Tribridge Partners Financial LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 27, 2025), Tribridge Partners Financial LLC reported 60 stock positions worth $170.4 million. Its top holding was Cap Group Growth Equity (CGGR) at 12.3% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 10.6%) and Cap Group Conservative Eq (CGCV, 9.1%).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBIA, MD
- CIK
- 0002083677
- Portfolio Value
- $170.4M (Q2 2025)
- SEC Filing
- 0002083677-25-000001 ↗ filed Aug 27, 2025
Holdings Value
Holdings 60 stocks · $170.4M
| CGGR Cap Group Growth Equity | 12.25% | 513,617 | $20.9M | — |
| VOO Vanguard S&P 500 ETF | 10.63% | 31,893 | $18.1M | — |
| CGCV Cap Group Conservative Eq filed as CAPITAL GROUP CONSERVATIVE E | 9.12% | 543,225 | $15.5M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 7.17% | 43,665 | $12.2M | — |
| BND Vanguard Total Bond Market | 6.43% | 148,792 | $11.0M | — |
| CGCP Cap Group Core Plus Income | 6.32% | 478,431 | $10.8M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 6.19% | 44,528 | $10.6M | — |
| VXUS Vanguard Total Intl Stock | 5.82% | 143,497 | $9.9M | — |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 5.10% | 320,257 | $8.7M | — |
| BSV Vanguard Short-Term Bond ETF | 4.70% | 101,860 | $8.0M | — |
| VWO Vanguard Ftse Emerging Marke | 3.83% | 132,021 | $6.5M | — |
| BNDX Vanguard Total Intl Bond ETF | 3.82% | 131,341 | $6.5M | — |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 2.55% | 110,113 | $4.3M | — |
| CGUI Cap Group Ultra Short Income | 2.49% | 168,237 | $4.2M | — |
| MSFT Microsoft Corp. | 2.01% | 6,901 | $3.4M | — |
| AAPL Apple Inc. | 0.91% | 7,525 | $1.5M | — |
| CGMU Cap Group Municipal Income | 0.66% | 41,940 | $1.1M | — |
| IDEV iShares Core MSCI Dev MKTS | 0.62% | 13,882 | $1.1M | — |
| XOM Exxon Mobil Corp. | 0.52% | 8,186 | $882K | — |
| UNP Union Pacific Corp. | 0.41% | 3,071 | $707K | — |
| CGSM Cap Group Short Muni Income | 0.41% | 26,848 | $700K | — |
| AMZN Amazon.com Inc. | 0.39% | 3,041 | $667K | — |
| IJH iShares Core S&P Midcap ETF | 0.38% | 10,332 | $641K | — |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.37% | 5,924 | $622K | — |
| VIOO Vanguard S&P Small-Cap 600 E | 0.34% | 5,715 | $579K | — |
| HD Home Depot Inc. | 0.33% | 1,551 | $569K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 1,600 | $472K | — |
| VSGX Vanguard ESG Intl Stock ETF | 0.27% | 7,138 | $468K | — |
| IJR iShares Core S&P Small-Cap E | 0.26% | 4,118 | $450K | — |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.26% | 12,065 | $446K | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.26% | 9,061 | $444K | — |
| XVV iShares ESG Select Screened | 0.26% | 9,250 | $441K | — |
| VSS Vanguard Ftse All Wo X-US SC | 0.22% | 2,787 | $375K | — |
| V Visa Inc. Class A | 0.22% | 1,037 | $368K | — |
| TT Trane Technologies PLC | 0.21% | 833 | $364K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.21% | 1,159 | $352K | — |
| SMTH Alps SMTH Cor BD Plus ETF | 0.20% | 13,461 | $348K | — |
| JPM JPMorgan Chase & Co. | 0.20% | 1,191 | $345K | — |
| SPAB SS SPDR P Agg Bond ETF | 0.20% | 13,401 | $343K | — |
| ESGV Vanguard ESG US Stock ETF | 0.20% | 3,106 | $341K | — |
| VEA Vanguard Ftse Developed ETF | 0.19% | 5,744 | $327K | — |
| IWV iShares Russell 3000 ETF | 0.19% | 918 | $322K | — |
| VTES Vanguard SH Term Tax-Ex Bond | 0.19% | 3,173 | $320K | — |
| IVV iShares Core S&P 500 ETF | 0.18% | 502 | $312K | — |
| LIN Linde PLC | 0.17% | 607 | $285K | — |
| GOOGL Alphabet Inc. Class A | 0.16% | 1,511 | $266K | — |
| NVDA Nvidia Corp. | 0.15% | 1,621 | $256K | — |
| WMT Walmart Inc. | 0.15% | 2,595 | $254K | — |
| SCHF Schwab Intl Equity ETF | 0.15% | 11,459 | $253K | — |
| IWF iShares Russell 1000 Growth | 0.15% | 592 | $251K | — |
| EFA iShares MSCI Eafe ETF | 0.15% | 2,797 | $250K | — |
| TIP iShares Tips Bond ETF | 0.13% | 2,073 | $228K | — |
| GOOG Alphabet Inc. Class C | 0.13% | 1,269 | $225K | — |
| CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL | 0.13% | 7,668 | $223K | — |
| ABBV Abbvie Inc. | 0.13% | 1,176 | $218K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.13% | 498 | $218K | — |
| RTX RTX Corp. | 0.13% | 1,459 | $213K | — |
| ISRG Intuitive Surgical Inc. | 0.12% | 384 | $209K | — |
| SCHC Schwab Intl Small-Cap Equity | 0.12% | 4,803 | $205K | — |
| MNBD Alps BBH Intermediate Mun-US | 0.12% | 7,996 | $203K | — |
Portfolio Sells Q2 2025
No earlier filing to compare with.
Portfolio Buys Q2 2025
No earlier filing to compare with.