Tribridge Partners Financial LLC Top Holdings and 13F Report (2025) About Tribridge Partners Financial LLCInvestment ActivityTribridge Partners Financial LLC has $217.73 million in total holdings as of September 30, 2025.Tribridge Partners Financial LLC owns shares of 71 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 18.56% of the portfolio was purchased this quarter.About 0.89% of the portfolio was sold this quarter.This quarter, Tribridge Partners Financial LLC has purchased 60 new stocks and bought additional shares in 26 stocks.Tribridge Partners Financial LLC sold shares of 10 stocks and completely divested from 3 stocks this quarter.Largest Holdings Capital Group Growth ETF $26,385,806Vanguard S&P 500 ETF $22,990,223CAPITAL GROUP CONSERVATIVE E $20,957,713Vanguard Mid-Cap ETF $16,003,728Vanguard Small-Cap ETF $14,398,649 Largest New Holdings this Quarter 461202103 - Intuit $1,873,751 Holding855244109 - Starbucks $602,010 Holding478160104 - Johnson & Johnson $332,532 Holding57636Q104 - Mastercard $322,150 Holding311900104 - Fastenal $291,910 Holding Largest Purchases this Quarter CAPITAL GROUP CONSERVATIVE E 150,739 shares (about $4.55M)Capital Group Growth ETF 82,807 shares (about $3.66M)Vanguard S&P 500 ETF 5,474 shares (about $3.37M)Vanguard Mid-Cap ETF 10,671 shares (about $3.14M)Vanguard Small-Cap ETF 11,603 shares (about $2.98M) Largest Sales this Quarter Union Pacific 2,160 shares (about $506.56K)Capital Group Dividend Value ETF 11,816 shares (about $500.64K)Exxon Mobil 2,556 shares (about $284.46K)Apple 930 shares (about $239.13K)Vanguard S&P Mid-Cap 400 ETF 1,747 shares (about $193.76K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTribridge Partners Financial LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCGGRCapital Group Growth ETF$26,385,806$3,663,383 ▲16.1%596,42412.1%ETFVOOVanguard S&P 500 ETF$22,990,223$3,367,904 ▲17.2%37,36710.6%ETFCAPITAL GROUP CONSERVATIVE E$20,957,713$4,552,318 ▲27.7%693,9649.6%SHSVOVanguard Mid-Cap ETF$16,003,728$3,142,958 ▲24.4%54,3367.4%ETFVBVanguard Small-Cap ETF$14,398,649$2,976,386 ▲26.1%56,1316.6%ETFCGCPCapital Group Core Plus Income ETF$13,446,818$2,543,385 ▲23.3%590,0326.2%ETFBNDVanguard Total Bond Market ETF$12,928,617$1,858,509 ▲16.8%173,7725.9%ETFVXUSVanguard Total International Stock ETF$12,533,827$1,899,287 ▲17.9%169,1255.8%ETFCGXUCapital Group International Focus Equity ETF$11,647,349$2,030,029 ▲21.1%387,8575.3%ETFBSVVanguard Short-Term Bond ETF$9,652,470$1,623,852 ▲20.2%122,4624.4%ETFVWOVanguard FTSE Emerging Markets ETF$8,825,559$1,607,957 ▲22.3%161,4334.1%ETFBNDXVanguard Total International Bond ETF$8,377,676$1,888,107 ▲29.1%169,5543.8%ETFCAPITAL GRP FIXED INCM ETF T$5,497,335$1,242,623 ▲29.2%217,3722.5%ULTRA SHORT INCOCGDVCapital Group Dividend Value ETF$4,164,837$500,643 ▼-10.7%98,2971.9%ETFMSFTMicrosoft$3,708,872$149,572 ▲4.2%7,1911.7%Computer and TechnologyINTUIntuit$1,873,751$1,873,751 ▲New Holding2,7480.9%Computer and TechnologyCGMUCapital Group Municipal Income ETF$1,737,707$595,683 ▲52.2%63,8160.8%ETFAAPLApple$1,695,772$239,131 ▼-12.4%6,5950.8%Computer and TechnologyCAPITAL GRP FIXED INCM ETF T$1,203,210$495,228 ▲69.9%45,6280.6%SHORT DURATION MIDEViShares Core MSCI International Developed Markets ETF$1,121,6660.0%13,8820.5%ETFAMZNAmazon.com$818,691$142,342 ▲21.0%3,6810.4%Retail/WholesaleVTESVanguard Short-Term Tax-Exempt Bond ETF$797,366$474,862 ▲147.2%7,8450.4%ETFIJHiShares Core S&P Mid-Cap ETF$745,596$68,127 ▲10.1%11,3710.3%ETFXOMExxon Mobil$626,563$284,457 ▼-31.2%5,6300.3%EnergyVTEBVanguard Tax-Exempt Bond ETF$616,327$163,367 ▲36.1%12,3290.3%ETFSBUXStarbucks$602,010$602,010 ▲New Holding6,9420.3%Retail/WholesaleGOOGAlphabet$507,153$194,433 ▲62.2%2,0580.2%Computer and TechnologyVSGXVanguard ESG International Stock ETF$500,2310.0%7,1380.2%ETFIJRiShares Core S&P Small-Cap ETF$485,930$6,336 ▼-1.3%4,0650.2%ETFCGUSCapital Group Core Equity ETF$480,9110.0%12,0650.2%ETFXVViShares ESG Select Screened S&P 500 ETF$478,3180.0%9,2500.2%ETFIVOOVanguard S&P Mid-Cap 400 ETF$463,282$193,764 ▼-29.5%4,1770.2%ETFVIOOVanguard S&P Small-Cap 600 ETF$454,115$181,824 ▼-28.6%4,0810.2%ETFVVisa$453,540$94,790 ▲26.4%1,3110.2%Business ServicesVSSVanguard FTSE All-World ex-US Small-Cap ETF$398,7360.0%2,7870.2%ETFVTIVanguard Total Stock Market ETF$383,216$989 ▲0.3%1,1620.2%ETFGOOGLAlphabet$371,2380.0%1,5110.2%Computer and TechnologyESGVVanguard ESG U.S. Stock ETF$370,0800.0%3,1060.2%ETFJPMJPMorgan Chase & Co.$366,2920.0%1,1910.2%FinanceVEAVanguard FTSE Developed Markets ETF$354,409$6,897 ▲2.0%5,8580.2%ETFALPS ETF TR$352,9470.0%13,4610.2%SMITH CORE PLUSTTTrane Technologies$352,8000.0%8330.2%ConstructionIWViShares Russell 3000 ETF$349,3630.0%9180.2%ETFSPABSPDR Portfolio Aggregate Bond ETF$346,5500.0%13,4010.2%ETFJNJJohnson & Johnson$332,532$332,532 ▲New Holding1,7880.2%MedicalISRGIntuitive Surgical$330,485$160,369 ▲94.3%7460.2%MedicalIVViShares Core S&P 500 ETF$322,800$14,795 ▼-4.4%4800.1%ETFMAMastercard$322,150$322,150 ▲New Holding5580.1%Business ServicesNVDANVIDIA$306,1910.0%1,6210.1%Computer and TechnologyFASTFastenal$291,910$291,910 ▲New Holding6,0600.1%Retail/WholesaleVANGUARD MUN BD FDS$287,573$287,573 ▲New Holding2,8720.1%INTERMEDIATE TRMLINDE PLC$284,505$469 ▼-0.2%6060.1%SHSABBVAbbVie$278,1950.0%1,1760.1%MedicalSCHFSchwab International Equity ETF$269,6300.0%11,4590.1%ETFWMTWalmart$263,9120.0%2,5950.1%Retail/WholesaleEFAiShares MSCI EAFE ETF$263,7290.0%2,7970.1%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$243,724$243,724 ▲New Holding4,3930.1%ETFRTXRTX$243,1130.0%1,4590.1%AerospaceVUGVanguard Growth ETF$240,6730.0%4980.1%ETFCAPITAL GROUP INTERNATIONAL$238,4750.0%7,6680.1%SHSMNBDALPS Intermediate Municipal Bond ETF$226,998$20,340 ▲9.8%8,7830.1%ETFCSCOCisco Systems$226,721$226,721 ▲New Holding3,3190.1%Computer and TechnologyQQQInvesco QQQ$226,543$226,543 ▲New Holding3740.1%FinanceTIPiShares TIPS Bond ETF$226,231$4,224 ▼-1.8%2,0350.1%ETFSPGIS&P Global$220,680$220,680 ▲New Holding4630.1%FinanceSCHCSchwab International Small-Cap Equity ETF$218,9210.0%4,8030.1%ETFUNPUnion Pacific$213,648$506,564 ▼-70.3%9110.1%TransportationWCNWaste Connections$208,501$208,501 ▲New Holding1,2050.1%Business ServicesSNPSSynopsys$207,775$207,775 ▲New Holding4410.1%Computer and TechnologyREGNRegeneron Pharmaceuticals$205,800$205,800 ▲New Holding3430.1%MedicalVTVVanguard Value ETF$202,572$202,572 ▲New Holding1,0860.1%ETFHDHome Depot$0$569 ▼-100.0%00.0%Retail/WholesaleIBMInternational Business Machines$0$472 ▼-100.0%00.0%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$0$251 ▼-100.0%00.0%ETFShowing 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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