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Tribridge Partners Financial LLC Top Holdings and 13F Report (2025)

About Tribridge Partners Financial LLC

Investment Activity

  • Tribridge Partners Financial LLC has $170.38 thousand in total holdings as of June 30, 2025.
  • Tribridge Partners Financial LLC owns shares of 60 different stocks, but just 12 companies or ETFs make up 80% of its holdings.

Largest Holdings

CAPITAL GROUP CONSERVATIVE E
$15,536

Sector Allocation

Map of 500 Largest Holdings ofTribridge Partners Financial LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$20,879513,61712.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$18,11631,89310.6%ETF
CAPITAL GROUP CONSERVATIVE E
$15,536543,2259.1%SHS
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$12,21943,6657.2%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$10,956148,7926.4%ETF
Capital Group Core Plus Income ETF stock logo
CGCP
Capital Group Core Plus Income ETF
$10,765478,4316.3%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$10,55244,5286.2%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$9,914143,4975.8%ETF
Capital Group International Focus Equity ETF stock logo
CGXU
Capital Group International Focus Equity ETF
$8,689320,2575.1%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$8,016101,8604.7%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$6,530132,0213.8%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$6,503131,3413.8%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$4,348110,1132.6%ETF
CAPITAL GRP FIXED INCM ETF T
$4,245168,2372.5%ULTRA SHORT INCO
Microsoft Corporation stock logo
MSFT
Microsoft
$3,4336,9012.0%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$1,5447,5250.9%Computer and Technology
Capital Group Municipal Income ETF stock logo
CGMU
Capital Group Municipal Income ETF
$1,11941,9400.7%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$1,05613,8820.6%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$8828,1860.5%Energy
Union Pacific Corporation stock logo
UNP
Union Pacific
$7073,0710.4%Transportation
CAPITAL GRP FIXED INCM ETF T
$70026,8480.4%SHORT DURATION M
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6673,0410.4%Retail/Wholesale
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$64110,3320.4%ETF
Vanguard S&P Mid-Cap 400 ETF stock logo
IVOO
Vanguard S&P Mid-Cap 400 ETF
$6225,9240.4%ETF
Vanguard S&P Small-Cap 600 ETF stock logo
VIOO
Vanguard S&P Small-Cap 600 ETF
$5795,7150.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$5691,5510.3%Retail/Wholesale
International Business Machines Corporation stock logo
IBM
International Business Machines
$4721,6000.3%Computer and Technology
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$4687,1380.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$4504,1180.3%ETF
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$44612,0650.3%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$4449,0610.3%ETF
iShares ESG Select Screened S&P 500 ETF stock logo
XVV
iShares ESG Select Screened S&P 500 ETF
$4419,2500.3%ETF
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$3752,7870.2%ETF
Visa Inc. stock logo
V
Visa
$3681,0370.2%Business Services
Trane Technologies plc stock logo
TT
Trane Technologies
$3648330.2%Construction
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3521,1590.2%ETF
ALPS ETF TR
$34813,4610.2%SMITH CORE PLUS
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3451,1910.2%Finance
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$34313,4010.2%ETF
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$3413,1060.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$3275,7440.2%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$3229180.2%ETF
Vanguard Short-Term Tax-Exempt Bond ETF stock logo
VTES
Vanguard Short-Term Tax-Exempt Bond ETF
$3203,1730.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3125020.2%ETF
LINDE PLC
$2856070.2%SHS
Alphabet Inc. stock logo
GOOGL
Alphabet
$2661,5110.2%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2561,6210.2%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$2542,5950.1%Retail/Wholesale
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$25311,4590.1%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$2515920.1%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$2502,7970.1%Finance
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$2282,0730.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$2251,2690.1%Computer and Technology
CAPITAL GROUP INTERNATIONAL
$2237,6680.1%SHS
AbbVie Inc. stock logo
ABBV
AbbVie
$2181,1760.1%Medical
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2184980.1%ETF
RTX Corporation stock logo
RTX
RTX
$2131,4590.1%Aerospace
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$2093840.1%Medical
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$2054,8030.1%ETF
ALPS Intermediate Municipal Bond ETF stock logo
MNBD
ALPS Intermediate Municipal Bond ETF
$2037,9960.1%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data