Thrive Wealth Management, LLC Top Holdings and 13F Report (2026) About Thrive Wealth Management, LLCInvestment ActivityThrive Wealth Management, LLC has $670.85 million in total holdings as of March 31, 2026.Thrive Wealth Management, LLC owns shares of 231 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 4.67% of the portfolio was purchased this quarter.About 3.05% of the portfolio was sold this quarter.This quarter, Thrive Wealth Management, LLC has purchased 237 new stocks and bought additional shares in 88 stocks.Thrive Wealth Management, LLC sold shares of 109 stocks and completely divested from 29 stocks this quarter.Largest Holdings Vanguard Value ETF $169,070,249Schwab U.S. Large-Cap Growth ETF $154,910,164SPDR S&P 500 ETF Trust $21,085,102Apple $14,458,385Vanguard Growth ETF $14,054,694 Largest New Holdings this Quarter 025072703 - Avantis International Equity ETF $625,186 Holding928254101 - VIRTU FINL INC $406,947 Holding464287515 - iShares Expanded Tech-Software Sector ETF $391,445 Holding921937835 - Vanguard Total Bond Market ETF $344,797 HoldingN6596X109 - NXP Semiconductors $337,812 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 395,364 shares (about $11.52M)Vanguard Value ETF 29,719 shares (about $5.83M)Vanguard Growth ETF 1,855 shares (about $810.25K)Capital Group Municipal Income ETF 29,128 shares (about $790.82K)International Business Machines 2,963 shares (about $718.17K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 4,344 shares (about $2.83M)Lockheed Martin 795 shares (about $480.48K)Danaher 2,252 shares (about $427.01K)Thermo Fisher Scientific 830 shares (about $407.92K)SEI Investments 4,390 shares (about $344.49K) Sector Allocation Over TimeMap of 500 Largest Holdings ofThrive Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVVanguard Value ETF$169,070,249$5,830,868 ▲3.6%861,72425.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$154,910,164$11,516,953 ▲8.0%5,317,89123.1%ETFSPYSPDR S&P 500 ETF Trust$21,085,102$2,825,047 ▼-11.8%32,4223.1%FinanceAAPLApple$14,458,385$147,452 ▲1.0%56,9702.2%Computer and TechnologyVUGVanguard Growth ETF$14,054,694$810,251 ▲6.1%32,1772.1%ETFINTFiShares International Equity Factor ETF$13,330,347$47,064 ▼-0.4%342,1552.0%ETFMDYSPDR S&P MidCap 400 ETF Trust$10,953,496$262,119 ▼-2.3%17,7601.6%ETFVOOVanguard S&P 500 ETF$9,853,361$259,928 ▲2.7%16,4901.5%ETFVONEVanguard Russell 1000 ETF$9,208,299$229,012 ▼-2.4%31,2021.4%ETFSCHFSchwab International Equity ETF$9,079,070$54,302 ▲0.6%366,8311.4%ETFVBVanguard Small-Cap ETF$8,890,591$97,172 ▼-1.1%33,9441.3%ETFSCHVSchwab U.S. Large-Cap Value ETF$8,799,464$93,513 ▼-1.1%288,5071.3%ETFGOOGAlphabet$7,823,019$219,163 ▲2.9%27,2711.2%Computer and TechnologyNVDANVIDIA$7,492,944$132,544 ▲1.8%42,9641.1%Computer and TechnologyMSFTMicrosoft$7,294,242$242,463 ▼-3.2%19,7051.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$6,327,551$348,073 ▲5.8%19,7240.9%ETFSEICSEI Investments$6,024,879$344,485 ▼-5.4%76,7790.9%FinanceVWOVanguard FTSE Emerging Markets ETF$5,683,554$66,211 ▲1.2%105,1540.8%ETFJNJJohnson & Johnson$5,588,030$248,102 ▼-4.3%22,8610.8%MedicalSCHXSchwab US Large-Cap ETF$5,323,944$18,204 ▲0.3%207,6420.8%ETFAMZNAmazon.com$5,265,659$418,620 ▲8.6%25,2830.8%Retail/WholesaleIVViShares Core S&P 500 ETF$4,282,720$265,874 ▲6.6%6,5560.6%ETFIQLTiShares MSCI Intl Quality Factor ETF$4,196,991$2,912 ▼-0.1%90,7850.6%ETFMUBiShares National Muni Bond ETF$4,112,709$502,094 ▲13.9%38,7440.6%ETFEFAiShares MSCI EAFE ETF$4,061,858$193,093 ▲5.0%41,8190.6%FinanceGOOGLAlphabet$4,036,323$198,710 ▲5.2%14,0360.6%Computer and TechnologyCGMUCapital Group Municipal Income ETF$3,358,694$790,824 ▲30.8%123,7090.5%ETFSCHBSchwab US Broad Market ETF$3,310,834$285,286 ▼-7.9%131,9060.5%ETFBRK.BBerkshire Hathaway$3,123,083$58,465 ▲1.9%6,5170.5%FinanceVEAVanguard FTSE Developed Markets ETF$2,848,452$109,963 ▼-3.7%44,4510.4%ETFQUALiShares MSCI USA Quality Factor ETF$2,655,762$43,732 ▼-1.6%13,8460.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,513,546$74,773 ▲3.1%36,0360.4%ETFVVisa$2,512,056$183,772 ▼-6.8%8,3110.4%Business ServicesXOMExxonMobil$2,256,234$6,108 ▲0.3%13,2990.3%EnergyJPMJPMorgan Chase & Co.$2,196,293$63,247 ▲3.0%7,4660.3%FinanceMRKMerck & Co., Inc.$2,118,223$54,492 ▼-2.5%17,6090.3%MedicalTSLATesla$2,078,566$78,072 ▲3.9%5,5910.3%Auto/Tires/TrucksORCLOracle$2,075,926$32,071 ▲1.6%14,1110.3%Computer and TechnologyLOAR HOLDINGS INC$2,065,763$284,960 ▼-12.1%36,0580.3%COM SHSIJRiShares Core S&P Small-Cap ETF$2,065,599$373 ▲0.0%16,6170.3%ETFIBMInternational Business Machines$2,049,797$718,168 ▲53.9%8,4570.3%Computer and TechnologyMETAMeta Platforms$2,015,170$314,119 ▲18.5%3,5220.3%Computer and TechnologyAVGOBroadcom$1,970,415$96,571 ▲5.2%6,3660.3%Computer and TechnologyPGProcter & Gamble$1,929,359$85,072 ▼-4.2%13,3580.3%Consumer StaplesLMTLockheed Martin$1,744,250$480,485 ▼-21.6%2,8860.3%AerospaceHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$1,723,374$59,421 ▲3.6%69,4910.3%ETFHMOPHartford Municipal Opportunities ETF$1,693,188$24,290 ▼-1.4%43,7060.3%ETFMAMastercard$1,682,802$41,970 ▼-2.4%3,3680.3%Business ServicesSCHDSchwab US Dividend Equity ETF$1,619,303$8,130 ▲0.5%52,7800.2%ETFCVXChevron$1,598,602$64,350 ▼-3.9%7,7260.2%EnergyIWFiShares Russell 1000 Growth ETF$1,544,068$22,600 ▼-1.4%3,6210.2%ETFCATCaterpillar$1,521,898$31,175 ▲2.1%2,1480.2%IndustrialsTJXTJX Companies$1,425,380$168,331 ▲13.4%8,9250.2%Retail/WholesaleSCHMSchwab U.S. Mid-Cap ETF$1,403,060$100,559 ▼-6.7%45,3180.2%ETFVANGUARD INSTL INDEX FD$1,383,237$207,051 ▼-13.0%18,2850.2%0-3 MO TREAS BILIWDiShares Russell 1000 Value ETF$1,309,301$37,818 ▲3.0%6,1280.2%ETFABBVAbbVie$1,296,941$33,060 ▲2.6%5,9630.2%MedicalCSCOCisco Systems$1,289,055$29,561 ▼-2.2%16,6140.2%Computer and TechnologyMCKMcKesson$1,279,9450.0%1,4790.2%MedicalCRMSalesforce$1,260,211$20,534 ▼-1.6%6,7510.2%Computer and TechnologyTMOThermo Fisher Scientific$1,249,317$407,920 ▼-24.6%2,5420.2%MedicalVYMVanguard High Dividend Yield ETF$1,160,273$25,178 ▼-2.1%7,8340.2%ETFIJHiShares Core S&P Mid-Cap ETF$1,155,058$12,628 ▼-1.1%17,1040.2%ETFAMGNAmgen$1,141,954$12,665 ▼-1.1%3,2460.2%MedicalCAPITAL GRP FIXED INCM ETF T$1,141,208$196,966 ▲20.9%45,0710.2%MUNICIPAL HIGH IPMPhilip Morris International$1,136,784$68,620 ▼-5.7%6,8750.2%Consumer StaplesIVWiShares S&P 500 Growth ETF$1,101,028$10,180 ▼-0.9%9,7340.2%ETFLLYEli Lilly and Company$1,096,189$30,348 ▲2.8%1,1920.2%MedicalKOCocaCola$1,079,992$80,994 ▼-7.0%14,2010.2%Consumer StaplesDUKDuke Energy$1,068,388$87,472 ▼-7.6%8,1590.2%UtilitiesLINDE PLC$1,066,117$34,215 ▼-3.1%2,1500.2%SHSPBAPembina Pipeline$1,048,324$122,687 ▼-10.5%23,4210.2%EnergyMCDMcDonald's$1,000,935$75,824 ▼-7.0%3,2210.1%Retail/WholesalePNCThe PNC Financial Services Group$977,652$416 ▼0.0%4,6980.1%FinancePYLDPIMCO Multi Sector Bond Active ETF$972,407$45,981 ▲5.0%37,1150.1%ETFHDHome Depot$965,864$3,617 ▼-0.4%2,9370.1%Retail/WholesaleSPGIS&P Global$940,962$179,514 ▼-16.0%2,2120.1%FinanceUNPUnion Pacific$914,307$120,597 ▼-11.7%3,7680.1%TransportationETEnergy Transfer$908,923$1,158 ▲0.1%47,0940.1%EnergyCCitigroup$905,358$148,908 ▼-14.1%7,9830.1%Financial ServicesTAT&T$892,662$122,338 ▼-12.1%30,7920.1%Computer and TechnologyLAM RESEARCH CORP$869,540$129,683 ▲17.5%4,0700.1%COM NEWRTXRTX$867,336$2,122 ▲0.2%4,4960.1%AerospaceIWMiShares Russell 2000 ETF$867,113$5,209 ▲0.6%3,4960.1%FinancePALANTIR TECHNOLOGIES INC$858,225$37,448 ▲4.6%5,8670.1%CL AWFCWells Fargo & Company$839,376$97,757 ▼-10.4%10,5440.1%FinanceECLEcolab$828,966$132,220 ▼-13.8%3,1160.1%Basic MaterialsPFEPfizer$819,276$9,042 ▲1.1%29,1770.1%MedicalWALMART INC$814,158$56,050 ▲7.4%6,5510.1%COMDHRDanaher$812,690$427,013 ▼-34.4%4,2860.1%MedicalVIGVanguard Dividend Appreciation ETF$808,809$27,312 ▼-3.3%3,7610.1%ETFCOSTCostco Wholesale$801,882$24,903 ▲3.2%8050.1%Retail/WholesaleVRSNVeriSign$797,981$7,451 ▼-0.9%3,2130.1%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$794,117$59,114 ▲8.0%5,5750.1%ETFVZVerizon Communications$789,502$150,250 ▼-16.0%15,7270.1%Computer and TechnologyAPHAmphenol$771,370$173,479 ▼-18.4%6,1050.1%Computer and TechnologyQQQInvesco QQQ$698,632$18,476 ▼-2.6%1,2100.1%FinanceVTESVanguard Short-Term Tax-Exempt Bond ETF$681,7850.0%6,7410.1%ETFGDGeneral Dynamics$658,384$85,130 ▼-11.4%1,9180.1%AerospaceNFLXNetflix$653,856$44,424 ▲7.3%6,8000.1%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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