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Thryve Wealth Management

Latest statistics and disclosures from Thryve Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQ, SPYM, VGT, GRID, AIRR, and represent 65.78% of Thryve Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VGT, SPYM, JMST, USHY, MUB, FFND, MSTR, ETHE, BLOK, IAUI.
Started 3 new stock positions in ETHE, FFND, MSTR.
Reduced shares in these 10 stocks: QQQ, FLOT, WISE, BTC, SRLN, VOOV, ARKQ, GBIL, BUXX, FTSL.
Sold out of its position in WISE.
Thryve Wealth Management was a net buyer of stock by $3.4M.
Thryve Wealth Management has $179M in assets under management (AUM), dropping by 0.16%.
Central Index Key (CIK): 0002113283

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Portfolio Holdings for Thryve Wealth Management

Thryve Wealth Management holds 40 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	26.0	$47M	-2%	63k	739.77	View chart
Spdr Series Trust St Str P500etf (SPYM)	19.5	$35M	+2%	389k	89.76	View chart
Vanguard World Inf Tech Etf (VGT)	9.5	$17M	+14%	136k	125.67	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	5.6	$10M		56k	177.11	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	5.2	$9.3M		90k	103.24	View chart
Global X Fds Us Infr Dev Etf (PAVE)	5.2	$9.2M		176k	52.50	View chart
Amplify Etf Tr Block Techn Etf (BLOK)	5.1	$9.1M	+2%	149k	61.23	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	3.6	$6.5M		54k	121.25	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	3.0	$5.3M		98k	54.12	View chart
Ishares Tr Broad Usd High (USHY)	2.3	$4.0M	+13%	113k	35.72	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	2.1	$3.8M	-15%	74k	51.05	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	1.6	$3.0M	-2%	66k	44.57	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	1.1	$2.0M	-11%	54k	36.95	View chart
Ea Series Trust Strive Enhanced (BUXX)	0.8	$1.5M	-4%	75k	20.16	View chart
NVIDIA Corporation (NVDA)	0.7	$1.3M	+2%	5.6k	228.38	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.7	$1.2M	+7%	25k	50.35	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$1.2M	+3%	1.5k	765.86	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.7	$1.2M		13k	90.11	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.6	$1.2M	+119%	23k	50.56	View chart
Ea Series Trust Strive 500 Etf (STXF)	0.6	$1.1M	-3%	22k	49.30	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$928k	+79%	9.2k	101.10	View chart
Apple (AAPL)	0.5	$876k	+3%	2.6k	333.02	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.5	$827k	-7%	8.3k	100.10	View chart
Palo Alto Networks (PANW)	0.4	$718k		1.8k	397.31	View chart
Amazon (AMZN)	0.4	$712k	+4%	2.9k	249.15	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$655k	+4%	1.9k	340.74	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.3	$563k	-14%	2.6k	220.34	View chart
Dell Technologies CL C (DELL)	0.3	$502k		933.00	537.95	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.3	$457k	+3%	10k	45.66	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.2	$434k	-28%	11k	40.39	View chart
Microsoft Corporation (MSFT)	0.2	$415k	+13%	809.00	512.90	View chart
Neos Etf Trust Gold Hig Inc Etf (IAUI)	0.2	$406k	+58%	8.4k	48.32	View chart
Tesla Motors (TSLA)	0.2	$387k	+40%	1.1k	354.81	View chart
Northern Lts Fd Tr Ii One Global Etf (FFND)	0.2	$361k	NEW	11k	32.07	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$316k		7.6k	41.43	View chart
Strategy Cl A New (MSTR)	0.2	$273k	NEW	1.8k	153.09	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$270k		2.8k	97.24	View chart
Netflix (NFLX)	0.1	$257k	-7%	3.7k	69.58	View chart
Grayscale Ethereum Staking E SHS (ETHE)	0.1	$250k	NEW	12k	21.43	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$204k		1.5k	137.71	View chart

Past Filings by Thryve Wealth Management

SEC 13F filings are viewable for Thryve Wealth Management going back to 2025

Thryve Wealth Management 2026 Q3 filed Oct. 9, 2026
Thryve Wealth Management 2026 Q2 filed Aug. 6, 2026
Thryve Wealth Management 2026 Q1 filed May 14, 2026
Thryve Wealth Management 2025 Q4 filed Feb. 25, 2026

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