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Tribridge Partners Financial

Latest statistics and disclosures from Tribridge Partners Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are CGGR, VOO, CGCV, VO, VB, and represent 46.27% of Tribridge Partners Financial's stock portfolio.
Added to shares of these 10 stocks: CGCV, CGGR, VOO, VO, VB, CGCP, CGXU, VXUS, BNDX, INTU.
Started 14 new stock positions in JNJ, QQQ, SNPS, INTU, SBUX, SPYV, WCN, REGN, CSCO, VTEI. MA, VTV, FAST, SPGI.
Reduced shares in these 10 stocks: HD, UNP, CGDV, IBM, XOM, IWF, AAPL, IVOO, VIOO, IVV.
Sold out of its positions in HD, IBM, IWF.
Tribridge Partners Financial was a net buyer of stock by $37M.
Tribridge Partners Financial has $218M in assets under management (AUM), dropping by 27.79%.
Central Index Key (CIK): 0002083677

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Portfolio Holdings for Tribridge Partners Financial

Tribridge Partners Financial holds 71 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Capital Group Growth Etf Shs Creation Uni (CGGR)	12.1	$26M	+16%	596k	44.24	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	10.6	$23M	+17%	37k	615.25	View chart
Capital Group Conservative E SHS (CGCV)	9.6	$21M	+27%	694k	30.20	View chart
Vanguard Index Fds Mid Cap Etf (VO)	7.4	$16M	+24%	54k	294.53	View chart
Vanguard Index Fds Small Cp Etf (VB)	6.6	$14M	+26%	56k	256.52	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	6.2	$13M	+23%	590k	22.79	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	5.9	$13M	+16%	174k	74.40	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	5.8	$13M	+17%	169k	74.11	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	5.3	$12M	+21%	388k	30.03	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.4	$9.7M	+20%	123k	78.82	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.1	$8.8M	+22%	161k	54.67	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	3.8	$8.4M	+29%	170k	49.41	View chart
Capital Grp Fixed Incm Etf T Ultra Short Inco (CGUI)	2.5	$5.5M	+29%	217k	25.29	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.9	$4.2M	-10%	98k	42.37	View chart
Microsoft Corporation (MSFT)	1.7	$3.7M	+4%	7.2k	515.77	View chart
Intuit (INTU)	0.9	$1.9M	NEW	2.7k	681.86	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.8	$1.7M	+52%	64k	27.23	View chart
Apple (AAPL)	0.8	$1.7M	-12%	6.6k	257.13	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.6	$1.2M	+69%	46k	26.37	View chart
Ishares Tr Core Msci Intl (IDEV)	0.5	$1.1M		14k	80.80	View chart
Amazon (AMZN)	0.4	$819k	+21%	3.7k	222.41	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.4	$797k	+147%	7.8k	101.64	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$746k	+10%	11k	65.57	View chart
Exxon Mobil Corporation (XOM)	0.3	$627k	-31%	5.6k	111.29	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$616k	+36%	12k	49.99	View chart
Starbucks Corporation (SBUX)	0.3	$602k	NEW	6.9k	86.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$507k	+62%	2.1k	246.43	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$500k		7.1k	70.08	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$486k		4.1k	119.54	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$481k		12k	39.86	View chart
Ishares Tr Esg Select Scre (XVV)	0.2	$478k		9.3k	51.71	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.2	$463k	-29%	4.2k	110.91	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$454k	-28%	4.1k	111.28	View chart
Visa Com Cl A (V)	0.2	$454k	+26%	1.3k	345.95	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$399k		2.8k	143.07	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$383k		1.2k	329.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$371k		1.5k	245.69	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$370k		3.1k	119.15	View chart
JPMorgan Chase & Co. (JPM)	0.2	$366k		1.2k	307.55	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$354k		5.9k	60.50	View chart
Alps Etf Tr Smith Core Plus (SMTH)	0.2	$353k		14k	26.22	View chart
Trane Technologies SHS (TT)	0.2	$353k		833.00	423.53	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$349k		918.00	380.57	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.2	$347k		13k	25.86	View chart
Johnson & Johnson (JNJ)	0.2	$333k	NEW	1.8k	185.98	View chart
Intuitive Surgical Com New (ISRG)	0.2	$331k	+94%	746.00	443.01	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$323k	-4%	480.00	672.50	View chart
Mastercard Incorporated Cl A (MA)	0.1	$322k	NEW	558.00	577.33	View chart
NVIDIA Corporation (NVDA)	0.1	$306k		1.6k	188.89	View chart
Fastenal Company (FAST)	0.1	$292k	NEW	6.1k	48.17	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.1	$288k	NEW	2.9k	100.13	View chart
Linde SHS (LIN)	0.1	$285k		606.00	469.48	View chart
Abbvie (ABBV)	0.1	$278k		1.2k	236.56	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$270k		12k	23.53	View chart
Wal-Mart Stores (WMT)	0.1	$264k		2.6k	101.70	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$264k		2.8k	94.29	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.1	$244k	NEW	4.4k	55.48	View chart
Raytheon Technologies Corp (RTX)	0.1	$243k		1.5k	166.63	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$241k		498.00	483.28	View chart
Capital Group International SHS (CGIC)	0.1	$239k		7.7k	31.10	View chart
Alps Etf Tr Inter Muni Bd (MNBD)	0.1	$227k	+9%	8.8k	25.85	View chart
Cisco Systems (CSCO)	0.1	$227k	NEW	3.3k	68.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$227k	NEW	374.00	605.73	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$226k		2.0k	111.17	View chart
S&p Global (SPGI)	0.1	$221k	NEW	463.00	476.63	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$219k		4.8k	45.58	View chart
Union Pacific Corporation (UNP)	0.1	$214k	-70%	911.00	234.52	View chart
Waste Connections (WCN)	0.1	$209k	NEW	1.2k	173.03	View chart
Synopsys (SNPS)	0.1	$208k	NEW	441.00	471.15	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$206k	NEW	343.00	600.00	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$203k	NEW	1.1k	186.53	View chart

Past Filings by Tribridge Partners Financial

SEC 13F filings are viewable for Tribridge Partners Financial going back to 2025

Tribridge Partners Financial 2025 Q3 filed Oct. 22, 2025
Tribridge Partners Financial 2025 Q2 filed Aug. 27, 2025

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