Arkolith/Funds/Trinity Legacy Partners, LLC

Trinity Legacy Partners, LLC

CIK 1652529
Holdings as of Jun 30, 2026·disclosed Jul 24, 2026·~24-day 13F lag·13F-HR
Active Filer

Trinity Legacy Partners, LLC holds a diversified book of 109 reported positions worth $500.4M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter they opened Accenture PLC-CL A and trimmed Schwab US Large-Cap ETF. Their largest long position is JPMorgan Core Plus Bond ETF at 4% of the reported non-option book. They also disclosed $74K in call options (bullish), shown separately below and excluded from the non-option book.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
18%
Top 10 holdings
31%
Top 20 holdings
50%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

57% mapped to company sectors

ETFs / funds
41%
Information Technology
18%
Financials
7%
Industrials
6%
Health Care
5%
Utilities
5%
Consumer Discretionary
5%
Energy
4%

+5 sectors below the cut, 9% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Trinity Legacy Partners, LLC

Manager / fundShared namesTheir $ in those
Hoffman, Alan N Investment Management9 / 80$161.9M
9823 Capital, L.P.8 / 80$126.3M
United American Securities Inc. (d/b/a UAS Asset Management)8 / 80$381.1M
Ardent Capital Management, Inc.15 / 80$194.6M
Independent Investors Inc27 / 80$420.8M
Emerald Advisors, LLC29 / 80$638.4M
New World Advisors LLC31 / 80$466.7M
Ables, Iannone, Moore & Associates, Inc.26 / 80$146.0M

Ranked by the share of each fund's own book sitting in the names it shares with Trinity Legacy Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

109 positions
#SecurityValueShares% PortLast moveHistory
1J P Morgan Exchange Traded F
CORE PLUS BD ETF
$20.6M443.2K
4.1%
+13%
Added · +50K sh
2Schwab Strategic TR
US LRG CAP ETF
$17.8M599.8K
3.5%
−2.8%
Reduced · −17K sh
3Apple Inc
COM
$17.7M53.1K
3.5%
+1.2%
Added · +625 sh
4Schwab Strategic TR
US MID-CAP ETF
$16.9M481.3K
3.4%
−2.4%
Reduced · −12K sh
5Nvidia Corporation
COM
$15.4M74.0K
3.1%
−11%
Reduced · −9K sh
6Palo Alto Networks Inc
COM
$15.0M42.3K
3.0%
+5.8%
Added · +2K sh
7J P Morgan Exchange Traded F
EQUITY PREMIUM
$13.9M244.5K
2.8%
+3.2%
Added · +8K sh
8Vanguard World FD
INDUSTRIAL ETF
$13.1M37.7K
2.6%
−6.1%
Reduced · −2K sh
9First TR Exchng Traded FD VI
MULTI MGR SML CP
$12.3M441.9K
2.5%
−4.0%
Reduced · −18K sh
10Main STR Cap Corp
COM
$12.1M217.8K
2.4%
+7.2%
Added · +15K sh
11Invesco Exchange Traded FD T
RAFI US 1000 ETF
$11.5M210.6K
2.3%
−4.7%
Reduced · −10K sh
12First TR Exch Traded FD III
PFD SECS INC ETF
$11.3M628.2K
2.3%
+6.3%
Added · +37K sh
13Microsoft Corp
COM
$11.2M28.0K
2.2%
+10.0%
Added · +3K sh
14Alphabet Inc
CAP STK CL C
$10.4M29.3K
2.1%
−19%
Reduced · −7K sh
15Invesco Exch TRD SLF Idx FD
BULLETSHS 2030
$10.0M387.3K
2.0%
+6.9%
Added · +25K sh
16Invesco Exch Traded FD TR II
PFD ETF
$9.0M830.6K
1.8%
+13%
Added · +94K sh
17Waste Mgmt Inc Del
COM
$8.7M35.9K
1.7%
+6.4%
Added · +2K sh
18Servicenow Inc
COM
$8.2M79.1K
1.6%
+37%
Added · +22K sh
19Berkshire Hathaway Inc Del
CL B NEW
$8.0M16.3K
1.6%
+7.3%
Added · +1K sh
20Johnson & Johnson
COM
$8.0M32.0K
1.6%
−13%
Reduced · −5K sh
21JPMorgan Chase & Co
COM
$7.6M22.3K
1.5%
−3.3%
Reduced · −763 sh
22Insperity Inc
COM
$7.6M154.3K
1.5%
Held
23Vanguard World FD
INF TECH ETF
$7.4M65.1K
1.5%
+669%
Added · +57K sh
24Amazon Com Inc
COM
$7.2M28.7K
1.4%
−2.0%
Reduced · −593 sh
25Costco Wholesale Corporation
COM
$7.0M7.4K
1.4%
+4.7%
Added · +332 sh
26Coca Cola Co
COM
$6.9M81.7K
1.4%
+3.4%
Added · +3K sh
27Procter & Gamble Co
COM
$6.9M45.6K
1.4%
+19%
Added · +7K sh
28Amgen Inc
COM
$6.8M18.4K
1.4%
+6.4%
Added · +1K sh
29Exxon Mobil Corp
COM
$6.8M46.7K
1.4%
−7.8%
Reduced · −4K sh
30Chevron Corporation
COM
$6.8M37.0K
1.4%
−1.4%
Reduced · −548 sh
31Visa Inc
COM CL A
$6.8M18.6K
1.4%
+10%
Added · +2K sh
32Expeditors Intl Wash Inc
COM
$6.7M36.6K
1.3%
+4.0%
Added · +1K sh
33Vanguard World FD
HEALTH CAR ETF
$6.6M21.9K
1.3%
+1.6%
Added · +343 sh
34Southern Co
COM
$6.5M67.6K
1.3%
+5.8%
Added · +4K sh
35American Express Co
COM
$6.1M17.0K
1.2%
+0.9%
Added · +154 sh
36Seagate Technology HLDNGS PL
ORD SHS
$6.1M8.2K
1.2%
+2.5%
Added · +203 sh
37J P Morgan Exchange Traded F
NASDAQ EQT PREM
$6.1M103.6K
1.2%
+7.7%
Added · +7K sh
38Goldman Sachs Group Inc
COM
$6.0M5.4K
1.2%
−11%
Reduced · −677 sh
39TJX Cos Inc New
COM
$5.9M38.4K
1.2%
−7.5%
Reduced · −3K sh
40Valero Energy Corp
COM
$5.9M19.7K
1.2%
−20%
Reduced · −5K sh
41Global X FDS
GLB X MLP ENRG I
$5.8M76.0K
1.2%
−0.3%
Reduced · −223 sh
42Exelon Corp
COM
$5.7M120.8K
1.1%
+9.7%
Added · +11K sh
43Deere & Co
COM
$5.6M9.3K
1.1%
~0%
Reduced · −3 sh
44Ishares TR
ISHS 1-5YR INVS
$5.5M105.0K
1.1%
+6.3%
Added · +6K sh
45Verizon Communications Inc
COM
$4.9M112.3K
1.0%
+4.7%
Added · +5K sh
46Eli Lilly & Co
COM
$4.6M4.0K
0.9%
+17%
Added · +564 sh
47Freeport McMoran Inc
CL B
$4.5M77.6K
0.9%
−8.4%
Reduced · −7K sh
48Iron MTN Inc Del
COM
$4.4M36.0K
0.9%
−7.3%
Reduced · −3K sh
49Cognizant Technology Solutio
CL A
$4.3M96.5K
0.9%
+29%
Added · +22K sh
50Vanguard World FD
COMM SRVC ETF
$4.0M20.6K
0.8%
+5.9%
Added · +1K sh
Showing 50 of 109 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$74K
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishCHEVRON CORPCVX$74K400

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the non-option book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

$500.5M · Q2 2026Q3 2024 · $389.2MQ2 2026 · $500.5M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 24, 202624d110$500.5M13F-HR
Q1 2026Mar 31, 2026Apr 16, 202616d106$461.9M13F-HR
Q4 2025Dec 31, 2025Jan 26, 202626d97$435.9M13F-HR
Q3 2025Sep 30, 2025Nov 4, 202535d98$434.5M13F-HR
Q2 2025Jun 30, 2025Jul 21, 202521d95$411.6M13F-HR
Q1 2025Mar 31, 2025May 14, 202544d94$395.2M13F-HR
Q4 2024Dec 31, 2024Feb 3, 202534d94$388.1M13F-HR
Q3 2024Sep 30, 2024Oct 31, 202431d97$389.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.