Tribridge Partners Financial

Tribridge Partners Financial as of March 31, 2026

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