Sign In
test

John P. Wilkinson III

Trinity Legacy Partners, Llc

Assets Managed
$500.466M
Holdings
109
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
8.36%(2Q avg: 7.16%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Trinity Legacy Partners, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 109 positions.

Assets under management

The assets under management (AUM) of Trinity Legacy Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 500.466M in assets, with a quarterly growth rate of 8.36% and a 2-quarter average growth rate of 7.16%. The portfolio is managed by John P. Wilkinson III, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 12.78%
4.13%
$20.631M
443,210 shares@ $46.56 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -2.79%
3.55%
$17.759M
599,762 shares@ $29.62 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.2%
3.54%
$17.686M
53,070 shares@ $333.27 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Decreased -2.38%
3.39%
$16.938M
481,343 shares@ $35.19 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -11.25%
3.07%
$15.357M
74,045 shares@ $207.41 avg price
PANW
Palo Alto Networks Inc
Recent Activity
Increased 5.82%
3%
$14.982M
42,323 shares@ $354.0 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 3.25%
2.79%
$13.929M
244,454 shares@ $56.98 avg price
VIS
Vanguard Industrials Etf
Recent Activity
Decreased -6.1%
2.62%
$13.063M
37,658 shares@ $346.9 avg price
MMSC
First Trust Multi-manager Sm
Recent Activity
Decreased -3.98%
2.47%
$12.336M
441,921 shares@ $27.92 avg price
MAIN
Main Street Capital Corp
Recent Activity
Increased 7.23%
2.42%
$12.099M
217,844 shares@ $55.55 avg price

1-10 of 109