Institutions / Tribridge Partners Financial LLC

Tribridge Partners Financial LLC

CIK 2083677 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$238.38M
Positions
77
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Capital Group Growth ETFโ€”$28.13M632,47911.8%
Vanguard Index Fdsโ€”$24.60M39,22910.3%
Capital Group Conservative Eโ€”$23.11M757,9619.7%
Vanguard Index Fdsโ€”$16.85M58,0557.1%
Vanguard Index Fdsโ€”$15.53M60,1936.5%
Capital Grp Fixed Incm ETF Tโ€”$15.36M678,6186.4%
Vanguard Bd Index Fdsโ€”$14.52M196,0736.1%
Vanguard Star Fdsโ€”$13.66M181,0195.7%
Capital Group Intl Focus Eqtโ€”$12.55M424,6265.3%
Vanguard Bd Index Fdsโ€”$10.86M137,7784.6%
Vanguard Charlotte Fdsโ€”$9.48M196,2524.0%
Vanguard Intl Equity Index Fโ€”$9.04M168,1193.8%
Capital Grp Fixed Incm ETF Tโ€”$6.55M258,8912.7%
Capital Group Dividend Valueโ€”$3.97M90,8791.7%
Microsoft Corpโ€”$3.48M7,1921.5%
Capital Grp Fixed Incm ETF Tโ€”$2.17M79,2490.9%
Capital Grp Fixed Incm ETF Tโ€”$1.92M73,0170.8%
Intuit Inc.โ€”$1.82M2,7480.8%
Apple Inc.โ€”$1.79M6,5950.8%
iShares MSCI UAE ETFโ€”$1.14M13,8820.5%
Vanguard Wellington Fdโ€”$1.03M10,1630.4%
Amazon.com Incโ€”$849.6K3,6810.4%
iShares Trโ€”$790.7K11,9810.3%
Exxon Mobil Corpโ€”$677.5K5,6300.3%
Alphabet Inc.โ€”$645.8K2,0580.3%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.