# EDGAR Filing Document

**Accession Number:** 0001652529
**File Stem:** 0001652529-23-000001
**Filing Date:** 2023-1
**Character Count:** 11747
**Document Hash:** 3127ce25dd56bb899fd3ea9f1486489e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001652529-23-000001.hdr.sgml**: 20230109

**ACCESSION NUMBER**: 0001652529-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230109

**DATE AS OF CHANGE**: 20230109

**EFFECTIVENESS DATE**: 20230109

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Trinity Legacy Partners, LLC
- **CENTRAL INDEX KEY:** 0001652529
- **IRS NUMBER:** 453096569
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19453
- **FILM NUMBER:** 23517754

**BUSINESS ADDRESS:**
- **STREET 1:** 24 GREENWAY PLAZA
- **STREET 2:** SUITE 546
- **CITY:** HOUSTON
- **STATE:** TX
- **ZIP:** 77046
- **BUSINESS PHONE:** (713) 999-8053

**MAIL ADDRESS:**
- **STREET 1:** 24 GREENWAY PLAZA
- **STREET 2:** SUITE 546
- **CITY:** HOUSTON
- **STATE:** TX
- **ZIP:** 77046

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Trinity Legacy Partners LLC
- **DATE OF NAME CHANGE:** 20150904

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Trinity Legacy Partners LLC<br>**Address:** 24 GREENWAY PLAZA<br>SUITE 546<br>HOUSTON, TX 77046

**Form 13F File Number:** 028-19453

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** John P. Wilkinson III<br>**Title:** President Chief Compliance Officer Chief Executive Officer<br>**Phone:** 713-999-8053

**Signature, Place, and Date of Signing:**

John P. Wilkinson III  Houston, TX  01-09-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 80

**Form 13F Information Table Value Total:** $251112475

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 374WATER INC | COM | 88583P104 |  | 582285 | 203596 | SH |  | SOLE | 0 | 0 | 0 | 203596 |
| ABBVIE INC | COM | 00287Y109 |  | 4533764 | 28054 | SH |  | SOLE | 0 | 0 | 0 | 28054 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 358469 | 4040 | SH |  | SOLE | 0 | 0 | 0 | 4040 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 205576 | 2330 | SH |  | SOLE | 0 | 0 | 0 | 2330 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 2994597 | 20268 | SH |  | SOLE | 0 | 0 | 0 | 20268 |
| APPLE INC | COM | 037833100 |  | 6801952 | 52351 | SH |  | SOLE | 0 | 0 | 0 | 52351 |
| AT INC | COM | 00206R102 |  | 271860 | 14767 | SH |  | SOLE | 0 | 0 | 0 | 14767 |
| BAKER HUGHES COMPANY | CL A | 05722G100 |  | 260661 | 8827 | SH |  | SOLE | 0 | 0 | 0 | 8827 |
| BANK AMERICA CORP | COM | 060505104 |  | 345937 | 10445 | SH |  | SOLE | 0 | 0 | 0 | 10445 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 5021170 | 16255 | SH |  | SOLE | 0 | 0 | 0 | 16255 |
| BOEING CO | COM | 097023105 |  | 396981 | 2084 | SH |  | SOLE | 0 | 0 | 0 | 2084 |
| BUNGE LIMITED | COM | G16962105 |  | 4339979 | 43500 | SH |  | SOLE | 0 | 0 | 0 | 43500 |
| CANADIAN NAT RES LTD | COM | 136385101 |  | 3982001 | 71709 | SH |  | SOLE | 0 | 0 | 0 | 71709 |
| CATERPILLAR INC | COM | 149123101 |  | 5068738 | 21159 | SH |  | SOLE | 0 | 0 | 0 | 21159 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 |  | 251933 | 1680 | SH |  | SOLE | 0 | 0 | 0 | 1680 |
| CHEVRON CORP NEW | COM | 166764100 |  | 5740120 | 31980 | SH |  | SOLE | 0 | 0 | 0 | 31980 |
| CONFLUENT INC | CLASS A COM | 20717M103 |  | 767280 | 34500 | SH |  | SOLE | 0 | 0 | 0 | 34500 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 3896228 | 8535 | SH |  | SOLE | 0 | 0 | 0 | 8535 |
| CUMMINS INC | COM | 231021106 |  | 445087 | 1837 | SH |  | SOLE | 0 | 0 | 0 | 1837 |
| CVS HEALTH CORP | COM | 126650100 |  | 2877521 | 30878 | SH |  | SOLE | 0 | 0 | 0 | 30878 |
| DEERE  CO | COM | 244199105 |  | 225957 | 527 | SH |  | SOLE | 0 | 0 | 0 | 527 |
| DEVON ENERGY CORP NEW | COM | 25179M103 |  | 3977421 | 64663 | SH |  | SOLE | 0 | 0 | 0 | 64663 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 1643790 | 68150 | SH |  | SOLE | 0 | 0 | 0 | 68150 |
| EOG RES INC | COM | 26875P101 |  | 254248 | 1963 | SH |  | SOLE | 0 | 0 | 0 | 1963 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 743275 | 6739 | SH |  | SOLE | 0 | 0 | 0 | 6739 |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 |  | 16120613 | 959560 | SH |  | SOLE | 0 | 0 | 0 | 959560 |
| FIRST TR EXCHANGE TRADED FD | WTR ETF | 33733B100 |  | 455764 | 5743 | SH |  | SOLE | 0 | 0 | 0 | 5743 |
| FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 33738D309 |  | 8859414 | 198686 | SH |  | SOLE | 0 | 0 | 0 | 198686 |
| FORD MTR CO DEL | COM | 345370860 |  | 186431 | 16030 | SH |  | SOLE | 0 | 0 | 0 | 16030 |
| GENERAL ELECTRIC CO | COM NEW | 369604301 |  | 234195 | 2795 | SH |  | SOLE | 0 | 0 | 0 | 2795 |
| GLOBAL X FDS | GLB X MLP ENRG I | 37954Y293 |  | 4901798 | 120260 | SH |  | SOLE | 0 | 0 | 0 | 120260 |
| GLOBAL X FDS | US PFD ETF | 37954Y657 |  | 6822373 | 352213 | SH |  | SOLE | 0 | 0 | 0 | 352213 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 5501647 | 16022 | SH |  | SOLE | 0 | 0 | 0 | 16022 |
| HOME DEPOT INC | COM | 437076102 |  | 2637979 | 8352 | SH |  | SOLE | 0 | 0 | 0 | 8352 |
| INSPERITY INC | COM | 45778Q107 |  | 29803311 | 262353 | SH |  | SOLE | 0 | 0 | 0 | 262353 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 524533 | 3723 | SH |  | SOLE | 0 | 0 | 0 | 3723 |
| INVESCO EXCH TRADED FD TR II | VAR RATE PFD | 46138G870 |  | 3747190 | 167360 | SH |  | SOLE | 0 | 0 | 0 | 167360 |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 46137V613 |  | 8584139 | 55328 | SH |  | SOLE | 0 | 0 | 0 | 55328 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 288958 | 2396 | SH |  | SOLE | 0 | 0 | 0 | 2396 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 7281444 | 133629 | SH |  | SOLE | 0 | 0 | 0 | 133629 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 5203658 | 29457 | SH |  | SOLE | 0 | 0 | 0 | 29457 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 806446 | 6014 | SH |  | SOLE | 0 | 0 | 0 | 6014 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 3422175 | 189280 | SH |  | SOLE | 0 | 0 | 0 | 189280 |
| MAGELLAN MIDSTREAM PRTNRS LP | COM UNIT RP LP | 559080106 |  | 223266 | 4447 | SH |  | SOLE | 0 | 0 | 0 | 4447 |
| MAIN STR CAP CORP | COM | 56035L104 |  | 6164472 | 166833 | SH |  | SOLE | 0 | 0 | 0 | 166833 |
| MEDICAL PPTYS TRUST INC | COM | 58463J304 |  | 137534 | 12346 | SH |  | SOLE | 0 | 0 | 0 | 12346 |
| MICROSOFT CORP | COM | 594918104 |  | 5489767 | 22891 | SH |  | SOLE | 0 | 0 | 0 | 22891 |
| MOLSON COORS BEVERAGE CO | CL B | 60871R209 |  | 2733548 | 53058 | SH |  | SOLE | 0 | 0 | 0 | 53058 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 3960037 | 7258 | SH |  | SOLE | 0 | 0 | 0 | 7258 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 3351228 | 22932 | SH |  | SOLE | 0 | 0 | 0 | 22932 |
| PEPSICO INC | COM | 713448108 |  | 5632437 | 31177 | SH |  | SOLE | 0 | 0 | 0 | 31177 |
| PFIZER INC | COM | 717081103 |  | 5500507 | 107348 | SH |  | SOLE | 0 | 0 | 0 | 107348 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 298752 | 2952 | SH |  | SOLE | 0 | 0 | 0 | 2952 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 5804293 | 38297 | SH |  | SOLE | 0 | 0 | 0 | 38297 |
| PROSHARES TR | S MDCP 400 DIV | 74347B680 |  | 349665 | 4887 | SH |  | SOLE | 0 | 0 | 0 | 4887 |
| PROSHARES TR | ULTRAPRO SHT QQQ | 74347G432 |  | 270050 | 5000 | SH |  | SOLE | 0 | 0 | 0 | 5000 |
| SCHLUMBERGER LTD | COM STK | 806857108 |  | 358984 | 6715 | SH |  | SOLE | 0 | 0 | 0 | 6715 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 5776649 | 88045 | SH |  | SOLE | 0 | 0 | 0 | 88045 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 8724934 | 193243 | SH |  | SOLE | 0 | 0 | 0 | 193243 |
| SHELL PLC | SPON ADS | 780259305 |  | 213506 | 3749 | SH |  | SOLE | 0 | 0 | 0 | 3749 |
| SOUTHERN CO | COM | 842587107 |  | 3558503 | 49832 | SH |  | SOLE | 0 | 0 | 0 | 49832 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2084539 | 5451 | SH |  | SOLE | 0 | 0 | 0 | 5451 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 228787 | 1220 | SH |  | SOLE | 0 | 0 | 0 | 1220 |
| UNION PAC CORP | COM | 907818108 |  | 283479 | 1369 | SH |  | SOLE | 0 | 0 | 0 | 1369 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 4753294 | 8965 | SH |  | SOLE | 0 | 0 | 0 | 8965 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 766361 | 6041 | SH |  | SOLE | 0 | 0 | 0 | 6041 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 593811 | 1690 | SH |  | SOLE | 0 | 0 | 0 | 1690 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 1593392 | 14725 | SH |  | SOLE | 0 | 0 | 0 | 14725 |
| VANGUARD WORLD FDS | ENERGY ETF | 92204A306 |  | 1310430 | 10805 | SH |  | SOLE | 0 | 0 | 0 | 10805 |
| VANGUARD WORLD FDS | HEALTH CAR ETF | 92204A504 |  | 3312708 | 13355 | SH |  | SOLE | 0 | 0 | 0 | 13355 |
| VANGUARD WORLD FDS | FINANCIALS ETF | 92204A405 |  | 960247 | 11607 | SH |  | SOLE | 0 | 0 | 0 | 11607 |
| VANGUARD WORLD FDS | UTILITIES ETF | 92204A876 |  | 1761676 | 11487 | SH |  | SOLE | 0 | 0 | 0 | 11487 |
| VANGUARD WORLD FDS | INF TECH ETF | 92204A702 |  | 795970 | 2492 | SH |  | SOLE | 0 | 0 | 0 | 2492 |
| VANGUARD WORLD FDS | INDUSTRIAL ETF | 92204A603 |  | 1003242 | 5493 | SH |  | SOLE | 0 | 0 | 0 | 5493 |
| VANGUARD WORLD FDS | CONSUM STP ETF | 92204A207 |  | 1176048 | 6139 | SH |  | SOLE | 0 | 0 | 0 | 6139 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 202437 | 5138 | SH |  | SOLE | 0 | 0 | 0 | 5138 |
| VISA INC | COM CL A | 92826C839 |  | 4807976 | 23142 | SH |  | SOLE | 0 | 0 | 0 | 23142 |
| WALMART INC | COM | 931142103 |  | 202193 | 1426 | SH |  | SOLE | 0 | 0 | 0 | 1426 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 4895127 | 31203 | SH |  | SOLE | 0 | 0 | 0 | 31203 |
| WOODWARD INC | COM | 980745103 |  | 463728 | 4800 | SH |  | SOLE | 0 | 0 | 0 | 4800 |

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