Institutions / Thrive Wealth Management, LLC

Thrive Wealth Management, LLC

CIK 1847610 · Institution · as of Dec 31, 2025

Portfolio value

$680.49M

Positions

237

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 237 →

Company	Class	Value	Shares	% of portfolio
Schwab Strategic Tr	—	$160.57M	4,922,527	23.6%
Vanguard Index Fds	—	$158.90M	832,005	23.4%
SPDR S&P 500 ETF Tr	—	$22.41M	32,866	3.3%
Apple Inc.	—	$15.33M	56,389	2.3%
Vanguard Index Fds	—	$14.79M	30,322	2.2%
iShares Tr	—	$12.96M	343,363	1.9%
SPDR S&P Midcap 400 ETF Tr	—	$10.97M	18,185	1.6%
Vanguard Index Fds	—	$10.07M	16,055	1.5%
Vanguard Scottsdale Fds	—	$9.88M	31,978	1.5%
Microsoft Corp	—	$9.85M	20,360	1.4%
Vanguard Index Fds	—	$8.85M	34,315	1.3%
Schwab Strategic Tr	—	$8.77M	364,637	1.3%
Schwab Strategic Tr	—	$8.63M	291,573	1.3%
Alphabet Inc.	—	$8.32M	26,507	1.2%
NVIDIA Corp	—	$7.87M	42,204	1.2%
Sei Investments Co	—	$6.66M	81,169	1.0%
Vanguard Index Fds	—	$6.25M	18,639	0.9%
Vanguard Intl Equity Index F	—	$5.59M	103,929	0.8%
Schwab Strategic Tr	—	$5.57M	206,932	0.8%
Amazon.com Inc	—	$5.37M	23,273	0.8%
Johnson & Johnson	—	$4.94M	23,876	0.7%
iShares Tr	—	$4.21M	6,149	0.6%
Alphabet Inc.	—	$4.18M	13,345	0.6%
iShares Tr	—	$4.13M	90,848	0.6%
iShares Tr	—	$3.82M	39,831	0.6%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.