Trinity Legacy Partners, LLC
•CIK: 1652529•Filing: Q4 2025
**Trinity Legacy Partners, LLC** manages $436M across a diversified portfolio of 97 positions. The fund exhibits significant allocations to technology and income-generating assets, notably holding JCPB at $17.3M and SCHX at $16.4M. Top holdings further include NVDA ($15.5M), SCHM ($14.6M), and JEPI ($13.5M), suggesting a tactical blend of growth exposure and defensive income strategies. This concentration highlights a focus on established market leaders and sector-specific opportunities.
Total AUM
$435.9M
QoQ Performance
+0.3%
Positions
78
Top 10 Concentration
31.0%
Latest Filing
Q4 2025
Top Holdings Allocation
JCPB4.0%
SCHX3.8%
NVDA3.6%
SCHM3.3%
JEPI3.1%
VIS2.8%
AAPL2.8%
MAIN2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other61.5%
Technology12.2%
Financial8.1%
Healthcare5.8%
Consumer4.4%
Energy2.3%
Industrial1.6%
Consumer Staples1.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑62 increased
↓23 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023