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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 45.99% of Tribridge Partners Financial's stock portfolio.
Added to shares of these 10 stocks: VO (+$14M), VUSB, IVV, XJR, VUG, ETN, IWM, SCHE, GD, BNDX.
Started 7 new stock positions in IWM, ETN, VUSB, GD, VUG, XJR, SCHE.
Reduced shares in these 10 stocks: CGGR, , VOO, CGDV, CGXU, VXUS, VB, CGCV, VWO, VTIP.
Sold out of its positions in CGMS, CVX, XOM, VTIP, WCN.
Tribridge Partners Financial was a net buyer of stock by $9.9M.
Tribridge Partners Financial has $255M in assets under management (AUM), dropping by 5.60%.
Central Index Key (CIK): 0002083677

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Portfolio Holdings for Tribridge Partners Financial

Tribridge Partners Financial holds 82 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
Capital Group Growth Etf Shs Creat Unit (CGGR)	11.0	$28M	-4%	629k	44.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	10.4	$27M	-3%	39k	679.31	View chart
Capital Group Conservative E SHS (CGCV)	10.2	$26M		783k	33.12	View chart
Vanguard Index Fds Mid Cap Etf (VO)	7.4	$19M	+286%	232k	81.01	View chart
Vanguard Index Fds Small Cp Etf (VB)	7.1	$18M	-2%	61k	296.88	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	6.1	$16M	-2%	186k	83.79	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	5.9	$15M		685k	22.05	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	5.6	$14M	-3%	429k	33.24	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	5.6	$14M		196k	72.46	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.1	$11M		136k	77.50	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	3.9	$9.9M		207k	47.92	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.9	$9.9M	-2%	169k	58.23	View chart
Capital Grp Fixed Incm Etf T Ultra Short Etf (CGUI)	2.6	$6.7M		263k	25.36	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	1.5	$3.7M	-15%	76k	48.96	View chart
Microsoft Corporation (MSFT)	1.1	$2.8M	-2%	7.3k	389.10	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.9	$2.4M	+4%	88k	27.11	View chart
Apple (AAPL)	0.9	$2.3M		6.8k	336.91	View chart
Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM)	0.9	$2.2M	+4%	85k	26.29	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.5	$1.3M	+12%	13k	100.63	View chart
Ishares Tr Core Msci Intl (IDEV)	0.5	$1.3M		14k	89.43	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.4	$1.0M	NEW	21k	49.70	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$939k		12k	76.00	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$838k	+135%	1.1k	742.55	View chart
Intuit (INTU)	0.3	$835k		2.7k	303.91	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.3	$821k	+11%	8.3k	99.32	View chart
Amazon (AMZN)	0.3	$799k	-3%	3.5k	231.39	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$775k	+11%	16k	49.69	View chart
Starbucks Corporation (SBUX)	0.3	$660k		6.4k	103.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$631k	-8%	1.9k	326.57	View chart
Spdr Series Trust St Str P500val (SPYV)	0.2	$626k	-2%	10k	62.24	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$622k		7.8k	79.53	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.2	$604k		14k	43.83	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$602k		4.1k	145.53	View chart
JPMorgan Chase & Co. (JPM)	0.2	$576k	-4%	1.6k	356.20	View chart
Visa Com Cl A (V)	0.2	$559k	+21%	1.5k	362.53	View chart
Ishares Tr Esg Select Scre (XVV)	0.2	$546k		9.7k	56.38	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$529k		3.9k	134.90	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.2	$514k		4.0k	128.60	View chart
Johnson & Johnson (JNJ)	0.2	$511k	-5%	1.9k	265.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$493k		1.5k	326.56	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$450k		3.5k	130.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$446k	-20%	1.2k	365.30	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$421k		2.8k	151.12	View chart
NVIDIA Corporation (NVDA)	0.2	$408k		2.1k	196.51	View chart
Trane Technologies SHS (TT)	0.2	$401k		829.00	483.34	View chart
Ishares Tr Esg Select Scre (XJH)	0.2	$384k		7.4k	51.55	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$368k	-6%	5.3k	70.00	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.1	$331k		13k	25.17	View chart
Cisco Systems (CSCO)	0.1	$329k	-13%	2.9k	114.57	View chart
Alps Etf Tr Smith Core Plus (SMTH)	0.1	$324k		13k	25.36	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$321k		5.2k	61.59	View chart
Mastercard Incorporated Cl A (MA)	0.1	$319k		579.00	551.71	View chart
Raytheon Technologies Corp (RTX)	0.1	$319k		1.5k	218.42	View chart
Abbvie (ABBV)	0.1	$317k	-4%	1.2k	256.91	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$313k		12k	27.13	View chart
Merck & Co (MRK)	0.1	$306k		2.3k	130.76	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$304k		13k	22.73	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$301k	-22%	715.00	421.09	View chart
Wal-Mart Stores (WMT)	0.1	$290k		2.6k	111.74	View chart
Fastenal Company (FAST)	0.1	$289k		6.1k	47.64	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$288k		3.0k	95.22	View chart
Linde SHS (LIN)	0.1	$287k	-6%	565.00	507.02	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$273k		11k	24.81	View chart
Intuitive Surgical Com New (ISRG)	0.1	$273k		766.00	356.83	View chart
Capital Group International SHS (CGIC)	0.1	$273k		7.7k	35.57	View chart
Union Pacific Corporation (UNP)	0.1	$273k		911.00	299.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$255k		374.00	682.12	View chart
Caterpillar (CAT)	0.1	$250k		286.00	873.28	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$241k	-17%	2.3k	103.91	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$240k		1.1k	221.72	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$231k		4.8k	48.17	View chart
Alps Etf Tr Bbh Inter Etf (MNBD)	0.1	$227k		8.8k	25.64	View chart
Ishares Tr Esg Sele Scr Etf (XJR)	0.1	$224k	NEW	4.4k	51.53	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$220k	-3%	330.00	667.17	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$219k		2.0k	107.39	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$215k	NEW	2.6k	83.38	View chart
S&p Global (SPGI)	0.1	$206k	-2%	468.00	439.83	View chart
Eaton Corp SHS (ETN)	0.1	$206k	NEW	516.00	398.64	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$205k	NEW	700.00	292.91	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$203k	NEW	5.7k	35.65	View chart
Corning Incorporated (GLW)	0.1	$203k		1.4k	143.36	View chart
General Dynamics Corporation (GD)	0.1	$201k	NEW	517.00	389.14	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 Q2 filed Aug. 4, 2026
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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