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CIK: 0001652529
Total reported value
$500.5M
$500.5M
94 檔
14.1%
According to the latest 13F quarterly dataset, Trinity Legacy Partners, LLC managed an equity portfolio of $500.5M at the end of Q1 2025, spanning 94 distinct U.S. exchange-listed positions.
In Q1 2025, Trinity Legacy Partners, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 3.95% | +0.09% | +23.95% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.57% | -0.19% | +4.07% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.54% | -0.11% | +1.70% | |
| 4 | NSP | Insperity Inc | Stock-Other | 3.48% | +0.61% | — | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.26% | -0.15% | +4.27% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.14% | -0.48% | +2.63% | |
| 7 | VIS | Vanguard Industrials ETF | ETF-Other | 2.69% | -0.31% | -4.34% | |
| 8 | MAIN | Main Street Capital CORP | Stock-Financials | 2.54% | -0.06% | -9.29% | |
| 9 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 2.41% | -0.07% | +4.45% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.36% | -0.32% | +99.63% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.36% | +0.59% | -0.11% | |
| 12 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 2.26% | — | +20.47% | |
| 13 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 2.19% | -0.09% | +5.95% | |
| 14 | BSJU | Invesco Bulletshares 2030 Hy | ETF-Other | 2.15% | -0.04% | +29.93% | |
| 15 | PFFD | Global X US Preferred ETF | ETF-Other | 2.13% | -0.02% | +25.33% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 2.12% | +0.08% | +5.39% | |
| 17 | NOW | Servicenow Inc | Stock-Tech | 1.79% | +0.54% | +5.13% | |
| 18 | WM | Waste Management Inc | Stock-Industrials | 1.75% | +0.08% | +2.12% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.74% | +0.04% | -3.67% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.64% | -0.09% | -0.47% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.54% | -0.52% | -2.01% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.48% | -0.15% | -18.47% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.41% | -0.02% | -14.72% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.39% | +0.18% | +0.84% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.37% | +0.21% | -16.86% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.34% | -0.14% | +8.50% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.33% | +0.08% | +14.79% | |
| 28 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.32% | -0.25% | -0.06% | |
| 29 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.30% | +1.59% | +0.27% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 1.30% | -0.28% | +185.57% | |
| 31 | SO | Southern Co/the | Stock-Utilities | 1.29% | -0.03% | +1.62% | |
| 32 | MDT | Medtronic plc | Stock-Healthcare | 1.28% | -0.01% | +39.11% | |
| 33 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 1.25% | -0.11% | -0.86% | |
| 34 | AXP | American Express Co | Stock-Financials | 1.25% | +0.04% | -21.81% | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.24% | +0.09% | +51.22% | |
| 36 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.19% | -0.03% | +2.16% | |
| 37 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.19% | +0.01% | +13.14% | |
| 38 | VHT | Vanguard Health Care ETF | ETF-Other | 1.18% | +0.04% | +3.04% | |
| 39 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 1.13% | -0.01% | -5.79% | |
| 40 | TXN | Texas Instruments Inc | Stock-Tech | 1.12% | — | +764.17% | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 1.10% | +0.05% | +3.94% | |
| 42 | EXC | Exelon CORP | Stock-Utilities | 1.10% | -0.03% | — | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 1.08% | +0.04% | -26.87% | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.06% | -0.08% | +76.21% | |
| 45 | DE | Deere & Co | Stock-Industrials | 1.05% | -0.08% | — | |
| 46 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.99% | +0.23% | — | |
| 47 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.95% | -0.08% | -13.10% | |
| 48 | MMSC | First Trust Multi-manager Sm | ETF-Other | 0.93% | -0.15% | +10.35% | |
| 49 | DSL | Doubleline Income Solutions | Stock-Other | 0.91% | -0.10% | +6.88% | |
| 50 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.89% | -0.01% | +133.27% |
According to official SEC Form 13F filings, Trinity Legacy Partners, LLC reported a total U.S. public equity portfolio value of $500.5M across 94 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JCPB, JEPI, SCHX) accounted for 14.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
JCPB
市值: $15.6M
During Q1 2025, Trinity Legacy Partners, LLC's top holdings by market value included JCPB (4.0%)、JEPI (3.6%)、SCHX (3.5%). The largest single position, JCPB, represented 4.0% of total portfolio value.
In Q1 2025, Trinity Legacy Partners, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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