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CIK: 0001652529
Total reported value
$500.5M
$500.5M
98 檔
15.8%
As reported in its official Q3 2025 Form 13F filing, Trinity Legacy Partners, LLC's tracked investment portfolio stood at $500.5M with 98 total positions.
In Q3 2025, Trinity Legacy Partners, LLC displayed an active expansion posture, initiating 4 new positions and adding to 35 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.92% | -0.48% | -8.68% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 3.83% | +0.09% | +0.91% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.76% | -0.11% | +0.57% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.42% | -0.19% | +1.63% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.25% | -0.15% | +1.52% | |
| 6 | VIS | Vanguard Industrials ETF | ETF-Other | 2.77% | -0.31% | +1.14% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.74% | +0.59% | +1.39% | |
| 8 | MAIN | Main Street Capital CORP | Stock-Financials | 2.50% | -0.06% | +1.21% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.41% | -0.52% | -1.22% | |
| 10 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 2.41% | -0.07% | +2.69% | |
| 11 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 2.28% | -0.09% | +1.22% | |
| 12 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 2.27% | — | +2.65% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.22% | +0.08% | +0.39% | |
| 14 | BSJU | Invesco Bulletshares 2030 Hy | ETF-Other | 2.06% | -0.04% | +2.42% | |
| 15 | PFFD | Global X US Preferred ETF | ETF-Other | 1.98% | -0.02% | +0.85% | |
| 16 | NSP | Insperity Inc | Stock-Other | 1.96% | +0.61% | -3.98% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.60% | +0.04% | +8.39% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.60% | -0.32% | +0.36% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.57% | -0.15% | +1.15% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.55% | -0.02% | +1.12% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.55% | +0.08% | -0.62% | |
| 22 | WM | Waste Management Inc | Stock-Industrials | 1.49% | +0.08% | +3.39% | |
| 23 | NOW | Servicenow Inc | Stock-Tech | 1.48% | +0.54% | +2.46% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.42% | -0.09% | +3.05% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 1.41% | -0.14% | -0.22% | |
| 26 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.39% | +1.59% | +1.82% | |
| 27 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.39% | +0.01% | +8.37% | |
| 28 | AXP | American Express Co | Stock-Financials | 1.35% | +0.04% | +0.38% | |
| 29 | SO | Southern Co/the | Stock-Utilities | 1.33% | -0.03% | +2.23% | |
| 30 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.31% | -0.25% | +1.46% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 1.29% | -0.28% | +3.49% | |
| 32 | MDT | Medtronic plc | Stock-Healthcare | 1.29% | -0.01% | +2.47% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.26% | +0.18% | +4.25% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 1.25% | +0.21% | +1.73% | |
| 35 | VHT | Vanguard Health Care ETF | ETF-Other | 1.20% | +0.04% | +0.22% | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.19% | +0.09% | +2.79% | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 1.17% | +0.05% | +4.56% | |
| 38 | EXC | Exelon CORP | Stock-Utilities | 1.14% | -0.03% | +2.64% | |
| 39 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.13% | -0.03% | +0.85% | |
| 40 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 1.08% | -0.11% | +4.80% | |
| 41 | MMSC | First Trust Multi-manager Sm | ETF-Other | 1.07% | -0.15% | +0.54% | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.06% | -0.01% | -0.53% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 1.03% | +0.04% | +2.89% | |
| 44 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 1.02% | -0.01% | +2.21% | |
| 45 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.99% | +0.23% | +2.56% | |
| 46 | VLO | Valero Energy CORP | Stock-Energy | 0.97% | -0.07% | -0.29% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.93% | -0.08% | +2.53% | |
| 48 | DE | Deere & Co | Stock-Industrials | 0.93% | -0.08% | +3.38% | |
| 49 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.92% | -0.08% | +0.58% | |
| 50 | QCOM | Qualcomm Inc | Stock-Tech | 0.85% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.9% | -1.22% | Trim |
| 2 | NVDA | Nvidia CORP | +0.8% | -8.68% | Trim |
| 3 | LLY | Eli Lilly & Co | +0.6% | +10.60% | Add |
| 4 | ABT | Abbott Laboratories | +0.5% | +5.40% | Add |
| 5 | AAPL | Apple Inc | +0.4% | +1.39% | Add |
| 6 | SCHX | Schwab US Large-cap ETF | +0.2% | +0.57% | Add |
| 7 | VGT | Vanguard Info Tech ETF | +0.2% | -0.62% | Trim |
| 8 | JEPQ | JPM Nasdaq Equity Premium | +0.2% | +8.37% | Add |
| 9 | CAT | Caterpillar Inc | +0.2% | +0.08% | Add |
| 10 | GS | Goldman Sachs Group Inc | +0.2% | -0.53% | Trim |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | +1.12% | Add |
| 12 | MMSC | First Trust Multi-manager Sm | +0.1% | +0.54% | Add |
| 13 | VLO | Valero Energy CORP | +0.1% | -0.29% | Add |
| 14 | MSFT | Microsoft CORP | +0.1% | +0.39% | Add |
| 15 | AXP | American Express Co | +0.1% | +0.38% | Trim |
| 16 | TECL | Dire Dai Tec Bull 3x Etf-usd | +0.1% | — | Unchanged |
| 17 | PRF | Invesco Rafi US 1000 ETF | +0.1% | +1.22% | Add |
| 18 | AMZN | Amazon.com Inc | +0.1% | +1.15% | Add |
| 19 | PANW | Palo Alto Networks Inc | +0.1% | +1.82% | Add |
| 20 | VIS | Vanguard Industrials ETF | +0.1% | +1.14% | Add |
| 21 | CVX | Chevron CORP | +0.1% | -0.22% | Add |
| 22 | AMGN | Amgen Inc | +0.1% | +4.56% | Add |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.99% | Add |
| 24 | VOX | Vanguard Communication Servi | +0.1% | +0.62% | Add |
| 25 | SO | Southern Co/the | 0% | +2.23% | Add |
| 26 | EXC | Exelon CORP | 0% | +2.64% | Add |
| 27 | VHT | Vanguard Health Care ETF | 0% | +0.22% | Add |
| 28 | BLV | Vanguard Long-term Bond ETF | 0% | +2.65% | Add |
| 29 | MDT | Medtronic plc | 0% | +2.47% | Add |
| 30 | FPE | Ft-preferred Secur & Inc ETF | — | +2.69% | Add |
| 31 | EXPD | Expeditors Intl Wash Inc | — | +2.56% | Add |
| 32 | SCHM | Schwab US Mid Cap ETF | 0% | +1.52% | Add |
| 33 | XOM | Exxon Mobil CORP | 0% | +3.49% | Add |
| 34 | TJX | Tjx Companies Inc | 0% | +1.46% | Add |
| 35 | MAIN | Main Street Capital CORP | 0% | +1.21% | Add |
| 36 | BSJU | Invesco Bulletshares 2030 Hy | -0.1% | +2.42% | Add |
| 37 | JCPB | Jpmorgan Core Plus Bond ETF | -0.1% | +0.91% | Add |
| 38 | JEPI | Jpmorgan Equity Premium Inco | -0.2% | +1.63% | Add |
| 39 | COST | Costco Wholesale CORP | -0.2% | +3.05% | Add |
| 40 | WM | Waste Management Inc | -0.3% | +3.39% | Add |
| 41 | NOW | Servicenow Inc | -0.3% | +2.46% | Add |
| 42 | JNJ | Johnson & Johnson | -0.8% | +0.36% | Trim |
| 43 | TXN | Texas Instruments Inc | -1.1% | -94.33% | Trim |
| 44 | NSP | Insperity Inc | -1.5% | -3.98% | Trim |
| 45 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 46 | RSPM | Invesco S&p 500 Equal Weight | — | EXIT | Sold out |
| 47 | URA | Global X Uranium ETF | — | NEW | New buy |
| 48 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 49 | IP | International Paper Co | — | EXIT | Sold out |
| 50 | AMD | Advanced Micro Devices | — | NEW | New buy |
According to official SEC Form 13F filings, Trinity Legacy Partners, LLC reported a total U.S. public equity portfolio value of $500.5M across 98 disclosed positions in Q3 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 NVDA, JCPB, SCHX) accounted for 15.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
QCOM
市值: $3.7M
Top Position Liquidated / Trimmed
RSPM
前期市值: $3.4M
During Q3 2025, Trinity Legacy Partners, LLC's top holdings by market value included NVDA (3.9%)、JCPB (3.8%)、SCHX (3.8%). The largest single position, NVDA, represented 3.9% of total portfolio value.
In Q3 2025, Trinity Legacy Partners, LLC made 49 total portfolio adjustments, initiating 4 new buys, adding to 35 positions, trimming 8 holdings, and fully liquidating 2 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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