Trinity Legacy Partners, LLC
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 500,466
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 110 | 500,466 | 13F-HR | Trinity Legacy Partners, LLC |
| Q1 2026 | 4/16/2026 | 106 | 461,857 | 13F-HR | Trinity Legacy Partners, LLC |
| Q4 2025 | 1/26/2026 | 97 | 435,944 | 13F-HR | Trinity Legacy Partners, LLC |
| Q3 2025 | 11/4/2025 | 98 | 434,484 | 13F-HR | Trinity Legacy Partners, LLC |
| Q2 2025 | 7/21/2025 | 95 | 411,616 | 13F-HR | Trinity Legacy Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
74
(0.0% of total reported value)
· QoQ Δ:
+74
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 312.1 K | 62.4% | 29.86 K | 0 | 29.86 K |
| ETFs | 185.6 K | 37.1% | 8.927 K | 0 | 8.927 K |
| Debt | 2.663 K | 0.5% | 0 | 254 | -254 |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
500,466
Holdings
110
QoQ value change ($000)
38,609
(8.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.