Tribridge Partners Financial LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Tribridge Partners Financial LLC held in its portfolio 75 assets valued at $238,376,971 (i.e. $238.38M).
The most valuable assets in the portfolio included: CAPITAL GROUP GROWTH ETF ($28.13M), VANGUARD INDEX FDS ($24.60M), and CAPITAL GROUP CONSERVATIVE E ($23.11M).
The chart below shows the top 10 valuable assets, and the table below shows the top 75 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Tribridge Partners Financial LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| CAPITAL GROUP GROWTH ETF | 632479 | 28126329 | SHS CREATION UNI |
| VANGUARD INDEX FDS | 39229 | 24601774 | S&P 500 ETF SHS |
| CAPITAL GROUP CONSERVATIVE E | 757961 | 23110222 | SHS |
| VANGUARD INDEX FDS | 58055 | 16848580 | MID CAP ETF |
| VANGUARD INDEX FDS | 60193 | 15526867 | SMALL CP ETF |
| CAPITAL GRP FIXED INCM ETF T | 678618 | 15363902 | CORE PLUS INCM |
| VANGUARD BD INDEX FDS | 196073 | 14523152 | TOTAL BND MRKT |
| VANGUARD STAR FDS | 181019 | 13656107 | VG TL INTL STK F |
| CAPITAL GROUP INTL FOCUS EQT | 424626 | 12547703 | SHS CREATION UNI |
| VANGUARD BD INDEX FDS | 137778 | 10858253 | SHORT TRM BOND |
| VANGUARD CHARLOTTE FDS | 196252 | 9482897 | TOTAL INT BD ETF |
| VANGUARD INTL EQUITY INDEX F | 168119 | 9038102 | FTSE EMR MKT ETF |
| CAPITAL GRP FIXED INCM ETF T | 258891 | 6551226 | ULTRA SHORT INCO |
| CAPITAL GROUP DIVIDEND VALUE | 90879 | 3965938 | SHS CREATION UNI |
| MICROSOFT CORP | 7192 | 3477983 | COM |
| CAPITAL GRP FIXED INCM ETF T | 79249 | 2169843 | MUNICIPAL INCOME |
| CAPITAL GRP FIXED INCM ETF T | 73017 | 1923268 | SHORT DURATION M |
| INTUIT | 2748 | 1820330 | COM |
| APPLE INC | 6595 | 1792917 | COM |
| ISHARES TR | 13882 | 1144987 | CORE MSCI INTL |
| VANGUARD WELLINGTON FD | 10163 | 1032307 | SHORT TRM TAX EX |
| AMAZON COM INC | 3681 | 849648 | COM |
| SPDR SERIES TRUST | 21920 | 829040 | STATE STREET SPD |
| ISHARES TR | 11981 | 790746 | CORE S&P MCP ETF |
| ISHARES TR | 14763 | 736722 | ESG SELECT SCRE |
| EXXON MOBIL CORP | 5630 | 677514 | COM |
| ALPHABET INC | 2058 | 645800 | CAP STK CL C |
| VANGUARD MUN BD FDS | 12735 | 640443 | TAX EXEMPT BD |
| VANGUARD MUN BD FDS | 6346 | 639867 | INTERMEDIATE TRM |
| STARBUCKS CORP | 6942 | 584586 | COM |
| VANGUARD WORLD FD | 7799 | 558564 | ESG INTL STK ETF |
| ISHARES TR | 4164 | 500430 | CORE S&P SCP ETF |
| CAPITAL GROUP CORE EQUITY ET | 12182 | 490082 | SHS CREATION UNI |
| ALPHABET INC | 1511 | 472943 | CAP STK CL A |
| VISA INC | 1311 | 459781 | COM CL A |
| VANGUARD ADMIRAL FDS INC | 3997 | 446859 | MIDCP 400 IDX |
| VANGUARD ADMIRAL FDS INC | 3918 | 434739 | SMLLCP 600 IDX |
| INTUITIVE SURGICAL INC | 746 | 422505 | COM NEW |
| VANGUARD WORLD FD | 3444 | 416586 | ESG US STK ETF |
| VANGUARD INDEX FDS | 1235 | 414058 | TOTAL STK MKT |
| VANGUARD INTL EQUITY INDEX F | 2787 | 399461 | FTSE SMCAP ETF |
| JPMORGAN CHASE & CO. | 1191 | 383764 | COM |
| JOHNSON & JOHNSON | 1788 | 370027 | COM |
| VANGUARD TAX-MANAGED FDS | 5858 | 365949 | VAN FTSE DEV MKT |
| ISHARES TR | 918 | 355128 | RUSSELL 3000 ETF |
| ALPS ETF TR | 13461 | 350928 | SMITH CORE PLUS |
| VANGUARD WORLD FD | 5178 | 329476 | ESG US CORP BD |
| TRANE TECHNOLOGIES PLC | 833 | 324204 | SHS |
| ISHARES TR | 466 | 319182 | CORE S&P500 ETF |
| MASTERCARD INCORPORATED | 558 | 318551 | CL A |
| ISHARES TR | 13355 | 312303 | ESG AWRE USD ETF |
| NVIDIA CORPORATION | 1621 | 302317 | COM |
| PIMCO ETF TR | 3027 | 290426 | ENHNCD LW DUR AC |
| WALMART INC | 2595 | 289109 | COM |
| SCHWAB STRATEGIC TR | 11579 | 278359 | INTL EQTY ETF |
| ISHARES TR | 11021 | 278170 | ESG AWRE 1 5 YR |
| ABBVIE INC | 1176 | 268704 | COM |
| ISHARES TR | 2797 | 268596 | MSCI EAFE ETF |
| RTX CORPORATION | 1459 | 267581 | COM |
| REGENERON PHARMACEUTICALS | 343 | 264751 | COM |
| LINDE PLC | 606 | 258392 | SHS |
| CISCO SYS INC | 3319 | 255663 | COM |
| CAPITAL GROUP INTERNATIONAL | 7668 | 249210 | SHS |
| FASTENAL CO | 6060 | 243188 | COM |
| S&P GLOBAL INC | 463 | 241959 | COM |
| CAPITAL GRP FIXED INCM ETF T | 8517 | 235240 | US MULTI-SECTOR |
| VANGUARD MALVERN FDS | 4712 | 233056 | STRM INFPROIDX |
| INVESCO QQQ TR | 374 | 229752 | UNIT SER 1 |
| ALPS ETF TR | 8783 | 228095 | INTER MUNI BD |
| ISHARES TR | 2035 | 223667 | TIPS BD ETF |
| VANGUARD INDEX FDS | 451 | 220025 | GROWTH ETF |
| SCHWAB STRATEGIC TR | 4803 | 218681 | INTL SCEQT ETF |
| WASTE CONNECTIONS INC | 1205 | 211309 | COM |
| UNION PAC CORP | 911 | 210733 | COM |
| VANGUARD INDEX FDS | 1086 | 207415 | VALUE ETF |
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