Tribridge Partners Financial

Tribridge Partners Financial as of June 30, 2026

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