.26%(-9.39K) | $20.29(+1014.38%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 2.99% | 42.3K | $15.0M | +5.82%(+2.33K) | $151.48(+149.67%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.78% | 244.5K | $13.9M | +3.25%(+7.69K) | $55.12(+5.01%) | 2026-06-30 | |
| VIS | VANGUARD WORLD FD | 2.61% | 37.7K | $13.1M | -6.11%(-2.45K) | $220.56(+62.75%) | 2026-06-30 | |
| MMSC | FIRST TR EXCHNG TRADED FD VI | 2.47% | 441.9K | $12.3M | -3.99%(-18.36K) | $21.25(+37.03%) | 2026-06-30 | |
| MAIN | MAIN STR CAP CORP | 2.42% | 217.8K | $12.1M | +7.23%(+14.69K) | $41.17(+42.82%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.10% | +29.87% | +5.61% | +31.36% |
| Top 20 Holdings Unweighted | +10.30% | +34.19% | +6.13% | +34.67% |
Trinity Legacy Partners, LLC reports $500.47M in US-listed equity holdings across 109 positions in its most recent 13F filing. Its largest disclosed positions are JCPB (4.1%), SCHX (3.5%) and AAPL (3.5%). The top 20 holdings account for 50.19% of reported assets. Its disclosed equity book has returned +29.87% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Trinity Legacy Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1652529). View Trinity Legacy Partners, LLC’s 13F filings on SEC