Tribridge Partners Financial LLC Top Holdings and 13F Report (2026) About Tribridge Partners Financial LLCInvestment ActivityTribridge Partners Financial LLC has $255.20 million in total holdings as of June 30, 2026.Tribridge Partners Financial LLC owns shares of 82 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 6.86% of the portfolio was purchased this quarter.About 2.98% of the portfolio was sold this quarter.This quarter, Tribridge Partners Financial LLC has purchased 80 new stocks and bought additional shares in 14 stocks.Tribridge Partners Financial LLC sold shares of 34 stocks and completely divested from 5 stocks this quarter.Largest Holdings Capital Group Growth ETF $28,016,529Vanguard S&P 500 ETF $26,524,312CAPITAL GROUP CONSERVATIVE E $25,946,680Vanguard Mid-Cap ETF $18,824,508Vanguard Small-Cap ETF $18,058,280 Largest New Holdings this Quarter 92203C303 - Vanguard Ultra-Short Bond ETF $1,049,962 Holding46436E544 - iShares ESG Select Screened S&P Small-Cap ETF $224,265 Holding922908736 - Vanguard Growth ETF $214,787 HoldingG29183103 - Eaton $205,698 Holding464287655 - iShares Russell 2000 ETF $205,037 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 172,186 shares (about $13.95M)Vanguard Ultra-Short Bond ETF 21,126 shares (about $1.05M)iShares Core S&P 500 ETF 650 shares (about $482.66K)iShares ESG Select Screened S&P Small-Cap ETF 4,352 shares (about $224.27K)Vanguard Growth ETF 2,576 shares (about $214.79K) Largest Sales this Quarter Capital Group Growth ETF 27,040 shares (about $1.21M)Vanguard S&P 500 ETF 1,219 shares (about $828.08K)Capital Group Dividend Value ETF 14,302 shares (about $700.23K)Capital Group International Focus Equity ETF 13,427 shares (about $446.31K)Vanguard Total International Stock ETF 5,153 shares (about $431.77K) 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$28,016,529$1,205,443 â–¼-4.1%628,45511.0%ETFVOOVanguard S&P 500 ETF$26,524,312$828,078 â–¼-3.0%39,04610.4%ETFCAPITAL GROUP CONSERVATIVE E$25,946,680$349,582 â–¼-1.3%783,41410.2%SHSVOVanguard Mid-Cap ETF$18,824,508$13,948,767 â–²286.1%232,3737.4%ETFVBVanguard Small-Cap ETF$18,058,280$391,287 â–¼-2.1%60,8277.1%ETFVXUSVanguard Total International Stock ETF$15,539,594$431,769 â–¼-2.7%185,4596.1%ETFCGCPCapital Group Core Plus Income ETF$15,111,172$164,890 â–¼-1.1%685,3145.9%ETFCGXUCapital Group International Focus Equity ETF$14,263,801$446,313 â–¼-3.0%429,1165.6%ETFBNDVanguard Total Bond Market ETF$14,191,485$194,410 â–¼-1.4%195,8535.6%ETFBSVVanguard Short-Term Bond ETF$10,554,163$83,312 â–¼-0.8%136,1834.1%ETFBNDXVanguard Total International Bond ETF$9,907,338$152,194 â–²1.6%206,7473.9%ETFVWOVanguard FTSE Emerging Markets ETF$9,865,056$254,466 â–¼-2.5%169,4153.9%ETFCAPITAL GRP FIXED INCM ETF T$6,670,193$113,210 â–¼-1.7%263,0722.6%ULTRA SHORT ETFCGDVCapital Group Dividend Value ETF$3,735,915$700,230 â–¼-15.8%76,3051.5%ETFMSFTMicrosoft$2,845,508$58,365 â–¼-2.0%7,3131.1%TechnologyCGMUCapital Group Municipal Income ETF$2,382,825$92,851 â–²4.1%87,8950.9%ETFAAPLApple$2,306,823$38,745 â–¼-1.7%6,8470.9%TechnologyCAPITAL GRP FIXED INCM ETF T$2,222,949$100,041 â–²4.7%84,5710.9%SHOR DUR MUN ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$1,293,699$141,486 â–²12.3%12,8560.5%ETFIDEViShares Core MSCI International Developed Markets ETF$1,253,8980.0%14,0210.5%ETFVUSBVanguard Ultra-Short Bond ETF$1,049,962$1,049,962 â–²New Holding21,1260.4%ETFIJHiShares Core S&P Mid-Cap ETF$939,282$15,200 â–²1.6%12,3590.4%ETFIVViShares Core S&P 500 ETF$838,339$482,658 â–²135.7%1,1290.3%ETFINTUIntuit$835,4490.0%2,7490.3%TechnologyVANGUARD MUN BD FDS$821,190$86,807 â–²11.8%8,2680.3%INTERMEDIATE TRMAMZNAmazon.com$799,221$27,998 â–¼-3.4%3,4540.3%Consumer DiscretionaryVTEBVanguard Tax-Exempt Bond ETF$774,866$81,492 â–²11.8%15,5940.3%ETFSBUXStarbucks$660,2510.0%6,3700.3%Consumer DiscretionaryGOOGAlphabet$631,260$61,722 â–¼-8.9%1,9330.2%Communication ServicesSPYVSPDR Portfolio S&P 500 Value ETF$625,852$13,693 â–¼-2.1%10,0550.2%ETFVSGXVanguard ESG International Stock ETF$622,084$1,829 â–²0.3%7,8220.2%ETFCGUSCapital Group Core Equity ETF$604,2400.0%13,7860.2%ETFIJRiShares Core S&P Small-Cap ETF$601,6050.0%4,1340.2%ETFJPMJPMorgan Chase & Co.$576,332$26,003 â–¼-4.3%1,6180.2%FinanceVVisa$559,021$97,883 â–²21.2%1,5420.2%FinanceXVViShares ESG Select Screened S&P 500 ETF$545,815$2,650 â–²0.5%9,6810.2%ETFVIOOVanguard S&P Small-Cap 600 ETF$529,075$944 â–¼-0.2%3,9220.2%ETFIVOOVanguard S&P Mid-Cap 400 ETF$514,393$1,029 â–¼-0.2%4,0000.2%ETFJNJJohnson & Johnson$511,156$27,659 â–¼-5.1%1,9220.2%HealthcareGOOGLAlphabet$492,4520.0%1,5080.2%Communication ServicesESGVVanguard ESG U.S. Stock ETF$449,700$912 â–²0.2%3,4510.2%ETFVTIVanguard Total Stock Market ETF$446,035$115,801 â–¼-20.6%1,2210.2%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$421,1710.0%2,7870.2%ETFNVDANVIDIA$408,151$7,664 â–¼-1.8%2,0770.2%TechnologyTTTrane Technologies$400,6890.0%8290.2%IndustrialsXJHiShares ESG Select Screened S&P Mid-Cap ETF$383,996$6,495 â–¼-1.7%7,4490.2%ETFVEAVanguard FTSE Developed Markets ETF$367,850$24,710 â–¼-6.3%5,2550.1%ETFSPABSPDR Portfolio Aggregate Bond ETF$330,8850.0%13,1460.1%ETFCSCOCisco Systems$328,695$52,701 â–¼-13.8%2,8690.1%TechnologyALPS ETF TR$324,4440.0%12,7910.1%SMITH CORE PLUSVCEBVanguard ESG U.S. Corporate Bond ETF$320,602$1,663 â–²0.5%5,2050.1%ETFMAMastercard$319,4400.0%5790.1%FinanceRTXRTX$318,6750.0%1,4590.1%IndustrialsABBVAbbVie$316,770$15,672 â–¼-4.7%1,2330.1%HealthcareSCHFSchwab International Equity ETF$312,510$1,628 â–¼-0.5%11,5190.1%ETFMRKMerck & Co., Inc.$305,9780.0%2,3400.1%HealthcareSUSCiShares ESG Aware USD Corporate Bond ETF$303,5590.0%13,3550.1%ETFIWViShares Russell 3000 ETF$301,079$85,481 â–¼-22.1%7150.1%ETFWALMART INC$289,8540.0%2,5940.1%COMFASTFastenal$288,6980.0%6,0600.1%IndustrialsLDURPIMCO Low Duration Exchange-Traded Fund$288,2460.0%3,0270.1%ETFLINDE PLC$286,466$20,788 â–¼-6.8%5650.1%SHSSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$273,4310.0%11,0210.1%ETFISRGIntuitive Surgical$273,3320.0%7660.1%HealthcareCAPITAL GROUP INTERNATIONAL$272,7510.0%7,6680.1%SHSUNPUnion Pacific$272,6620.0%9110.1%IndustrialsQQQInvesco QQQ$255,1130.0%3740.1%ETFCATCaterpillar$249,7580.0%2860.1%IndustrialsEFAiShares MSCI EAFE ETF$240,863$49,773 â–¼-17.1%2,3180.1%ETFVTVVanguard Value ETF$239,458$1,330 â–¼-0.6%1,0800.1%ETFSCHCSchwab International Small-Cap Equity ETF$231,3610.0%4,8030.1%ETFMNBDALPS Intermediate Municipal Bond ETF$226,7160.0%8,8440.1%ETFXJRiShares ESG Select Screened S&P Small-Cap ETF$224,265$224,265 â–²New Holding4,3520.1%ETFREGNRegeneron Pharmaceuticals$220,166$8,673 â–¼-3.8%3300.1%HealthcareTIPiShares TIPS Bond ETF$218,5390.0%2,0350.1%ETFVUGVanguard Growth ETF$214,787$214,787 â–²New Holding2,5760.1%ETFSPGIS&P Global$205,840$4,838 â–¼-2.3%4680.1%FinanceETNEaton$205,698$205,698 â–²New Holding5160.1%IndustrialsIWMiShares Russell 2000 ETF$205,037$205,037 â–²New Holding7000.1%ETFSCHESchwab Emerging Markets Equity ETF$203,062$203,062 â–²New Holding5,6960.1%ETFGLWCorning$202,9980.0%1,4160.1%TechnologyGDGeneral Dynamics$201,185$201,185 â–²New Holding5170.1%IndustrialsXOMExxonMobil$0$898,257 â–¼-100.0%00.0%EnergyVTIPVanguard Short-Term Inflation-Protected Securities ETF$0$235,529 â–¼-100.0%00.0%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$0$233,025 â–¼-100.0%00.0%ETFCVXChevron$0$208,919 â–¼-100.0%00.0%EnergyWCNWaste Connections$0$207,600 â–¼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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