Trinity Legacy Partners
Trinity Legacy Partners reported 109 stocks worth $500M in its 13F filing for Q2 2026, filed Jul 24, 2026. Its largest holdings are JCPB (4.1%), SCHX (3.5%) and AAPL (3.5%). Compared with Q1 2026, the fund opened new positions in ACN, UNH and CFR, added to JCPB, AAPL and PANW, trimmed SCHX, SCHM and NVDA and sold out of WMT, NEM and ABT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  JCPB J P Morgan Exchange Traded F | $20.6M | 4.1% | 443K | +50K (+13%) | 8 of 8 | |
| 2 |  SCHX Schwab US Large Cap ETF | $17.8M | 3.5% | 600K | −17K (−3%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $17.7M | 3.5% | 53K | +625 (+1%) | 8 of 8 | |
| 4 |  SCHM Schwab Strategic TR | $16.9M | 3.4% | 481K | −12K (−2%) | 8 of 8 | |
| 5 |  NVDA Nvidia Corporation | $15.4M | 3.1% | 74K | −9,392 (−11%) | 8 of 8 | |
| 6 |  PANW Palo Alto Networks Inc | $15M | 3.0% | 42K | +2,327 (+6%) | 8 of 8 | |
| 7 |  JEPI J P Morgan Exchange Traded F | $13.9M | 2.8% | 244K | +7,688 (+3%) | 8 of 8 | |
| 8 |  VIS Vanguard Industrials | $13.1M | 2.6% | 38K | −2,450 (−6%) | 8 of 8 | |
| 9 |  MMSC First TR Exchng Traded FD VI | $12.3M | 2.5% | 442K | −18K (−4%) | 8 of 8 | |
| 10 |  MAIN Main Street | $12.1M | 2.4% | 218K | +15K (+7%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 WMT Walmart Inc | $411K | 3,288 |
 NEM Newmont Corp | $352K | 2,950 |
 ABT Abbott Labs | $271K | 2,685 |
 SRE Sempra | $269K | 2,797 |
 CTRA Coterra Energy Inc | $235K | 7,422 |
🔒 Free account: see all 7.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 CVX Chevron Corp New | Call | $74K | 400 | +400 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 24, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Trinity Legacy Partners 13F FAQ
What does Trinity Legacy Partners own?
Trinity Legacy Partners reported 109 stocks worth $500M in its 13F filing for Q2 2026, filed Jul 24, 2026. Its largest holdings are JCPB (4.1%), SCHX (3.5%) and AAPL (3.5%). The table above lists every position in the filing (the top 10 without an account).
What did Trinity Legacy Partners buy and sell in Q2 2026?
Compared with Q1 2026: 10 new positions, 46 added to, 42 trimmed and 7 sold out. New positions include ACN, UNH and CFR. It sold all of WMT, NEM and ABT.
When will Trinity Legacy Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Trinity Legacy Partners's portfolio worth?
The Q2 2026 filing reports $500M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.