Tribridge Partners Financial

Tribridge Partners Financial as of Dec. 31, 2025

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