Trinity Legacy Partners, LLC

HOUSTON, TX · CIK 1652529 · 13F filing filed 2026-07-24

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyHouston, TX

$500.4m reported value +8.3% vs Q1 2026

109positions

30.9%in top 10

10 new 45 added 45 reduced 7 sold out vs Q1 2026

Options: 1 call positions ($73.5k notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	443,210	$20.6m4.12%	4.12%	Added +50.2k	+50,189 12.8%
2	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	599,762	$17.8m3.55%	3.55%	Reduced -17.2k	-17,223 -2.8%
3	APPLE INC COM AAPL	AAPL	53,070	$17.7m3.53%	3.53%	Added +625	+625 1.2%
4	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	481,343	$16.9m3.39%	3.39%	Reduced -11.8k	-11,753 -2.4%
5	NVIDIA CORPORATION COM NVDA	NVDA	74,045	$15.4m3.07%	3.07%	Reduced -9.4k	-9,392 -11.3%
6	PALO ALTO NETWORKS INC COM PANW	PANW	42,323	$15.0m2.99%	2.99%	Added +2.3k	+2,327 5.8%
7	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	244,454	$13.9m2.78%	2.78%	Added +7.7k	+7,688 3.2%
8	VANGUARD WORLD FD INDUSTRIAL ETF VIS	VIS	37,658	$13.1m2.61%	2.61%	Reduced -2.5k	-2,450 -6.1%
9	FIRST TR EXCHNG TRADED FD VI MULTI MGR SML CP MMSC	MMSC	441,921	$12.3m2.47%	2.47%	Reduced -18.4k	-18,362 -4.0%
10	MAIN STR CAP CORP COM MAIN	MAIN	217,844	$12.1m2.42%	2.42%	Added +14.7k	+14,688 7.2%
11	INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF PRF	PRF	210,581	$11.5m2.30%	2.30%	Reduced -10.5k	-10,497 -4.8%
12	FIRST TR EXCH TRADED FD III PFD SECS INC ETF FPE	FPE	628,202	$11.3m2.25%	2.25%	Added +37.0k	+36,957 6.2%
13	MICROSOFT CORP COM MSFT	MSFT	28,022	$11.2m2.25%	2.25%	Added +2.5k	+2,546 10.0%
14	ALPHABET INC CAP STK CL C GOOG	GOOG	29,346	$10.4m2.07%	2.07%	Reduced -6.8k	-6,795 -18.8%
15	INVESCO EXCH TRD SLF IDX FD BULLETSHS 2030 BSJU	BSJU	387,313	$10.0m2.00%	2.00%	Added +25.1k	+25,050 6.9%
16	INVESCO EXCH TRADED FD TR II PFD ETF PGX	PGX	830,570	$9.0m1.80%	1.80%	Added +94.4k	+94,422 12.8%
17	WASTE MGMT INC DEL COM WM	WM	35,908	$8.7m1.74%	1.74%	Added +2.2k	+2,153 6.4%
18	SERVICENOW INC COM NOW	NOW	79,138	$8.2m1.64%	1.64%	Added +21.5k	+21,502 37.3%
19	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	16,302	$8.0m1.61%	1.61%	Added +1.1k	+1,107 7.3%
20	JOHNSON & JOHNSON COM JNJ	JNJ	31,986	$8.0m1.60%	1.60%	Reduced -4.9k	-4,917 -13.3%
21	JPMORGAN CHASE & CO COM JPM	JPM	22,274	$7.6m1.53%	1.53%	Reduced -763	-763 -3.3%
22	INSPERITY INC COM NSP	NSP	154,290	$7.6m1.53%	1.53%	Unchanged
23	VANGUARD WORLD FD INF TECH ETF VGT	VGT	65,097	$7.4m1.49%	1.49%	Reduced -2.7k	-2,655 -3.9%
24	AMAZON COM INC COM AMZN	AMZN	28,730	$7.2m1.43%	1.43%	Reduced -593	-593 -2.0%
25	COSTCO WHSL CORP NEW COM COST	COST	7,407	$7.0m1.40%	1.40%	Added +332	+332 4.7%
26	COCA COLA CO COM KO	KO	81,736	$6.9m1.39%	1.39%	Added +2.7k	+2,652 3.4%
27	PROCTER AND GAMBLE CO COM PG	PG	45,576	$6.9m1.38%	1.38%	Added +7.2k	+7,227 18.9%
28	AMGEN INC COM AMGN	AMGN	18,358	$6.8m1.36%	1.36%	Added +1.1k	+1,105 6.4%
29	EXXON MOBIL CORP COM XOM	XOM	46,713	$6.8m1.36%	1.36%	Reduced -4.0k	-3,968 -7.8%
30	CHEVRON CORP NEW COM CVX	CVX	37,041	$6.8m1.36%	1.36%	Reduced -548	-548 -1.5%
31	VISA INC COM CL A V	V	18,562	$6.8m1.35%	1.35%	Added +1.7k	+1,725 10.2%
32	EXPEDITORS INTL WASH INC COM EXPD	EXPD	36,556	$6.7m1.33%	1.33%	Added +1.4k	+1,405 4.0%
33	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	21,854	$6.6m1.33%	1.33%	Added +343	+343 1.6%
34	SOUTHERN CO COM SO	SO	67,566	$6.5m1.30%	1.30%	Added +3.7k	+3,684 5.8%
35	AMERICAN EXPRESS CO COM AXP	AXP	16,987	$6.1m1.23%	1.23%	Added +154	+154 0.9%
36	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	8,238	$6.1m1.23%	1.23%	Added +203	+203 2.5%
37	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	103,616	$6.1m1.23%	1.23%	Added +7.4k	+7,366 7.7%
38	GOLDMAN SACHS GROUP INC COM GS	GS	5,439	$6.0m1.19%	1.19%	Reduced -677	-677 -11.1%
39	TJX COS INC NEW COM TJX	TJX	38,419	$5.9m1.19%	1.19%	Reduced -3.1k	-3,099 -7.5%
40	VALERO ENERGY CORP COM VLO	VLO	19,676	$5.9m1.18%	1.18%	Reduced -4.8k	-4,784 -19.6%
41	GLOBAL X FDS GLB X MLP ENRG I MLPX	MLPX	75,974	$5.8m1.16%	1.16%	Reduced -223	-223 -0.3%
42	EXELON CORP COM EXC	EXC	120,809	$5.7m1.13%	1.13%	Added +10.7k	+10,665 9.7%
43	DEERE & CO COM DE	DE	9,322	$5.6m1.12%	1.12%	Reduced -3	-3 -0.0%
44	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	104,999	$5.5m1.10%	1.10%	Added +6.2k	+6,185 6.3%
45	VERIZON COMMUNICATIONS INC COM VZ	VZ	112,299	$4.9m0.98%	0.98%	Added +5.1k	+5,088 4.8%
46	ELI LILLY & CO COM LLY	LLY	3,961	$4.6m0.93%	0.93%	Added +564	+564 16.6%
47	FREEPORT-MCMORAN INC CL B FCX	FCX	77,597	$4.5m0.91%	0.91%	Reduced -7.1k	-7,129 -8.4%
48	IRON MTN INC DEL COM IRM	IRM	36,011	$4.4m0.88%	0.88%	Reduced -2.9k	-2,853 -7.3%
49	COGNIZANT TECHNOLOGY SOLUTIO CL A CTSH	CTSH	96,472	$4.3m0.86%	0.86%	Added +21.9k	+21,902 29.4%
50	VANGUARD WORLD FD COMM SRVC ETF VOX	VOX	20,646	$4.0m0.79%	0.79%	Added +1.1k	+1,143 5.9%
51	DIGITAL RLTY TR INC COM DLR	DLR	20,635	$3.6m0.72%	0.72%	Reduced -371	-371 -1.8%
52	CATERPILLAR INC COM CAT	CAT	3,976	$3.5m0.70%	0.70%	Added +68	+68 1.7%
53	GLOBAL X FDS GLOBAL X URANIUM URA	URA	88,517	$3.5m0.69%	0.69%	Added +10.8k	+10,750 13.8%
54	VANGUARD WORLD FD FINANCIALS ETF VFH	VFH	24,363	$3.4m0.68%	0.68%	Reduced -253	-253 -1.0%
55	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	86,311	$3.3m0.66%	0.66%	Reduced -6.2k	-6,200 -6.7%
56	STRYKER CORPORATION COM SYK	SYK	9,496	$3.1m0.63%	0.63%	Added +3.0k	+3,028 46.8%
57	DOUBLELINE INCOME SOLUTIONS COM DSL	DSL	277,377	$3.0m0.59%	0.59%	Reduced -5.0k	-4,969 -1.8%
58	MCDONALDS CORP COM MCD	MCD	10,396	$2.8m0.57%	0.57%	Added +1.4k	+1,363 15.1%
59	FIRST TR EXCHANGE-TRADED FD SENIOR LN FD FTSL	FTSL	59,279	$2.7m0.53%	0.53%	Reduced -5.5k	-5,478 -8.5%
60	VANGUARD WORLD FD CONSUM DIS ETF VCR	VCR	6,616	$2.6m0.53%	0.53%	Reduced -85	-85 -1.3%
61	VANGUARD WORLD FD CONSUM STP ETF VDC	VDC	11,094	$2.6m0.52%	0.52%	Reduced -33	-33 -0.3%
62	VANGUARD WORLD FD ENERGY ETF VDE	VDE	15,521	$2.5m0.50%	0.50%	Reduced -55	-55 -0.3%
63	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	6,141	$2.5m0.49%	0.49%	Added +483	+483 8.5%
64	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	11,906	$1.9m0.38%	0.38%	Added +45	+45 0.4%
65	WOODWARD INC COM WWD	WWD	4,800	$1.9m0.38%	0.38%	Unchanged
66	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,411	$1.8m0.36%	0.36%	Reduced -17	-17 -0.7%
67	VANGUARD WORLD FD UTILITIES ETF VPU	VPU	8,227	$1.6m0.32%	0.32%	Reduced -22	-22 -0.3%
68	DIREXION SHS ETF TR DLY TECH BULL 3X TECL	TECL	6,900	$1.3m0.25%	0.25%	Unchanged
69	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	12,006	$1.2m0.24%	0.24%	Reduced -9	-9 -0.1%
70	HOME DEPOT INC COM HD	HD	2,902	$1.0m0.20%	0.20%	Added +774	+774 36.4%
71	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,474	$876.8k0.18%	0.18%	Reduced -351	-351 -12.4%
72	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,175	$829.2k0.17%	0.17%	Reduced -24	-24 -2.0%
73	CANADIAN NAT RES LTD COM CNQ	CNQ	18,357	$786.8k0.16%	0.16%	Reduced -1.3k	-1,325 -6.7%
74	KINDER MORGAN INC DEL COM KMI	KMI	21,439	$697.6k0.14%	0.14%	Reduced -4.1k	-4,053 -15.9%
75	APPLIED MATLS INC COM AMAT	AMAT	1,238	$694.2k0.14%	0.14%	Reduced -221	-221 -15.2%
76	VANGUARD WORLD FD MATERIALS ETF VAW	VAW	2,760	$623.2k0.12%	0.12%	Reduced -48	-48 -1.7%
77	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	847	$584.4k0.12%	0.12%	Reduced -21	-21 -2.4%
78	PEPSICO INC COM PEP	PEP	3,942	$549.6k0.11%	0.11%	Unchanged
79	MEDTRONIC PLC SHS MDT	MDT	6,340	$529.8k0.11%	0.11%	Added +172	+172 2.8%
80	GLOBAL X FDS US PFD ETF PFFD	PFFD	28,476	$528.8k0.11%	0.11%	Reduced -2.2k	-2,193 -7.2%
81	CHENIERE ENERGY INC COM NEW LNG	LNG	2,030	$525.8k0.11%	0.11%	Unchanged
82	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,039	$520.5k0.10%	0.10%	Reduced -318	-318 -23.4%
83	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	3,554	$513.9k0.10%	0.10%	New
84	PROLOGIS INC. COM PLD	PLD	3,166	$475.1k0.09%	0.09%	Added +22	+22 0.7%
85	BOEING CO COM BA	BA	2,173	$465.8k0.09%	0.09%	Reduced -3	-3 -0.1%
86	PNC FINL SVCS GROUP INC COM PNC	PNC	1,793	$457.6k0.09%	0.09%	Unchanged
87	FIRST TR EXCHANGE-TRADED FD WTR ETF FIW	FIW	3,914	$429.4k0.09%	0.09%	Added +6	+6 0.1%
88	UNITEDHEALTH GROUP INC COM UNH	UNH	976	$413.3k0.08%	0.08%	New
89	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	2,626	$353.0k0.07%	0.07%	Added +29	+29 1.1%
90	CULLEN FROST BANKERS INC COM CFR	CFR	2,085	$340.9k0.07%	0.07%	New
91	EOG RES INC COM EOG	EOG	2,338	$323.7k0.06%	0.06%	Added +290	+290 14.2%
92	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	9,450	$312.2k0.06%	0.06%	Reduced -310	-310 -3.2%
93	ENBRIDGE INC COM ENB	ENB	5,471	$308.9k0.06%	0.06%	Added +720	+720 15.2%
94	MACYS INC COM M	M	12,670	$305.6k0.06%	0.06%	New
95	GENERAL DYNAMICS CORP COM GD	GD	806	$297.3k0.06%	0.06%	Added +4	+4 0.5%
96	DIREXION SHS ETF TR DRX S&P500BULL SPXL	SPXL	1,080	$296.2k0.06%	0.06%	Reduced -1.4k	-1,450 -57.3%
97	ENTERGY CORP NEW COM ETR	ETR	2,557	$293.7k0.06%	0.06%	Added +15	+15 0.6%
98	AT&T INC COM T	T	13,284	$292.0k0.06%	0.06%	New
99	PHILIP MORRIS INTL INC COM PM	PM	1,511	$286.9k0.06%	0.06%	Unchanged
100	DEVON ENERGY CORP NEW COM DVN	DVN	6,490	$279.3k0.06%	0.06%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
WALMART INC WMT	WMT	3,288	$411.2k3.3k shares
NEWMONT CORP NEM	NEM	2,950	$351.9k3.0k shares
ABBOTT LABS ABT	ABT	2,685	$271.3k2.7k shares
SEMPRA SRE	SRE	2,797	$268.9k2.8k shares
COTERRA ENERGY INC CTRA	CTRA	7,422	$235.1k7.4k shares
CONSTELLATION ENERGY CORP CEG	CEG	771	$228.7k771 shares
SCHLUMBERGER LTD SLB	SLB	4,175	$215.0k4.2k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
CHEVRON CORP NEW CVX · Call	CVX	Call	400	$73.5k400 shares	New