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, AIRR, GRID, and represent 65.82% of Thryve Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VGT (+$13M), ARKQ (+$7.2M), SPYM, VUG, PAVE, BLOK, SRLN, AIRR, GRID, DELL.
- Started 4 new stock positions in ARKQ, SRLN, DELL, IAUI.
- Reduced shares in these 10 stocks: PHO (-$6.7M), AOA, AAPL, MSTR, IQDG, VOOV, IJS, IWS, DGRE, IJT.
- Sold out of its positions in PHO, IWS, IJS, IJT, SCZ, AOA, MSTR, DGRE, IQDG.
- Thryve Wealth Management was a net buyer of stock by $15M.
- Thryve Wealth Management has $179M in assets under management (AUM), dropping by 19.50%.
- Central Index Key (CIK): 0002113283
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Portfolio Holdings for Thryve Wealth Management
Thryve Wealth Management holds 38 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 26.6 | $48M | 65k | 736.40 |
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| Spdr Series Trust St Str P500etf (SPYM) | 18.6 | $33M | +6% | 380k | 87.88 |
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| Vanguard World Inf Tech Etf (VGT) | 7.9 | $14M | +934% | 119k | 119.52 |
|
| First Tr Exchange Traded Rba Indl Etf (AIRR) | 6.7 | $12M | +5% | 89k | 133.25 |
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| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 6.0 | $11M | +5% | 56k | 191.75 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 5.7 | $10M | +6% | 174k | 58.92 |
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| Amplify Etf Tr Block Techn Etf (BLOK) | 5.1 | $9.1M | +7% | 145k | 62.63 |
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| Ark Etf Tr Autnmus Technlgy (ARKQ) | 4.0 | $7.2M | NEW | 55k | 132.22 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 3.2 | $5.6M | 98k | 57.64 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 2.5 | $4.4M | 87k | 51.05 |
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| Ishares Tr Broad Usd High (USHY) | 2.1 | $3.7M | +7% | 100k | 37.02 |
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| First Tr Exchange-traded Senior Ln Fd (FTSL) | 1.7 | $3.0M | -2% | 68k | 44.75 |
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| Ea Series Trust Strive Enhanced (BUXX) | 0.9 | $1.6M | +9% | 78k | 20.24 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.9 | $1.6M | +3% | 60k | 25.95 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.7 | $1.2M | -3% | 23k | 53.17 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $1.1M | +4% | 1.5k | 748.78 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $1.1M | +500% | 13k | 86.14 |
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| Ea Series Trust Strive 500 Etf (STXF) | 0.6 | $1.1M | -4% | 23k | 48.30 |
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| NVIDIA Corporation (NVDA) | 0.6 | $1.1M | -11% | 5.4k | 200.09 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.5 | $898k | +5% | 9.0k | 100.16 |
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| Apple (AAPL) | 0.4 | $737k | -52% | 2.5k | 289.36 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.4 | $659k | -37% | 3.0k | 219.21 |
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| Amazon (AMZN) | 0.4 | $652k | -15% | 2.7k | 238.34 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $649k | -15% | 1.8k | 353.33 |
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| Palo Alto Networks (PANW) | 0.3 | $616k | 1.8k | 341.02 |
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| Ssga Active Etf Tr St Str Bl Ln Etf (SRLN) | 0.3 | $606k | NEW | 15k | 40.29 |
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| Ishares Tr National Mun Etf (MUB) | 0.3 | $551k | -27% | 5.1k | 107.62 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.3 | $531k | 10k | 51.00 |
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| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.3 | $486k | +16% | 9.7k | 50.04 |
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| Dell Technologies CL C (DELL) | 0.2 | $403k | NEW | 933.00 | 431.46 |
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| Tesla Motors (TSLA) | 0.2 | $326k | -29% | 776.00 | 420.60 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.2 | $314k | +9% | 7.6k | 41.25 |
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| Netflix (NFLX) | 0.2 | $286k | 4.0k | 71.40 |
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| Themes Etf Tr Gene Arti In Etf (WISE) | 0.2 | $284k | 7.3k | 38.65 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.2 | $270k | -20% | 2.8k | 95.62 |
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| Microsoft Corporation (MSFT) | 0.1 | $267k | -17% | 715.00 | 373.02 |
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| Neos Etf Trust Gold Hig Inc Etf (IAUI) | 0.1 | $258k | NEW | 5.3k | 48.45 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $215k | -41% | 1.5k | 146.40 |
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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 2026 Q2 filed Aug. 6, 2026
- Thryve Wealth Management 2026 Q1 filed May 14, 2026
- Thryve Wealth Management 2025 Q4 filed Feb. 25, 2026