0001652529-20-000004.txt : 20200708 0001652529-20-000004.hdr.sgml : 20200708 20200708101327 ACCESSION NUMBER: 0001652529-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200708 DATE AS OF CHANGE: 20200708 EFFECTIVENESS DATE: 20200708 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: 201017504 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 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001652529 XXXXXXXX 06-30-2020 06-30-2020 Trinity Legacy Partners, LLC

24 GREENWAY PLAZA SUITE 546 HOUSTON TX 77046

13F HOLDINGS REPORT 028-19453 N John P. Wilkinson III 713-999-8053 John P. Wilkinson III Houston TX 07-08-2020 0 79 194990 false INFORMATION TABLE 2 trinity_6_30_2020.xml SPDR S&P 500 ETF TR TR UNIT 78462F103 417 1314 SH SOLE 0 0 1314 AMAZON COM INC COM 023135106 5133 1679 SH SOLE 0 0 1679 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 493 2699 SH SOLE 0 0 2699 EBAY INC. COM 278642103 234 4160 SH SOLE 0 0 4160 HORMEL FOODS CORP COM 440452100 1207 25149 SH SOLE 0 0 25149 INTEL CORP COM 458140100 329 5525 SH SOLE 0 0 5525 DISNEY WALT CO COM DISNEY 254687106 554 4842 SH SOLE 0 0 4842 JOHNSON & JOHNSON COM 478160104 2803 19605 SH SOLE 0 0 19605 PFIZER INC COM 717081103 273 7903 SH SOLE 0 0 7903 KROGER CO COM 501044101 1237 36670 SH SOLE 0 0 36670 CHEVRON CORP NEW COM 166764100 2227 25147 SH SOLE 0 0 25147 MICROSOFT CORP COM 594918104 6604 31342 SH SOLE 0 0 31342 AT&T INC COM 00206R102 2429 79677 SH SOLE 0 0 79677 CISCO SYS INC COM 17275R102 608 13095 SH SOLE 0 0 13095 INTERNATIONAL BUSINESS MACHS COM 459200101 459 3820 SH SOLE 0 0 3820 COCA COLA CO COM 191216100 220 4853 SH SOLE 0 0 4853 LOCKHEED MARTIN CORP COM 539830109 3010 8302 SH SOLE 0 0 8302 PEPSICO INC COM 713448108 2487 18658 SH SOLE 0 0 18658 VERIZON COMMUNICATIONS INC COM 92343V104 2824 51123 SH SOLE 0 0 51123 EXXON MOBIL CORP COM 30231G102 803 18087 SH SOLE 0 0 18087 WALMART INC COM 931142103 4143 34843 SH SOLE 0 0 34843 APPLIED MATLS INC COM 038222105 229 3609 SH SOLE 0 0 3609 COSTCO WHSL CORP NEW COM 22160K105 1333 4278 SH SOLE 0 0 4278 FLOWERS FOODS INC COM 343498101 1566 71039 SH SOLE 0 0 71039 PROCTER AND GAMBLE CO COM 742718109 3954 32512 SH SOLE 0 0 32512 GENERAL ELECTRIC CO COM 369604103 208 29706 SH SOLE 0 0 29706 GILEAD SCIENCES INC COM 375558103 2983 38865 SH SOLE 0 0 38865 HOME DEPOT INC COM 437076102 4198 16822 SH SOLE 0 0 16822 JPMORGAN CHASE & CO COM 46625H100 592 6229 SH SOLE 0 0 6229 ISHARES TR 1 3 YR TREAS BD 464287457 3806 43989 SH SOLE 0 0 43989 FORD MTR CO DEL COM 345370860 126 20380 SH SOLE 0 0 20380 SOUTHWEST AIRLS CO COM 844741108 341 9949 SH SOLE 0 0 9949 WASTE MGMT INC DEL COM 94106L109 4077 38751 SH SOLE 0 0 38751 APPLE INC COM 037833100 6671 17843 SH SOLE 0 0 17843 OMEGA HEALTHCARE INVS INC COM 681936100 438 14603 SH SOLE 0 0 14603 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 494 3269 SH SOLE 0 0 3269 KINDER MORGAN INC DEL COM 49456B101 409 26925 SH SOLE 0 0 26925 AMERICAN EXPRESS CO COM 025816109 409 4232 SH SOLE 0 0 4232 GENERAL MLS INC COM 370334104 2584 41543 SH SOLE 0 0 41543 EOG RES INC COM 26875P101 323 6404 SH SOLE 0 0 6404 INTERNATIONAL BANCSHARES COR COM 459044103 333 10971 SH SOLE 0 0 10971 SOUTHERN CO COM 842587107 2832 53826 SH SOLE 0 0 53826 NORTHROP GRUMMAN CORP COM 666807102 320 1023 SH SOLE 0 0 1023 ISHARES TR SELECT DIVID ETF 464287168 646 7987 SH SOLE 0 0 7987 CHECK POINT SOFTWARE TECH LT ORD M22465104 505 4529 SH SOLE 0 0 4529 DIVERSIFIED HEALTHCARE TR COM SH BEN INT 25525P107 82 18765 SH SOLE 0 0 18765 CUMMINS INC COM 231021106 250 1405 SH SOLE 0 0 1405 ENTERPRISE PRODS PARTNERS L COM 293792107 279 15810 SH SOLE 0 0 15810 METHANEX CORP COM 59151K108 218 10785 SH SOLE 0 0 10785 VANGUARD WORLD FDS ENERGY ETF 92204A306 222 4447 SH SOLE 0 0 4447 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 6247 31650 SH SOLE 0 0 31650 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 953 11899 SH SOLE 0 0 11899 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 341 5926 SH SOLE 0 0 5926 VANGUARD WORLD FDS UTILITIES ETF 92204A876 1501 11984 SH SOLE 0 0 11984 VANGUARD WORLD FDS INF TECH ETF 92204A702 1213 4252 SH SOLE 0 0 4252 INSPERITY INC COM 45778Q107 33351 519326 SH SOLE 0 0 519326 FIRST TR NASDAQ-100 TECH IND CAP STRENGTH ETF 337345102 214 3570 SH SOLE 0 0 3570 WOODWARD INC COM 980745103 734 9358 SH SOLE 0 0 9358 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 446 5367 SH SOLE 0 0 5367 LULULEMON ATHLETICA INC COM 550021109 438 1392 SH SOLE 0 0 1392 FIRST TRUST LRGCP GWT ALPHAD COM SHS 33735K108 277 3502 SH SOLE 0 0 3502 VISA INC COM CL A 92826C839 4302 21752 SH SOLE 0 0 21752 FIRST TR LRG CP VL ALPHADEX COM SHS 33735J101 223 4881 SH SOLE 0 0 4881 VANGUARD WORLD FD EXTENDED DUR 921910709 1873 11396 SH SOLE 0 0 11396 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 11338 148913 SH SOLE 0 0 148913 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 283 4547 SH SOLE 0 0 4547 MAIN STR CAP CORP COM 56035L104 6361 204595 SH SOLE 0 0 204595 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1669 5729 SH SOLE 0 0 5729 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 6284 118078 SH SOLE 0 0 118078 ABBVIE INC COM 00287Y109 2182 22039 SH SOLE 0 0 22039 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33738R605 24293 1304677 SH SOLE 0 0 1304677 FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 268 5770 SH SOLE 0 0 5770 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 3609 79359 SH SOLE 0 0 79359 ISHARES TR ULTR SH TRM BD 46434V878 478 9463 SH SOLE 0 0 9463 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 204 3942 SH SOLE 0 0 3942 PAYPAL HLDGS INC COM 70450Y103 2162 12274 SH SOLE 0 0 12274 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 287 5225 SH SOLE 0 0 5225 GLOBAL X FDS US PFD ETF 37954Y657 4534 191939 SH SOLE 0 0 191939 APPLE INC COM 037833100 3 1000 SH Put SOLE 0 0 1000