# EDGAR Filing Document

**Accession Number:** 0001652529
**File Stem:** 0001214659-25-015825
**Filing Date:** 2025-11
**Character Count:** 13591
**Document Hash:** 789a119447ea06e488c1e9b0c17b85a9
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001214659-25-015825.hdr.sgml**: 20251104

**ACCESSION NUMBER**: 0001214659-25-015825

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251104

**DATE AS OF CHANGE**: 20251104

**EFFECTIVENESS DATE**: 20251104

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Trinity Legacy Partners, LLC
- **CENTRAL INDEX KEY:** 0001652529

**ORGANIZATION NAME:**
- **EIN:** 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:** 251446982

**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:** 09-30-2025

**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  11-03-2025<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:** 98

**Form 13F Information Table Value Total:** $434484233

      (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 |  | 88506 | 231691 | SH |  | SOLE |  | 0 | 0 | 231691 |
| ABBOTT LABS | COM | 002824100 |  | 2254212 | 18235 | SH |  | SOLE |  | 0 | 0 | 18235 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 348579 | 1361 | SH |  | SOLE |  | 0 | 0 | 1361 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 792645 | 2819 | SH |  | SOLE |  | 0 | 0 | 2819 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 10471959 | 37158 | SH |  | SOLE |  | 0 | 0 | 37158 |
| AMAZON COM INC | COM | 023135106 |  | 6810880 | 27888 | SH |  | SOLE |  | 0 | 0 | 27888 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 5864313 | 16257 | SH |  | SOLE |  | 0 | 0 | 16257 |
| AMGEN INC | COM | 031162100 |  | 5089189 | 17053 | SH |  | SOLE |  | 0 | 0 | 17053 |
| APPLE INC | COM | 037833100 |  | 11901089 | 44018 | SH |  | SOLE |  | 0 | 0 | 44018 |
| APPLIED MATLS INC | COM | 038222105 |  | 349139 | 1498 | SH |  | SOLE |  | 0 | 0 | 1498 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 6961578 | 14578 | SH |  | SOLE |  | 0 | 0 | 14578 |
| CANADIAN NAT RES LTD | COM | 136385101 |  | 578281 | 18060 | SH |  | SOLE |  | 0 | 0 | 18060 |
| CATERPILLAR INC | COM | 149123101 |  | 2294354 | 3975 | SH |  | SOLE |  | 0 | 0 | 3975 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 |  | 356160 | 1680 | SH |  | SOLE |  | 0 | 0 | 1680 |
| CHEVRON CORP NEW | COM | 166764100 |  | 6111364 | 38748 | SH |  | SOLE |  | 0 | 0 | 38748 |
| COCA COLA CO | COM | 191216100 |  | 5185939 | 75268 | SH |  | SOLE |  | 0 | 0 | 75268 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 |  | 4685135 | 64286 | SH |  | SOLE |  | 0 | 0 | 64286 |
| CONFLUENT INC | CLASS A COM | 20717M103 |  | 525825 | 22500 | SH |  | SOLE |  | 0 | 0 | 22500 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 290667 | 771 | SH |  | SOLE |  | 0 | 0 | 771 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 6159315 | 6758 | SH |  | SOLE |  | 0 | 0 | 6758 |
| DEERE  CO | COM | 244199105 |  | 4023682 | 8716 | SH |  | SOLE |  | 0 | 0 | 8716 |
| DIGITAL RLTY TR INC | COM | 253868103 |  | 3521149 | 20663 | SH |  | SOLE |  | 0 | 0 | 20663 |
| DIREXION SHS ETF TR | DRX S | 25459W862 |  | 242403 | 1081 | SH |  | SOLE |  | 0 | 0 | 1081 |
| DIREXION SHS ETF TR | DLY TECH BULL 3X | 25459W102 |  | 1018233 | 6900 | SH |  | SOLE |  | 0 | 0 | 6900 |
| DOUBLELINE INCOME SOLUTIONS | COM | 258622109 |  | 3521322 | 299178 | SH |  | SOLE |  | 0 | 0 | 299178 |
| ELI LILLY  CO | COM | 532457108 |  | 2772025 | 3213 | SH |  | SOLE |  | 0 | 0 | 3213 |
| ENTERGY CORP NEW | COM | 29364G103 |  | 258581 | 2691 | SH |  | SOLE |  | 0 | 0 | 2691 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 2774071 | 90096 | SH |  | SOLE |  | 0 | 0 | 90096 |
| EXELON CORP | COM | 30161N101 |  | 4934142 | 106985 | SH |  | SOLE |  | 0 | 0 | 106985 |
| EXPEDITORS INTL WASH INC | COM | 302130109 |  | 4288686 | 35182 | SH |  | SOLE |  | 0 | 0 | 35182 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 5620335 | 49146 | SH |  | SOLE |  | 0 | 0 | 49146 |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 |  | 10459830 | 569708 | SH |  | SOLE |  | 0 | 0 | 569708 |
| FIRST TR EXCHANGE-TRADED FD | WTR ETF | 33733B100 |  | 778666 | 6994 | SH |  | SOLE |  | 0 | 0 | 6994 |
| FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 33738D309 |  | 3186694 | 69578 | SH |  | SOLE |  | 0 | 0 | 69578 |
| FIRST TR EXCHNG TRADED FD VI | MULTI MGR SML CP | 33740U794 |  | 4660447 | 191373 | SH |  | SOLE |  | 0 | 0 | 191373 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 293393 | 851 | SH |  | SOLE |  | 0 | 0 | 851 |
| GLOBAL X FDS | US PFD ETF | 37954Y657 |  | 8609514 | 448646 | SH |  | SOLE |  | 0 | 0 | 448646 |
| GLOBAL X FDS | GLOBAL X URANIUM | 37954Y871 |  | 3371415 | 61165 | SH |  | SOLE |  | 0 | 0 | 61165 |
| GLOBAL X FDS | GLB X MLP ENRG I | 37954Y293 |  | 4424375 | 75553 | SH |  | SOLE |  | 0 | 0 | 75553 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 4611936 | 5843 | SH |  | SOLE |  | 0 | 0 | 5843 |
| HOME DEPOT INC | COM | 437076102 |  | 4466029 | 11765 | SH |  | SOLE |  | 0 | 0 | 11765 |
| INSPERITY INC | COM | 45778Q107 |  | 8518513 | 193076 | SH |  | SOLE |  | 0 | 0 | 193076 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 221335 | 720 | SH |  | SOLE |  | 0 | 0 | 720 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 2767036 | 5179 | SH |  | SOLE |  | 0 | 0 | 5179 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 46138E511 |  | 207064 | 18100 | SH |  | SOLE |  | 0 | 0 | 18100 |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 2030 | 46139W841 |  | 8953885 | 344380 | SH |  | SOLE |  | 0 | 0 | 344380 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 |  | 9915440 | 217016 | SH |  | SOLE |  | 0 | 0 | 217016 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 759153 | 1207 | SH |  | SOLE |  | 0 | 0 | 1207 |
| IRON MTN INC DEL | COM | 46284V101 |  | 3982947 | 38688 | SH |  | SOLE |  | 0 | 0 | 38688 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 4926271 | 92931 | SH |  | SOLE |  | 0 | 0 | 92931 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 14863063 | 261306 | SH |  | SOLE |  | 0 | 0 | 261306 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 |  | 6017999 | 101827 | SH |  | SOLE |  | 0 | 0 | 101827 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 |  | 16629879 | 349001 | SH |  | SOLE |  | 0 | 0 | 349001 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 6943222 | 36762 | SH |  | SOLE |  | 0 | 0 | 36762 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 6730368 | 21633 | SH |  | SOLE |  | 0 | 0 | 21633 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 540725 | 20646 | SH |  | SOLE |  | 0 | 0 | 20646 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 419118 | 852 | SH |  | SOLE |  | 0 | 0 | 852 |
| MAIN STR CAP CORP | COM | 56035L104 |  | 10871791 | 191001 | SH |  | SOLE |  | 0 | 0 | 191001 |
| MCDONALDS CORP | COM | 580135101 |  | 2505920 | 8397 | SH |  | SOLE |  | 0 | 0 | 8397 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 5591292 | 61646 | SH |  | SOLE |  | 0 | 0 | 61646 |
| MICROSOFT CORP | COM | 594918104 |  | 9647859 | 18632 | SH |  | SOLE |  | 0 | 0 | 18632 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 17041062 | 84158 | SH |  | SOLE |  | 0 | 0 | 84158 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 6018498 | 27327 | SH |  | SOLE |  | 0 | 0 | 27327 |
| PEPSICO INC | COM | 713448108 |  | 575887 | 3942 | SH |  | SOLE |  | 0 | 0 | 3942 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 214782 | 1488 | SH |  | SOLE |  | 0 | 0 | 1488 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 327312 | 1793 | SH |  | SOLE |  | 0 | 0 | 1793 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 5453885 | 36270 | SH |  | SOLE |  | 0 | 0 | 36270 |
| QUALCOMM INC | COM | 747525103 |  | 3688732 | 20391 | SH |  | SOLE |  | 0 | 0 | 20391 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 255596 | 9555 | SH |  | SOLE |  | 0 | 0 | 9555 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 16341688 | 605921 | SH |  | SOLE |  | 0 | 0 | 605921 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 14112179 | 477408 | SH |  | SOLE |  | 0 | 0 | 477408 |
| SEMPRA | COM | 816851109 |  | 278895 | 3033 | SH |  | SOLE |  | 0 | 0 | 3033 |
| SERVICENOW INC | COM | 81762P102 |  | 6423929 | 6988 | SH |  | SOLE |  | 0 | 0 | 6988 |
| SHELL PLC | SPON ADS | 780259305 |  | 257650 | 3439 | SH |  | SOLE |  | 0 | 0 | 3439 |
| SOUTHERN CO | COM | 842587107 |  | 5765462 | 61309 | SH |  | SOLE |  | 0 | 0 | 61309 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1748095 | 2563 | SH |  | SOLE |  | 0 | 0 | 2563 |
| TEXAS INSTRS INC | COM | 882508104 |  | 217002 | 1344 | SH |  | SOLE |  | 0 | 0 | 1344 |
| TJX COS INC NEW | COM | 872540109 |  | 5711717 | 40757 | SH |  | SOLE |  | 0 | 0 | 40757 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 4228318 | 24937 | SH |  | SOLE |  | 0 | 0 | 24937 |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 |  | 9876434 | 138656 | SH |  | SOLE |  | 0 | 0 | 138656 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 879287 | 9860 | SH |  | SOLE |  | 0 | 0 | 9860 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 541085 | 863 | SH |  | SOLE |  | 0 | 0 | 863 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 1653659 | 11763 | SH |  | SOLE |  | 0 | 0 | 11763 |
| VANGUARD WORLD FD | ENERGY ETF | 92204A306 |  | 2230760 | 17912 | SH |  | SOLE |  | 0 | 0 | 17912 |
| VANGUARD WORLD FD | MATERIALS ETF | 92204A801 |  | 549319 | 2815 | SH |  | SOLE |  | 0 | 0 | 2815 |
| VANGUARD WORLD FD | UTILITIES ETF | 92204A876 |  | 1464536 | 7586 | SH |  | SOLE |  | 0 | 0 | 7586 |
| VANGUARD WORLD FD | CONSUM STP ETF | 92204A207 |  | 2131447 | 10242 | SH |  | SOLE |  | 0 | 0 | 10242 |
| VANGUARD WORLD FD | COMM SRVC ETF | 92204A884 |  | 3626797 | 19431 | SH |  | SOLE |  | 0 | 0 | 19431 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 5197069 | 19221 | SH |  | SOLE |  | 0 | 0 | 19221 |
| VANGUARD WORLD FD | CONSUM DIS ETF | 92204A108 |  | 2558146 | 6470 | SH |  | SOLE |  | 0 | 0 | 6470 |
| VANGUARD WORLD FD | INDUSTRIAL ETF | 92204A603 |  | 12019528 | 40013 | SH |  | SOLE |  | 0 | 0 | 40013 |
| VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 |  | 3002462 | 23545 | SH |  | SOLE |  | 0 | 0 | 23545 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 6718992 | 8471 | SH |  | SOLE |  | 0 | 0 | 8471 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 4060584 | 102179 | SH |  | SOLE |  | 0 | 0 | 102179 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 |  | 204274 | 480 | SH |  | SOLE |  | 0 | 0 | 480 |
| VISA INC | COM CL A | 92826C839 |  | 5420126 | 15907 | SH |  | SOLE |  | 0 | 0 | 15907 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 6461974 | 32347 | SH |  | SOLE |  | 0 | 0 | 32347 |
| WOODWARD INC | COM | 980745103 |  | 1258128 | 4800 | SH |  | SOLE |  | 0 | 0 | 4800 |

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