Portfolio (Quarterly) Guide ↗

Trinity Legacy Partners, LLC

· CIK 0001652529

13F Portfolio $462M AUM 106 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 12 New 54 Added 24 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	QCOM	QUALCOMM INC	Technology	22,508	$3.8M	0.88%	SOLD
2	BLV	VANGUARD BD INDEX FDS	—	3,352	$233K	0.05%	SOLD
3	IBM	INTERNATIONAL BUSINESS MACHS	Technology	720	$213K	0.05%	SOLD

Sector Allocation

Technology 23.2%

Financial Services 15.4%

Industrials 11.0%

Energy 10.3%

Healthcare 9.0%

Consumer Defensive 7.4%

Communication Services 6.7%

Consumer Cyclical 6.7%

Utilities 4.5%

Real Estate 3.4%