Tribridge Partners Financial LLC Top Holdings and 13F Report (2026) About Tribridge Partners Financial LLCInvestment ActivityTribridge Partners Financial LLC has $241.66 million in total holdings as of March 31, 2026.Tribridge Partners Financial LLC owns shares of 80 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 3.70% of the portfolio was purchased this quarter.About 0.17% of the portfolio was sold this quarter.This quarter, Tribridge Partners Financial LLC has purchased 77 new stocks and bought additional shares in 40 stocks.Tribridge Partners Financial LLC sold shares of 13 stocks and completely divested from 1 stock this quarter.Largest Holdings Capital Group Growth ETF $26,488,542Vanguard S&P 500 ETF $24,279,640CAPITAL GROUP CONSERVATIVE E $23,684,084Vanguard Mid-Cap ETF $17,451,946Vanguard Small-Cap ETF $16,447,205 Largest New Holdings this Quarter 58933Y105 - Merck & Co., Inc. $282,836 Holding219350105 - Corning $209,455 Holding166764100 - Chevron $208,919 Holding149123101 - Caterpillar $205,125 Holding Largest Purchases this Quarter CAPITAL GROUP CONSERVATIVE E 36,008 shares (about $1.07M)Capital Group Growth ETF 23,016 shares (about $930.08K)Vanguard Total International Stock ETF 9,593 shares (about $743.27K)Vanguard S&P 500 ETF 1,036 shares (about $624.70K)Vanguard Mid-Cap ETF 2,132 shares (about $618.20K) Largest Sales this Quarter Starbucks 572 shares (about $51.69K)Vanguard Short-Term Bond ETF 520 shares (about $40.67K)Amazon.com 106 shares (about $22.24K)ALPS ETF TR 670 shares (about $17.31K)Vanguard FTSE Developed Markets ETF 250 shares (about $16.16K) 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$26,488,542$930,076 ▲3.6%655,49511.0%ETFVOOVanguard S&P 500 ETF$24,279,640$624,704 ▲2.6%40,26510.0%ETFCAPITAL GROUP CONSERVATIVE E$23,684,084$1,074,118 ▲4.8%793,9699.8%SHSVOVanguard Mid-Cap ETF$17,451,946$618,199 ▲3.7%60,1877.2%ETFVBVanguard Small-Cap ETF$16,447,205$516,613 ▲3.2%62,1456.8%ETFCGCPCapital Group Core Plus Income ETF$15,511,604$317,356 ▲2.1%692,7926.4%ETFVXUSVanguard Total International Stock ETF$14,768,627$743,266 ▲5.3%190,6126.1%ETFBNDVanguard Total Bond Market ETF$14,608,288$181,228 ▲1.3%198,5366.0%ETFCGXUCapital Group International Focus Equity ETF$13,077,151$529,448 ▲4.2%442,5435.4%ETFBSVVanguard Short-Term Bond ETF$10,736,331$40,674 ▼-0.4%137,2584.4%ETFBNDXVanguard Total International Bond ETF$9,763,252$351,019 ▲3.7%203,5714.0%ETFVWOVanguard FTSE Emerging Markets ETF$9,353,133$304,945 ▲3.4%173,7853.9%ETFCAPITAL GRP FIXED INCM ETF T$6,767,346$218,700 ▲3.3%267,5372.8%ULTRA SHORT INCOCGDVCapital Group Dividend Value ETF$3,867,998$11,612 ▼-0.3%90,6071.6%ETFMSFTMicrosoft$2,787,058$101,205 ▲3.8%7,4631.2%Computer and TechnologyCGMUCapital Group Municipal Income ETF$2,301,816$142,273 ▲6.6%84,4701.0%ETFCAPITAL GRP FIXED INCM ETF T$2,126,531$204,004 ▲10.6%80,7650.9%SHORT DURATION MAAPLApple$1,781,715$93,923 ▲5.6%6,9620.7%Computer and TechnologyIDEViShares Core MSCI International Developed Markets ETF$1,182,812$11,726 ▲1.0%14,0210.5%ETFINTUIntuit$1,161,398$422 ▲0.0%2,7490.5%Computer and TechnologyVTESVanguard Short-Term Tax-Exempt Bond ETF$1,157,538$130,109 ▲12.7%11,4500.5%ETFXOMExxonMobil$898,257$6,428 ▼-0.7%5,5900.4%EnergyIJHiShares Core S&P Mid-Cap ETF$829,030$12,136 ▲1.5%12,1590.3%ETFAMZNAmazon.com$749,928$22,236 ▼-2.9%3,5750.3%Retail/WholesaleVANGUARD MUN BD FDS$740,287$104,926 ▲16.5%7,3940.3%INTERMEDIATE TRMVTEBVanguard Tax-Exempt Bond ETF$697,700$60,950 ▲9.6%13,9540.3%ETFGOOGAlphabet$624,844$18,845 ▲3.1%2,1220.3%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$582,815$99,603 ▲20.6%10,2750.2%ETFSBUXStarbucks$575,657$51,692 ▼-8.2%6,3700.2%Retail/WholesaleVSGXVanguard ESG International Stock ETF$561,2160.0%7,7990.2%ETFCGUSCapital Group Core Equity ETF$533,794$62,107 ▲13.2%13,7860.2%ETFIJRiShares Core S&P Small-Cap ETF$518,547$3,763 ▼-0.7%4,1340.2%ETFJPMJPMorgan Chase & Co.$498,169$147,300 ▲42.0%1,6910.2%FinanceVTIVanguard Total Stock Market ETF$498,013$98,113 ▲24.5%1,5380.2%ETFJNJJohnson & Johnson$492,399$57,844 ▲13.3%2,0260.2%MedicalXVViShares ESG Select Screened S&P 500 ETF$479,1330.0%9,6340.2%ETFIVOOVanguard S&P Mid-Cap 400 ETF$462,357$1,269 ▲0.3%4,0080.2%ETFVIOOVanguard S&P Small-Cap 600 ETF$455,525$1,275 ▲0.3%3,9290.2%ETFGOOGLAlphabet$446,021$887 ▼-0.2%1,5080.2%Computer and TechnologyVSSVanguard FTSE All-World ex-US Small-Cap ETF$408,8250.0%2,7870.2%ETFESGVVanguard ESG U.S. Stock ETF$390,5150.0%3,4440.2%ETFVVisa$382,618$11,731 ▼-3.0%1,2720.2%Business ServicesNVDANVIDIA$375,357$87,808 ▲30.5%2,1160.2%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$362,501$16,160 ▼-4.3%5,6080.2%ETFTTTrane Technologies$354,041$1,708 ▼-0.5%8290.1%ConstructionXJHiShares ESG Select Screened S&P Mid-Cap ETF$346,603$111,920 ▲47.7%7,5750.1%ETFISRGIntuitive Surgical$346,286$9,041 ▲2.7%7660.1%MedicalIWViShares Russell 3000 ETF$343,1300.0%9180.1%ETFSPABSPDR Portfolio Aggregate Bond ETF$336,538$6,528 ▼-1.9%13,1460.1%ETFALPS ETF TR$330,519$17,313 ▼-5.0%12,7910.1%SMITH CORE PLUSWALMART INC$326,299$126 ▼0.0%2,5940.1%COMVCEBVanguard ESG U.S. Corporate Bond ETF$325,6440.0%5,1780.1%ETFIVViShares Core S&P 500 ETF$315,642$8,566 ▲2.8%4790.1%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$308,9680.0%13,3550.1%ManufacturingLINDE PLC$304,5760.0%6060.1%SHSSCHFSchwab International Equity ETF$289,2430.0%11,5790.1%ETFLDURPIMCO Low Duration Exchange-Traded Fund$288,9570.0%3,0270.1%ETFRTXRTX$286,2700.0%1,4590.1%AerospaceMAMastercard$285,702$10,362 ▲3.8%5790.1%Business ServicesMRKMerck & Co., Inc.$282,836$282,836 ▲New Holding2,3400.1%MedicalFASTFastenal$280,5780.0%6,0600.1%Retail/WholesaleSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$275,5250.0%11,0210.1%ManufacturingEFAiShares MSCI EAFE ETF$274,1060.0%2,7970.1%FinanceABBVAbbVie$270,239$24,643 ▲10.0%1,2940.1%MedicalCSCOCisco Systems$263,058$790 ▲0.3%3,3290.1%Computer and TechnologyREGNRegeneron Pharmaceuticals$261,3150.0%3430.1%MedicalCAPITAL GROUP INTERNATIONAL$255,4980.0%7,6680.1%SHSVTIPVanguard Short-Term Inflation-Protected Securities ETF$235,5290.0%4,7120.1%ManufacturingCGMSCapital Group U.S. Multi-Sector Income ETF$233,0250.0%8,5170.1%ETFMNBDALPS Intermediate Municipal Bond ETF$229,104$1,580 ▲0.7%8,8440.1%ETFSCHCSchwab International Small-Cap Equity ETF$225,5970.0%4,8030.1%ETFTIPiShares TIPS Bond ETF$225,4980.0%2,0350.1%ETFUNPUnion Pacific$222,9310.0%9110.1%TransportationQQQInvesco QQQ$218,7830.0%3740.1%FinanceVTVVanguard Value ETF$213,9310.0%1,0860.1%ETFGLWCorning$209,455$209,455 ▲New Holding1,4160.1%Computer and TechnologyCVXChevron$208,919$208,919 ▲New Holding1,0500.1%EnergyWCNWaste Connections$207,600$7,474 ▲3.7%1,2500.1%Business ServicesSPGIS&P Global$206,526$6,899 ▲3.5%4790.1%FinanceCATCaterpillar$205,125$205,125 ▲New Holding2860.1%IndustrialsVUGVanguard Growth ETF$0$220,025 ▼-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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