Notify me when Trinity Legacy Partners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 97 | $435,944,477 | +$28,146,436 | -$22,175,061 | +$5,971,375 | JCPB, SCHX, NVDA, SCHM, JEPI | 13F-HR | 26 Jan 2026, 10:09 |
| Q3 2025 | 98 | $434,135,654 | +$14,522,011 | -$10,011,896 | +$4,510,115 | NVDA, JCPB, SCHX, JEPI, SCHM | 13F-HR | 04 Nov 2025, 10:25 |
| Q2 2025 | 95 | $411,615,881 | +$11,210,099 | -$8,349,097 | +$2,861,002 | JCPB, NVDA, SCHX, JEPI, SCHM | 13F-HR | 21 Jul 2025, 12:18 |
| Q1 2025 | 94 | $395,236,674 | +$54,284,542 | -$43,161,684 | +$11,122,858 | JCPB, JEPI, SCHX, NSP, SCHM | 13F-HR | 14 May 2025, 14:46 |
| Q4 2024 | 94 | $388,134,821 | +$31,349,915 | -$24,390,470 | +$6,959,445 | NSP, JEPI, SCHX, JCPB, NVDA | 13F-HR | 03 Feb 2025, 12:05 |
| Q3 2024 | 97 | $363,613,783 | +$36,931,225 | -$24,060,632 | +$12,870,593 | NSP, JCPB, JEPI, NVDA, VIS | 13F-HR | 31 Oct 2024, 15:28 |
| Q2 2024 | 102 | $351,613,933 | +$30,250,514 | -$10,947,714 | +$19,302,800 | NSP, FPE, JCPB, SCHX, NVDA | 13F-HR | 14 Aug 2024, 16:56 |
| Q1 2024 | 102 | $341,404,299 | +$44,291,886 | -$44,989,656 | -$697,770 | NSP, FPE, JEPI, JCPB, SCHX | 13F-HR | 24 Apr 2024, 16:28 |
| Q4 2023 | 105 | $317,359,197 | +$27,711,964 | -$26,775,249 | +$936,715 | NSP, SCHX, FPE, JCPB, SCHM | 13F-HR | 14 Feb 2024, 17:02 |
| Q3 2023 | 102 | $289,509,732 | +$62,513,925 | -$41,336,271 | +$21,177,654 | NSP, FPE, JCPB, SCHM, JEPI | 13F-HR | 11 Oct 2023, 09:45 |
| Q2 2023 | 81 | $286,081,900 | +$36,376,987 | -$28,845,816 | +$7,531,171 | NSP, FPE, AAPL, PRF, SCHX | 13F-HR | 10 Jul 2023, 14:16 |
| Q1 2023 | 88 | $266,236,151 | +$18,320,844 | -$8,833,943 | +$9,486,901 | NSP, FPE, SCHX, AAPL, PRF | 13F-HR | 06 Apr 2023, 11:47 |
| Q4 2022 | 80 | $251,112,475 | +$11,877,095 | -$14,501,894 | -$2,624,799 | NSP, FPE, FTSL, SCHX, PRF | 13F-HR | 09 Jan 2023, 14:42 |
| Q3 2022 | 71 | $233,712,000 | +$29,191,656 | -$40,120,763 | -$10,929,107 | NSP, FPE, FTSL, PFFD, SCHX | 13F-HR | 12 Oct 2022, 11:13 |
| Q2 2022 | 95 | $257,325,000 | +$20,887,375 | -$25,970,816 | -$5,083,441 | NSP, FPE, PFFD, SCHX, FTSL | 13F-HR | 12 Jul 2022, 13:09 |
| Q1 2022 | 103 | $296,197,000 | +$46,937,768 | -$29,862,905 | +$17,074,863 | NSP, FPE, PFFD, SCHX, AAPL | 13F-HR | 13 Apr 2022, 15:34 |
| Q4 2021 | 110 | $294,954,000 | +$24,584,603 | -$26,740,469 | -$2,155,866 | NSP, FPE, PFFD, SCHX, AAPL | 13F-HR | 13 Jan 2022, 10:36 |
| Q3 2021 | 100 | $278,537,000 | +$18,737,999 | -$10,745,996 | +$7,992,003 | NSP, FPE, PFFD, SCHX, FTSL | 13F-HR | 12 Oct 2021, 10:23 |
| Q2 2021 | 100 | $272,002,000 | +$33,275,204 | -$21,788,255 | +$11,486,949 | NSP, FPE, PFFD, SCHX, FTSL | 13F-HR | 14 Jul 2021, 18:18 |
| Q1 2021 | 85 | $250,866,000 | +$58,812,175 | -$43,095,621 | +$15,716,554 | NSP, FPE, SCHX, PFFD, SCHM | 13F-HR | 21 Apr 2021, 10:14 |
| Q4 2020 | 77 | $220,093,000 | +$20,162,096 | -$19,376,591 | +$785,505 | NSP, FIRST TR EXCH TRADED FD III, SCHX, VHT, SCHM | 13F-HR | 20 Jan 2021, 09:41 |
| Q3 2020 | 83 | $206,856,000 | +$45,993,900 | -$17,937,351 | +$28,056,549 | NSP, FIRST TR EXCH TRADED FD III, SCHX, VHT, MAIN | 13F-HR | 15 Oct 2020, 08:28 |
| Q2 2020 | 78 | $194,987,000 | +$22,905,359 | -$8,285,429 | +$14,619,930 | NSP, FV, SCHX, AAPL, MSFT | 13F-HR | 08 Jul 2020, 10:13 |
| Q1 2020 | 62 | $141,993,000 | +$17,488,749 | -$29,783,153 | -$12,294,404 | FV, NSP, SCHX, VHT, MSFT | 13F-HR | 06 Apr 2020, 09:45 |
| Q4 2019 | 85 | $213,813,000 | +$32,853,020 | -$44,379,333 | -$11,526,313 | NSP, FV, SCHM, SCHX, MAIN | 13F-HR | 10 Jan 2020, 15:49 |
| Q3 2019 | 65 | $199,242,000 | +$65,760,579 | -$13,185,801 | +$52,574,778 | NSP, PGX, SCHM, MAIN, SCHX | 13F-HR | 16 Oct 2019, 12:22 |
| Q2 2019 | 59 | $143,905,000 | +$15,973,457 | -$28,536,078 | -$12,562,621 | PGX, SCHM, MAIN, SCHX, VHT | 13F-HR | 13 Aug 2019, 15:10 |
| Q1 2019 | 63 | $152,175,000 | +$37,838,485 | -$559,562 | +$37,278,923 | PGX, SCHM, SCHX, MAIN, VHT | 13F-HR | 23 Apr 2019, 11:08 |
| Q4 2018 | 47 | $103,313,000 | $0 | $0 | $0 | PGX, SCHM, MAIN, CVX, MSFT | 13F-HR | 28 Mar 2019, 15:19 |