Tribridge Partners Financial LLC Top Holdings and 13F Report (2026) About Tribridge Partners Financial LLCInvestment ActivityTribridge Partners Financial LLC has $128.92 million in total holdings as of September 30, 2026.Tribridge Partners Financial LLC owns shares of 57 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 1.53% of the portfolio was purchased this quarter.About 99.46% of the portfolio was sold this quarter.This quarter, Tribridge Partners Financial LLC has purchased 82 new stocks and bought additional shares in 6 stocks.Tribridge Partners Financial LLC sold shares of 39 stocks and completely divested from 29 stocks this quarter.Largest Holdings Capital Group Growth ETF $13,455,491Vanguard S&P 500 ETF $13,058,647CAPITAL GROUP CONSERVATIVE E $11,687,882Vanguard Mid-Cap ETF $8,924,682Vanguard Small-Cap ETF $7,903,177 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $399,406 Holding78463V107 - SPDR Gold Shares $323,315 Holding46137V357 - Invesco S&P 500 Equal Weight ETF $233,850 Holding808524847 - Schwab U.S. REIT ETF $229,808 Holding Largest Purchases this Quarter Apple 2,040 shares (about $690.17K)EXXONMOBIL HOLDINGS CORP 2,223 shares (about $399.41K)SPDR Gold Shares 894 shares (about $323.32K)Invesco S&P 500 Equal Weight ETF 1,063 shares (about $233.85K)Schwab U.S. REIT ETF 9,863 shares (about $229.81K) Largest Sales this Quarter Capital Group Growth ETF 332,470 shares (about $15.11M)CAPITAL GROUP CONSERVATIVE E 435,249 shares (about $14.61M)Vanguard S&P 500 ETF 20,157 shares (about $13.94M)Vanguard Mid-Cap ETF 123,082 shares (about $10.05M)Vanguard Small-Cap ETF 33,743 shares (about $9.85M) 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$13,455,491$15,114,101 ▼-52.9%295,98510.4%ETFVOOVanguard S&P 500 ETF$13,058,647$13,935,261 ▼-51.6%18,88910.1%ETFCAPITAL GROUP CONSERVATIVE E$11,687,882$14,611,288 ▼-55.6%348,1659.1%SHSVOVanguard Mid-Cap ETF$8,924,682$10,050,852 ▼-53.0%109,2916.9%ETFVBVanguard Small-Cap ETF$7,903,177$9,846,289 ▼-55.5%27,0846.1%ETFVXUSVanguard Total International Stock ETF$7,583,984$7,733,059 ▼-50.5%91,8275.9%ETFCGCPCapital Group Core Plus Income ETF$7,105,317$7,676,923 ▼-51.9%329,4075.5%ETFBNDVanguard Total Bond Market ETF$7,015,955$6,954,254 ▼-49.8%98,3595.4%ETFCGXUCapital Group International Focus Equity ETF$6,800,740$6,660,641 ▼-49.5%216,7915.3%ETFBSVVanguard Short-Term Bond ETF$4,993,463$5,465,399 ▼-52.3%65,0193.9%ETFVWOVanguard FTSE Emerging Markets ETF$4,465,683$4,970,714 ▼-52.7%80,1743.5%ETFBNDXVanguard Total International Bond ETF$4,404,361$5,385,123 ▼-55.0%93,0173.4%ETFMSFTMicrosoft$3,456,656$252,048 ▼-6.8%6,8162.7%TechnologyAAPLApple$3,006,650$690,173 ▲29.8%8,8872.3%TechnologyCAPITAL GRP FIXED INCM ETF T$2,588,041$4,051,915 ▼-61.0%102,5372.0%ULTRA SHORT ETFCGDVCapital Group Dividend Value ETF$1,911,491$1,802,228 ▼-48.5%39,2751.5%ETFCGMUCapital Group Municipal Income ETF$1,794,046$554,524 ▼-23.6%67,1421.4%ETFIDEViShares Core MSCI International Developed Markets ETF$1,238,102$16,917 ▼-1.3%13,8321.0%ETFCAPITAL GRP FIXED INCM ETF T$1,172,801$1,038,730 ▼-47.0%44,8490.9%SHOR DUR MUN ETFINTUIntuit$929,896$38,027 ▼-3.9%2,6410.7%TechnologyVUSBVanguard Ultra-Short Bond ETF$924,995$119,667 ▼-11.5%18,7060.7%ETFAMZNAmazon.com$881,812$33,406 ▲3.9%3,5900.7%Consumer DiscretionaryIJHiShares Core S&P Mid-Cap ETF$841,791$71,775 ▼-7.9%11,3880.7%ETFIVViShares Core S&P 500 ETF$778,021$74,781 ▼-8.8%1,0300.6%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$718,290$572,323 ▼-44.3%7,1550.6%ETFVANGUARD MUN BD FDS$675,199$137,517 ▼-16.9%6,8690.5%INTERMEDIATE TRMSBUXStarbucks$661,270$3,758 ▼-0.6%6,3340.5%Consumer DiscretionaryIJRiShares Core S&P Small-Cap ETF$583,580$1,273 ▼-0.2%4,1250.5%ETFSPYVSPDR Portfolio S&P 500 Value ETF$535,235$110,528 ▼-17.1%8,3340.4%ETFGOOGLAlphabet$465,913$45,196 ▲10.7%1,6700.4%Communication ServicesVTEBVanguard Tax-Exempt Bond ETF$453,039$306,850 ▼-40.4%9,2970.4%ETFNVDANVIDIA$404,322$15,357 ▼-3.7%2,0010.3%TechnologyEXXONMOBIL HOLDINGS CORP$399,406$399,406 ▲New Holding2,2230.3%COM SHSVIOOVanguard S&P Small-Cap 600 ETF$389,970$126,566 ▼-24.5%2,9610.3%ETFIVOOVanguard S&P Mid-Cap 400 ETF$382,896$117,295 ▼-23.5%3,0620.3%ETFTTTrane Technologies$342,237$413 ▼-0.1%8280.3%IndustrialsVVisa$340,408$315,728 ▼-48.1%8000.3%FinanceJPMJPMorgan Chase & Co.$336,493$214,565 ▼-38.9%9880.3%FinanceWALMART INC$334,803$3,575 ▲1.1%2,6220.3%COMVTIVanguard Total Stock Market ETF$334,697$116,867 ▼-25.9%9050.3%ETFSPABSPDR Portfolio Aggregate Bond ETF$325,6260.0%13,1460.3%ETFGLDSPDR Gold Shares$323,315$323,315 ▲New Holding8940.3%ETFALPS ETF TR$320,0310.0%12,7910.2%SMITH CORE PLUSREGNRegeneron Pharmaceuticals$317,2160.0%3300.2%HealthcareSCHFSchwab International Equity ETF$311,2430.0%11,5190.2%ETFIWViShares Russell 3000 ETF$305,2980.0%7150.2%ETFRTXRTX$305,199$9,328 ▲3.2%1,5050.2%IndustrialsLINDE PLC$299,359$5,717 ▲1.9%5760.2%SHSCSCOCisco Systems$286,129$5,385 ▼-1.8%2,8160.2%TechnologyJNJJohnson & Johnson$269,748$250,268 ▼-48.1%9970.2%HealthcareEFAiShares MSCI EAFE ETF$240,3770.0%2,3180.2%ETFRSPInvesco S&P 500 Equal Weight ETF$233,850$233,850 ▲New Holding1,0630.2%ETFSCHCSchwab International Small-Cap Equity ETF$231,1200.0%4,8030.2%ETFSCHHSchwab U.S. REIT ETF$229,808$229,808 ▲New Holding9,8630.2%ETFMNBDALPS Intermediate Municipal Bond ETF$224,2400.0%8,8440.2%ETFTIPiShares TIPS Bond ETF$216,205$319 ▼-0.1%2,0320.2%ETFABBVAbbVie$202,188$153,952 ▼-43.2%7000.2%HealthcareGOOGAlphabet$0$631,260 ▼-100.0%00.0%Communication ServicesVSGXVanguard ESG International Stock ETF$0$622,084 ▼-100.0%00.0%ETFCGUSCapital Group Core Equity ETF$0$604,240 ▼-100.0%00.0%ETFXVViShares ESG Select Screened S&P 500 ETF$0$545,815 ▼-100.0%00.0%ETFESGVVanguard ESG U.S. Stock ETF$0$449,700 ▼-100.0%00.0%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$0$421,171 ▼-100.0%00.0%ETFXJHiShares ESG Select Screened S&P Mid-Cap ETF$0$383,996 ▼-100.0%00.0%ETFVEAVanguard FTSE Developed Markets ETF$0$367,850 ▼-100.0%00.0%ETFVCEBVanguard ESG U.S. Corporate Bond ETF$0$320,602 ▼-100.0%00.0%ETFMAMastercard$0$319,440 ▼-100.0%00.0%FinanceMRKMerck & Co., Inc.$0$305,978 ▼-100.0%00.0%HealthcareSUSCiShares ESG Aware USD Corporate Bond ETF$0$303,559 ▼-100.0%00.0%ETFFASTFastenal$0$288,698 ▼-100.0%00.0%IndustrialsLDURPIMCO Low Duration Exchange-Traded Fund$0$288,246 ▼-100.0%00.0%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$0$273,431 ▼-100.0%00.0%ETFISRGIntuitive Surgical$0$273,332 ▼-100.0%00.0%HealthcareCAPITAL GROUP INTERNATIONAL$0$272,751 ▼-100.0%00.0%SHSUNPUnion Pacific$0$272,662 ▼-100.0%00.0%IndustrialsQQQInvesco QQQ$0$255,113 ▼-100.0%00.0%ETFCATCaterpillar$0$249,758 ▼-100.0%00.0%IndustrialsVTVVanguard Value ETF$0$239,458 ▼-100.0%00.0%ETFXJRiShares ESG Select Screened S&P Small-Cap ETF$0$224,265 ▼-100.0%00.0%ETFVUGVanguard Growth ETF$0$214,787 ▼-100.0%00.0%ETFSPGIS&P Global$0$205,840 ▼-100.0%00.0%FinanceETNEaton$0$205,698 ▼-100.0%00.0%IndustrialsIWMiShares Russell 2000 ETF$0$205,037 ▼-100.0%00.0%ETFSCHESchwab Emerging Markets Equity ETF$0$203,062 ▼-100.0%00.0%ETFGLWCorning$0$202,998 ▼-100.0%00.0%TechnologyGDGeneral Dynamics$0$201,185 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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