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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 44.84% of Tribridge Partners Financial's stock portfolio.
Added to shares of these 10 stocks: CGCV, CGGR, VXUS, VOO, VO, CGXU, VB, BNDX, CGCP, VWO.
Started 4 new stock positions in CVX, MRK, CAT, GLW.
Reduced shares in these 10 stocks: VUG, SBUX, BSV, AMZN, SMTH, VEA, V, CGDV, SPAB, XOM.
Sold out of its position in VUG.
Tribridge Partners Financial was a net buyer of stock by $8.5M.
Tribridge Partners Financial has $242M in assets under management (AUM), dropping by 1.38%.
Central Index Key (CIK): 0002083677

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Positions held by Tribridge Partners Financial consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Tribridge Partners Financial

Tribridge Partners Financial holds 80 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Capital Group Growth Etf Shs Creation Uni (CGGR)	11.0	$27M	+3%	656k	40.41	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	10.0	$24M	+2%	40k	603.00	View chart
Capital Group Conservative E SHS (CGCV)	9.8	$24M	+4%	794k	29.83	View chart
Vanguard Index Fds Mid Cap Etf (VO)	7.2	$18M	+3%	60k	289.96	View chart
Vanguard Index Fds Small Cp Etf (VB)	6.8	$16M	+3%	62k	264.66	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	6.4	$16M	+2%	693k	22.39	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	6.1	$15M	+5%	191k	77.48	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.0	$15M		199k	73.58	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	5.4	$13M	+4%	443k	29.55	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.4	$11M		137k	78.22	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	4.0	$9.8M	+3%	204k	47.96	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.9	$9.4M	+3%	174k	53.82	View chart
Capital Grp Fixed Incm Etf T Ultra Short Inco (CGUI)	2.8	$6.8M	+3%	268k	25.30	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.6	$3.9M		91k	42.69	View chart
Microsoft Corporation (MSFT)	1.2	$2.8M	+3%	7.5k	373.45	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	1.0	$2.3M	+6%	85k	27.25	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.9	$2.1M	+10%	81k	26.33	View chart
Apple (AAPL)	0.7	$1.8M	+5%	7.0k	255.92	View chart
Ishares Tr Core Msci Intl (IDEV)	0.5	$1.2M		14k	84.36	View chart
Intuit (INTU)	0.5	$1.2M		2.7k	422.48	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.5	$1.2M	+12%	12k	101.09	View chart
Exxon Mobil Corporation (XOM)	0.4	$898k		5.6k	160.69	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$829k		12k	68.18	View chart
Amazon (AMZN)	0.3	$750k	-2%	3.6k	209.77	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.3	$740k	+16%	7.4k	100.12	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$698k	+9%	14k	50.00	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$625k	+3%	2.1k	294.46	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$583k	+20%	10k	56.72	View chart
Starbucks Corporation (SBUX)	0.2	$576k	-8%	6.4k	90.37	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$561k		7.8k	71.96	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$534k	+13%	14k	38.72	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$519k		4.1k	125.43	View chart
JPMorgan Chase & Co. (JPM)	0.2	$498k	+41%	1.7k	294.60	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$498k	+24%	1.5k	323.81	View chart
Johnson & Johnson (JNJ)	0.2	$492k	+13%	2.0k	243.04	View chart
Ishares Tr Esg Select Scre (XVV)	0.2	$479k		9.6k	49.73	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.2	$462k		4.0k	115.36	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$456k		3.9k	115.94	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$446k		1.5k	295.77	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$409k		2.8k	146.69	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$391k		3.4k	113.39	View chart
Visa Com Cl A (V)	0.2	$383k	-2%	1.3k	300.80	View chart
NVIDIA Corporation (NVDA)	0.2	$375k	+30%	2.1k	177.39	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$363k	-4%	5.6k	64.64	View chart
Trane Technologies SHS (TT)	0.1	$354k		829.00	427.07	View chart
Ishares Tr Esg Select Scre (XJH)	0.1	$347k	+47%	7.6k	45.76	View chart
Intuitive Surgical Com New (ISRG)	0.1	$346k	+2%	766.00	452.07	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$343k		918.00	373.78	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$337k		13k	25.60	View chart
Alps Etf Tr Smith Core Plus (SMTH)	0.1	$331k	-4%	13k	25.84	View chart
Wal-Mart Stores (WMT)	0.1	$326k		2.6k	125.79	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$326k		5.2k	62.89	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$316k	+2%	479.00	658.96	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$309k		13k	23.14	View chart
Linde SHS (LIN)	0.1	$305k		606.00	502.60	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$289k		12k	24.98	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$289k		3.0k	95.46	View chart
Raytheon Technologies Corp (RTX)	0.1	$286k		1.5k	196.21	View chart
Mastercard Incorporated Cl A (MA)	0.1	$286k	+3%	579.00	493.44	View chart
Merck & Co (MRK)	0.1	$283k	NEW	2.3k	120.87	View chart
Fastenal Company (FAST)	0.1	$281k		6.1k	46.30	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$276k		11k	25.00	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$274k		2.8k	98.00	View chart
Abbvie (ABBV)	0.1	$270k	+10%	1.3k	208.84	View chart
Cisco Systems (CSCO)	0.1	$263k		3.3k	79.02	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$261k		343.00	761.85	View chart
Capital Group International SHS (CGIC)	0.1	$256k		7.7k	33.32	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$236k		4.7k	49.98	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$233k		8.5k	27.36	View chart
Alps Etf Tr Bbh Intermediate (MNBD)	0.1	$229k		8.8k	25.91	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$226k		4.8k	46.97	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$226k		2.0k	110.81	View chart
Union Pacific Corporation (UNP)	0.1	$223k		911.00	244.71	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$219k		374.00	584.98	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$214k		1.1k	196.99	View chart
Corning Incorporated (GLW)	0.1	$210k	NEW	1.4k	147.92	View chart
Chevron Corporation (CVX)	0.1	$209k	NEW	1.1k	198.97	View chart
Waste Connections (WCN)	0.1	$208k	+3%	1.3k	166.08	View chart
S&p Global (SPGI)	0.1	$207k	+3%	479.00	431.16	View chart
Caterpillar (CAT)	0.1	$205k	NEW	286.00	717.22	View chart

Past Filings by Tribridge Partners Financial

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

Tribridge Partners Financial 2026 Q1 filed April 15, 2026
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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