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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 45.40% of Tribridge Partners Financial's stock portfolio.
Added to shares of these 10 stocks: CGCP, CGCV, BND, CGGR, BNDX, BSV, VOO, CGXU, VO, CGUI.
Started 7 new stock positions in SUSC, LDUR, VCEB, SUSB, XJH, CGMS, VTIP.
Reduced shares in these 6 stocks: CGDV, SNPS, VUG, IVOO, VIOO, IVV.
Sold out of its position in SNPS.
Tribridge Partners Financial was a net buyer of stock by $20M.
Tribridge Partners Financial has $238M in assets under management (AUM), dropping by 9.48%.
Central Index Key (CIK): 0002083677

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Portfolio Holdings for Tribridge Partners Financial

Tribridge Partners Financial holds 77 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
Capital Group Growth Etf Shs Creation Uni (CGGR)	11.8	$28M	+6%	633k	44.47	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	10.3	$25M	+4%	39k	627.13	View chart
Capital Group Conservative E SHS (CGCV)	9.7	$23M	+9%	758k	30.49	View chart
Vanguard Index Fds Mid Cap Etf (VO)	7.1	$17M	+6%	58k	290.22	View chart
Vanguard Index Fds Small Cp Etf (VB)	6.5	$16M	+7%	60k	257.95	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	6.4	$15M	+15%	679k	22.64	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.1	$15M	+12%	196k	74.07	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	5.7	$14M	+7%	181k	75.44	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	5.3	$13M	+9%	425k	29.55	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.6	$11M	+12%	138k	78.81	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	4.0	$9.5M	+15%	196k	48.32	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.8	$9.0M	+4%	168k	53.76	View chart
Capital Grp Fixed Incm Etf T Ultra Short Inco (CGUI)	2.7	$6.6M	+19%	259k	25.30	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.7	$4.0M	-7%	91k	43.64	View chart
Microsoft Corporation (MSFT)	1.5	$3.5M		7.2k	483.59	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.9	$2.2M	+24%	79k	27.38	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.8	$1.9M	+60%	73k	26.34	View chart
Intuit (INTU)	0.8	$1.8M		2.7k	662.42	View chart
Apple (AAPL)	0.8	$1.8M		6.6k	271.86	View chart
Ishares Tr Core Msci Intl (IDEV)	0.5	$1.1M		14k	82.48	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.4	$1.0M	+29%	10k	101.58	View chart
Amazon (AMZN)	0.4	$850k		3.7k	230.82	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$791k	+5%	12k	66.00	View chart
Exxon Mobil Corporation (XOM)	0.3	$678k		5.6k	120.34	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$646k		2.1k	313.80	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$640k	+3%	13k	50.29	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.3	$640k	+120%	6.3k	100.83	View chart
Starbucks Corporation (SBUX)	0.2	$585k		6.9k	84.21	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$559k	+9%	7.8k	71.62	View chart
Ishares Tr Esg Select Scre (XVV)	0.2	$508k	+4%	9.6k	52.70	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$500k	+2%	4.2k	120.18	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$490k		12k	40.23	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$484k	+93%	8.5k	56.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$473k		1.5k	313.00	View chart
Visa Com Cl A (V)	0.2	$460k		1.3k	350.71	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.2	$447k	-4%	4.0k	111.80	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$435k	-3%	3.9k	110.96	View chart
Intuitive Surgical Com New (ISRG)	0.2	$423k		746.00	566.36	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$417k	+10%	3.4k	120.96	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$414k	+6%	1.2k	335.27	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$400k		2.8k	143.33	View chart
JPMorgan Chase & Co. (JPM)	0.2	$384k		1.2k	322.22	View chart
Johnson & Johnson (JNJ)	0.2	$370k		1.8k	206.95	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$366k		5.9k	62.47	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$355k		918.00	386.85	View chart
Alps Etf Tr Smith Core Plus (SMTH)	0.1	$351k		14k	26.07	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$345k		13k	25.75	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$330k	NEW	5.2k	63.63	View chart
Trane Technologies SHS (TT)	0.1	$324k		833.00	389.20	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$319k	-2%	466.00	684.94	View chart
Mastercard Incorporated Cl A (MA)	0.1	$319k		558.00	570.88	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$312k	NEW	13k	23.38	View chart
NVIDIA Corporation (NVDA)	0.1	$302k		1.6k	186.50	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$290k	NEW	3.0k	95.95	View chart
Wal-Mart Stores (WMT)	0.1	$289k		2.6k	111.41	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$278k		12k	24.04	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$278k	NEW	11k	25.24	View chart
Abbvie (ABBV)	0.1	$269k		1.2k	228.49	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$269k		2.8k	96.03	View chart
Raytheon Technologies Corp (RTX)	0.1	$268k		1.5k	183.40	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$265k		343.00	771.87	View chart
Linde SHS (LIN)	0.1	$258k		606.00	426.39	View chart
Cisco Systems (CSCO)	0.1	$256k		3.3k	77.03	View chart
Capital Group International SHS (CGIC)	0.1	$249k		7.7k	32.50	View chart
Fastenal Company (FAST)	0.1	$243k		6.1k	40.13	View chart
S&p Global (SPGI)	0.1	$242k		463.00	522.59	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$235k	NEW	8.5k	27.62	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$233k	NEW	4.7k	49.46	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$230k		374.00	614.31	View chart
Ishares Tr Esg Select Scre (XJH)	0.1	$229k	NEW	5.1k	44.65	View chart
Alps Etf Tr Inter Muni Bd (MNBD)	0.1	$228k		8.8k	25.97	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$224k		2.0k	109.91	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$220k	-9%	451.00	487.86	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$219k		4.8k	45.53	View chart
Waste Connections (WCN)	0.1	$211k		1.2k	175.36	View chart
Union Pacific Corporation (UNP)	0.1	$211k		911.00	231.32	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$207k		1.1k	190.99	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 Q4 filed Jan. 26, 2026
Tribridge Partners Financial 2025 Q3 filed Oct. 22, 2025
Tribridge Partners Financial 2025 Q2 filed Aug. 27, 2025

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