Tribridge Partners Financial

Tribridge Partners Financial as of Sept. 30, 2025

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