Thryve Wealth Management LLC Top Holdings and 13F Report (2026) About Thryve Wealth Management LLCInvestment ActivityThryve Wealth Management LLC has $149.71 million in total holdings as of March 31, 2026.Thryve Wealth Management LLC owns shares of 43 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 4.28% of the portfolio was purchased this quarter.About 34.64% of the portfolio was sold this quarter.This quarter, Thryve Wealth Management LLC has purchased 94 new stocks and bought additional shares in 12 stocks.Thryve Wealth Management LLC sold shares of 28 stocks and completely divested from 52 stocks this quarter.Largest Holdings Invesco QQQ $37,420,311SPDR Portfolio S&P 500 ETF $27,218,160First Trust RBA American Industrial Renaissance ETF $9,422,061First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund $8,612,814Global X U.S. Infrastructure Development ETF $8,278,981 Largest New Holdings this Quarter 25434V203 - Dimensional International Core Equity Market ETF $270,315 Holding Largest Purchases this Quarter Vanguard Information Technology ETF 2,899 shares (about $2.02M)iShares Floating Rate Bond ETF 22,046 shares (about $1.12M)SPDR Portfolio S&P 500 ETF 9,057 shares (about $693.22K)iShares Core S&P 500 ETF 1,039 shares (about $678.61K)GRAYSCALE BITCOIN MINI TR ET 13,720 shares (about $411.46K) Largest Sales this Quarter Apple 14,798 shares (about $3.76M)iShares 5-10 Year Investment Grade Corporate Bond ETF 65,737 shares (about $3.50M)NVIDIA 15,679 shares (about $2.73M)iShares 10+ Year Investment Grade Corporate Bond ETF 43,021 shares (about $2.14M)iShares National Muni Bond ETF 18,991 shares (about $2.02M) Sector Allocation Over TimeMap of 500 Largest Holdings ofThryve Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$37,420,311$649,328 â–¼-1.7%64,83325.0%FinanceSPLGSPDR Portfolio S&P 500 ETF$27,218,160$693,223 â–²2.6%355,60718.2%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$9,422,061$258,893 â–²2.8%85,0526.3%ManufacturingGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$8,612,814$288,064 â–²3.5%52,6525.8%ETFPAVEGlobal X U.S. Infrastructure Development ETF$8,278,981$284,231 â–²3.6%162,9405.5%ETFVGTVanguard Information Technology ETF$8,023,082$2,022,690 â–²33.7%11,4995.4%ETFPHOInvesco Water Resources ETF$6,744,302$275,329 â–²4.3%100,8724.5%ETFBLOKAmplify Transformational Data Sharing ETF$6,735,109$79,796 â–²1.2%135,2164.5%ETFCMFiShares California Muni Bond ETF$5,568,755$200,318 â–¼-3.5%97,9383.7%ETFFLOTiShares Floating Rate Bond ETF$4,382,362$1,123,244 â–²34.5%86,0132.9%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$3,416,937$366,115 â–¼-9.7%92,7512.3%ETFFTSLFirst Trust Senior Loan ETF$3,099,436$642,386 â–¼-17.2%69,1842.1%ManufacturingGRAYSCALE BITCOIN MINI TR ET$1,747,307$411,463 â–²30.8%58,2631.2%SHS NEWEA SERIES TRUST$1,450,716$129,730 â–¼-8.2%71,6581.0%STRIVE ENHANCEDAAPLApple$1,355,498$3,755,600 â–¼-73.5%5,3410.9%Computer and TechnologyIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,268,106$3,498,468 â–¼-73.4%23,8280.8%ManufacturingAOAiShares Core 80/20 Aggressive Allocation ETF$1,068,511$8,495 â–²0.8%12,0750.7%ETFNVDANVIDIA$1,060,352$2,734,418 â–¼-72.1%6,0800.7%Computer and TechnologySTRVStrive 500 ETF$999,851$6,463 â–²0.7%23,8230.7%ETFVOOVVanguard S&P 500 Value ETF$979,007$194,619 â–¼-16.6%4,8040.7%ETFVUGVanguard Growth ETF$942,5930.0%2,1580.6%ETFIVViShares Core S&P 500 ETF$931,373$678,609 â–²268.5%1,4260.6%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$854,020$189,159 â–¼-18.1%8,5240.6%ETFMUBiShares National Muni Bond ETF$744,218$2,015,896 â–¼-73.0%7,0110.5%ETFAMZNAmazon.com$670,421$2,015,845 â–¼-75.0%3,2190.4%Retail/WholesaleMSTRStrategy$657,072$107,702 â–¼-14.1%5,2650.4%Computer and TechnologyGOOGAlphabet$620,765$1,734,355 â–¼-73.6%2,1640.4%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$530,447$551,910 â–¼-51.0%10,4050.4%ETFIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$413,269$2,135,132 â–¼-83.8%8,3270.3%ETFTSLATesla$407,810$2,015,630 â–¼-83.2%1,0970.3%Auto/Tires/TrucksIQDGWisdomTree International Quality Dividend Growth Fund$403,206$229,199 â–¼-36.2%10,0450.3%FinanceNFLXNetflix$387,484$464,212 â–¼-54.5%4,0300.3%Consumer DiscretionaryIJSiShares S&P Small-Cap 600 Value ETF$370,275$17,175 â–¼-4.4%3,1260.2%ETFIWSiShares Russell Mid-Cap Value ETF$334,347$58,882 â–¼-15.0%2,2940.2%ETFMSFTMicrosoft$322,418$1,863,806 â–¼-85.3%8710.2%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$318,917$16,016 â–¼-4.8%2,4890.2%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$310,602$849,236 â–¼-73.2%3,5360.2%ManufacturingDGREWisdomTree Emerging Markets Quality Dividend Growth Fund$301,623$61,477 â–¼-16.9%9,1060.2%ManufacturingPANWPalo Alto Networks$289,378$25,972 â–¼-8.2%1,8050.2%Computer and TechnologyIJTiShares S&P Small-Cap 600 Growth ETF$284,473$142,526 â–¼-33.4%1,9660.2%ETFDFAIDimensional International Core Equity Market ETF$270,315$270,315 â–²New Holding6,9380.2%ETFSCZiShares MSCI EAFE Small-Cap ETF$259,657$41,943 â–¼-13.9%3,3120.2%ETFTHEMES ETF TR$236,0870.0%7,3410.2%GENERATIVE ARTIFUNHUnitedHealth Group$0$1,284,788 â–¼-100.0%00.0%MedicalVVisa$0$1,145,068 â–¼-100.0%00.0%Business ServicesMETAMeta Platforms$0$1,027,100 â–¼-100.0%00.0%Computer and TechnologyGOOGLAlphabet$0$919,594 â–¼-100.0%00.0%Computer and TechnologyAVGOBroadcom$0$913,012 â–¼-100.0%00.0%Computer and TechnologyBRK.BBerkshire Hathaway$0$899,241 â–¼-100.0%00.0%FinanceBACBank of America$0$880,385 â–¼-100.0%00.0%FinanceJPMJPMorgan Chase & Co.$0$878,694 â–¼-100.0%00.0%FinanceISHARES ETHEREUM TR$0$820,445 â–¼-100.0%00.0%SHSISHARES BITCOIN TRUST ETF$0$815,253 â–¼-100.0%00.0%SHS BEN INTWALMART INC$0$802,598 â–¼-100.0%00.0%COMRACEFerrari$0$739,120 â–¼-100.0%00.0%Auto/Tires/TrucksAXPAmerican Express$0$670,349 â–¼-100.0%00.0%FinanceMAMastercard$0$639,956 â–¼-100.0%00.0%Business ServicesCCitigroup$0$621,258 â–¼-100.0%00.0%Financial ServicesLLYEli Lilly and Company$0$523,369 â–¼-100.0%00.0%MedicalCSCOCisco Systems$0$485,520 â–¼-100.0%00.0%Computer and TechnologyEFAiShares MSCI EAFE ETF$0$482,071 â–¼-100.0%00.0%FinanceTAT&T$0$477,004 â–¼-100.0%00.0%Computer and TechnologyXOMExxonMobil$0$474,195 â–¼-100.0%00.0%EnergyORCLOracle$0$456,479 â–¼-100.0%00.0%Computer and TechnologyCRMSalesforce$0$445,844 â–¼-100.0%00.0%Computer and TechnologySHOPIFY INC$0$445,243 â–¼-100.0%00.0%CL A SUB VTG SHSTFISPDR Nuveen ICE Municipal Bond ETF$0$432,234 â–¼-100.0%00.0%FinancePALANTIR TECHNOLOGIES INC$0$426,422 â–¼-100.0%00.0%CL ASAPSAP$0$424,121 â–¼-100.0%00.0%Computer and TechnologyJNJJohnson & Johnson$0$404,623 â–¼-100.0%00.0%MedicalGDGeneral Dynamics$0$389,516 â–¼-100.0%00.0%AerospaceCRWDCrowdStrike$0$379,227 â–¼-100.0%00.0%Computer and TechnologyFUNDX INVT TR$0$376,626 â–¼-100.0%00.0%FUTURE FUND OPPOHDHome Depot$0$364,058 â–¼-100.0%00.0%Retail/WholesaleABTAbbott Laboratories$0$356,199 â–¼-100.0%00.0%MedicalAMGNAmgen$0$339,420 â–¼-100.0%00.0%MedicalENBEnbridge$0$292,911 â–¼-100.0%00.0%EnergyMETMetLife$0$285,052 â–¼-100.0%00.0%FinanceRPMRPM International$0$268,528 â–¼-100.0%00.0%Basic MaterialsIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$0$267,321 â–¼-100.0%00.0%ManufacturingDHID.R. Horton$0$264,871 â–¼-100.0%00.0%ConstructionNOWServiceNow$0$253,529 â–¼-100.0%00.0%Computer and TechnologyDDominion Energy$0$249,359 â–¼-100.0%00.0%UtilitiesUNILEVER PLC$0$248,651 â–¼-100.0%00.0%SPON ADR NEWCVXChevron$0$245,228 â–¼-100.0%00.0%EnergySUBiShares Short-Term National Muni Bond ETF$0$235,807 â–¼-100.0%00.0%ETFAPHAmphenol$0$233,387 â–¼-100.0%00.0%Computer and TechnologyMRKMerck & Co., Inc.$0$232,204 â–¼-100.0%00.0%MedicalFRANKLIN TEMPLETON DIGITAL H$0$230,230 â–¼-100.0%00.0%BITCOIN ETF SHSPGProcter & Gamble$0$227,720 â–¼-100.0%00.0%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$0$223,055 â–¼-100.0%00.0%Computer and TechnologyTIPiShares TIPS Bond ETF$0$222,889 â–¼-100.0%00.0%ETFBABoeing$0$206,481 â–¼-100.0%00.0%AerospaceMMM3M$0$201,726 â–¼-100.0%00.0%Multi-Sector ConglomeratesSTRIVE INC$0$24,002 â–¼-100.0%00.0%CL A COMShowing 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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