Thryve Wealth Management
Latest statistics and disclosures from Thryve Wealth Management's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002113283
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Positions held by Thryve Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Thryve Wealth Management
Thryve Wealth Management holds 94 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 20.0 | $41M | 66k | 614.31 |
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| Spdr Series Trust State Street Spd (SPYM) | 13.8 | $28M | 347k | 80.22 |
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| First Tr Exchange Traded Rba Indl Etf (AIRR) | 4.0 | $8.1M | 83k | 98.32 |
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| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 3.9 | $7.8M | 51k | 153.02 |
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| Amplify Etf Tr Blockchain Techn (BLOK) | 3.8 | $7.6M | 134k | 56.89 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 3.7 | $7.5M | 157k | 47.79 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 3.4 | $6.8M | 97k | 70.41 |
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| Vanguard World Inf Tech Etf (VGT) | 3.2 | $6.5M | 8.6k | 753.78 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 2.9 | $5.8M | 102k | 57.46 |
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| Apple (AAPL) | 2.7 | $5.5M | 20k | 271.86 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 2.4 | $4.8M | 90k | 53.88 |
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| NVIDIA Corporation (NVDA) | 2.0 | $4.1M | 22k | 186.50 |
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| Ishares Tr Broad Usd High (USHY) | 1.9 | $3.8M | 103k | 37.40 |
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| First Tr Exchange-traded Senior Ln Fd (FTSL) | 1.9 | $3.8M | 84k | 45.88 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.6 | $3.3M | 64k | 50.86 |
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| Amazon (AMZN) | 1.5 | $3.0M | 13k | 230.82 |
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| Tesla Motors (TSLA) | 1.5 | $2.9M | 6.5k | 449.72 |
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| Microsoft Corporation (MSFT) | 1.4 | $2.9M | 5.9k | 483.60 |
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| Ishares Tr National Mun Etf (MUB) | 1.4 | $2.8M | 26k | 107.11 |
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| Ishares Tr 10+ Yr Invst Grd (IGLB) | 1.3 | $2.6M | 51k | 50.45 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $2.6M | 8.2k | 313.80 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.9 | $1.7M | 45k | 38.73 |
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| Ea Series Trust Strive Enhanced (BUXX) | 0.8 | $1.6M | 78k | 20.24 |
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| UnitedHealth (UNH) | 0.6 | $1.3M | 3.9k | 330.11 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.6 | $1.2M | 13k | 89.43 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.6 | $1.2M | 5.8k | 204.85 |
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| Visa Com Cl A (V) | 0.6 | $1.1M | 3.3k | 350.71 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.5 | $1.1M | 21k | 50.94 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.5 | $1.1M | 12k | 89.56 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $1.1M | 2.2k | 487.86 |
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| Ea Series Trust Strive 500 Etf (STRV) | 0.5 | $1.0M | 24k | 44.09 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.5 | $1.0M | 10k | 99.94 |
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| Meta Platforms Cl A (META) | 0.5 | $1.0M | 1.6k | 660.09 |
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| Strategy Cl A New (MSTR) | 0.5 | $931k | 6.1k | 151.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $920k | 2.9k | 313.00 |
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| Broadcom (AVGO) | 0.5 | $913k | 2.6k | 346.10 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $899k | 1.8k | 502.65 |
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| Bank of America Corporation (BAC) | 0.4 | $880k | 16k | 55.00 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $879k | 2.7k | 322.22 |
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| Netflix (NFLX) | 0.4 | $831k | 8.9k | 93.76 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.4 | $820k | 37k | 22.43 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.4 | $815k | 16k | 49.65 |
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| Wal-Mart Stores (WMT) | 0.4 | $803k | 7.2k | 111.41 |
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| Ferrari Nv Ord (RACE) | 0.4 | $739k | 2.0k | 369.56 |
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| American Express Company (AXP) | 0.3 | $670k | 1.8k | 369.95 |
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| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.3 | $654k | 16k | 41.48 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $640k | 1.1k | 570.88 |
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| Citigroup Com New (C) | 0.3 | $621k | 5.3k | 116.69 |
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| Eli Lilly & Co. (LLY) | 0.3 | $523k | 487.00 | 1074.68 |
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| Cisco Systems (CSCO) | 0.2 | $486k | 6.3k | 77.03 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $482k | 5.0k | 96.03 |
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| At&t (T) | 0.2 | $477k | 19k | 24.84 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $474k | 3.9k | 120.35 |
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| Oracle Corporation (ORCL) | 0.2 | $457k | 2.3k | 194.91 |
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| salesforce (CRM) | 0.2 | $446k | 1.7k | 264.91 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $445k | 2.8k | 160.97 |
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| Spdr Series Trust State Street Spd (TFI) | 0.2 | $432k | 9.5k | 45.71 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $426k | 2.4k | 177.75 |
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| Sap Se Spon Adr (SAP) | 0.2 | $424k | 1.7k | 242.91 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $417k | 3.0k | 141.16 |
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| Johnson & Johnson (JNJ) | 0.2 | $405k | 2.0k | 206.97 |
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| General Dynamics Corporation (GD) | 0.2 | $390k | 1.2k | 336.66 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $381k | 2.7k | 141.03 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $379k | 809.00 | 468.76 |
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| Fundx Invt Tr Future Fund Oppo (FFOX) | 0.2 | $377k | 14k | 27.27 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $372k | 3.3k | 113.71 |
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| Home Depot (HD) | 0.2 | $364k | 1.1k | 344.10 |
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| Palo Alto Networks (PANW) | 0.2 | $362k | 2.0k | 184.20 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $358k | 2.6k | 136.96 |
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| Abbott Laboratories (ABT) | 0.2 | $356k | 2.8k | 125.29 |
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| Wisdomtree Tr Em Mkts Qtly Div (DGRE) | 0.2 | $343k | 11k | 31.31 |
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| Amgen (AMGN) | 0.2 | $339k | 1.0k | 327.31 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $298k | 3.8k | 77.52 |
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| Enbridge (ENB) | 0.1 | $293k | 6.1k | 47.83 |
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| Themes Etf Tr Generative Artif (WISE) | 0.1 | $286k | 7.3k | 38.97 |
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| MetLife (MET) | 0.1 | $285k | 3.6k | 78.94 |
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| RPM International (RPM) | 0.1 | $269k | 2.6k | 104.00 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $267k | 5.1k | 52.88 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $265k | 387.00 | 685.02 |
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| D.R. Horton (DHI) | 0.1 | $265k | 1.8k | 144.03 |
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| Servicenow (NOW) | 0.1 | $254k | 1.7k | 153.19 |
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| Dominion Resources (D) | 0.1 | $249k | 4.3k | 58.59 |
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| Unilever Spon Adr New (UL) | 0.1 | $249k | 3.8k | 65.40 |
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| Chevron Corporation (CVX) | 0.1 | $245k | 1.6k | 152.41 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $236k | 2.2k | 106.70 |
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| Amphenol Corp Cl A (APH) | 0.1 | $233k | 1.7k | 135.14 |
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| Merck & Co (MRK) | 0.1 | $232k | 2.2k | 105.26 |
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| Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) | 0.1 | $230k | 4.6k | 50.60 |
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| Procter & Gamble Company (PG) | 0.1 | $228k | 1.6k | 143.31 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $223k | 734.00 | 303.89 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $223k | 2.0k | 109.91 |
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| Boeing Company (BA) | 0.1 | $207k | 951.00 | 217.12 |
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| 3M Company (MMM) | 0.1 | $202k | 1.3k | 160.10 |
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| Strive Cl A Com | 0.0 | $24k | 33k | 0.74 |
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Past Filings by Thryve Wealth Management
SEC 13F filings are viewable for Thryve Wealth Management going back to 2025
- Thryve Wealth Management 2025 Q4 filed Feb. 25, 2026