Tribridge Partners Financial LLC
13F Reported Value
ⓘ$241.7M
Holdings
80
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Tribridge Partners Financial LLC disclosed 80 positions worth $241.7M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 4 new positions and exited 0 — including a new stake in $MRK. The portfolio is most concentrated in Other (89.1% of disclosed assets). All figures are sourced directly from Tribridge Partners Financial LLC’s Form 13F-HR filing with the SEC under CIK 2083677.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
CAPITAL GROUP GROWTH ETF
—Quality
$26.5M655,495 shVANGUARD INDEX FDS
—Quality
$24.3M40,265 shCAPITAL GROUP CONSERVATIVE E
—Quality
$23.7M793,969 shVANGUARD INDEX FDS
—Quality
$17.5M60,187 shVANGUARD INDEX FDS
—Quality
$16.4M62,145 shCAPITAL GRP FIXED INCM ETF T
—Quality
$15.5M692,792 shVANGUARD STAR FDS
—Quality
$14.8M190,612 shVANGUARD BD INDEX FDS
—Quality
$14.6M198,536 shCAPITAL GROUP INTL FOCUS EQT
—Quality
$13.1M442,543 sh- 80.9
Quality
$10.7M137,258 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| CAPITAL GROUP GROWTH ETF | — | $26.5M | 655,495 |
| VANGUARD INDEX FDS | — | $24.3M | 40,265 |
| CAPITAL GROUP CONSERVATIVE E | — | $23.7M | 793,969 |
| VANGUARD INDEX FDS | — | $17.5M | 60,187 |
| VANGUARD INDEX FDS | — | $16.4M | 62,145 |
| CAPITAL GRP FIXED INCM ETF T | — | $15.5M | 692,792 |
| VANGUARD STAR FDS | — | $14.8M | 190,612 |
| VANGUARD BD INDEX FDS | — | $14.6M | 198,536 |
| CAPITAL GROUP INTL FOCUS EQT | — | $13.1M | 442,543 |
 Meta Platforms, Inc.$META | 80.9 | $10.7M | 137,258 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Tribridge Partners Financial LLC's 80 positions.
Showing top 10 of 80 holdings.
Sector Allocation
Other
$215.3M
Technology
$18.5M
Healthcare
$2.0M
Consumer Discretionary
$1.9M
Financials
$1.4M
Energy
$1.1M
Industrials
$714,326
Materials
$514,031
Full Holdings — Tribridge Partners Financial LLC (Q1 2026)
All 80 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | CAPITAL GROUP GROWTH ETF | $26.5M | 11.0% | +4% | — |
| 2 | — | VANGUARD INDEX FDS | $24.3M | 10.1% | +3% | — |
| 3 | — | CAPITAL GROUP CONSERVATIVE E | $23.7M | 9.8% | +5% | — |
| 4 | — | VANGUARD INDEX FDS | $17.5M | 7.2% | +4% | — |
| 5 | — | VANGUARD INDEX FDS | $16.4M | 6.8% | +3% | — |
| 6 | — | CAPITAL GRP FIXED INCM ETF T | $15.5M | 6.4% | +2% | — |
| 7 | — | VANGUARD STAR FDS | $14.8M | 6.1% | +5% | — |
| 8 | — | VANGUARD BD INDEX FDS | $14.6M | 6.0% | +1% | — |
| 9 | — | CAPITAL GROUP INTL FOCUS EQT | $13.1M | 5.4% | +4% | — |
| 10 | $META | Meta Platforms, Inc. | $10.7M | 4.4% | -0% | 80.9 |
| 11 | — | VANGUARD CHARLOTTE FDS | $9.8M | 4.0% | +4% | — |
| 12 | — | VANGUARD INTL EQUITY INDEX F | $9.4M | 3.9% | +3% | — |
| 13 | — | CAPITAL GRP FIXED INCM ETF T | $6.8M | 2.8% | +3% | — |
| 14 | — | CAPITAL GROUP DIVIDEND VALUE | $3.9M | 1.6% | -0% | — |
| 15 |  $MSFT | MICROSOFT CORP | $2.8M | 1.1% | +4% | 83.7 |
| 16 | — | CAPITAL GRP FIXED INCM ETF T | $2.3M | 0.9% | +7% | — |
| 17 | — | CAPITAL GRP FIXED INCM ETF T | $2.1M | 0.9% | +11% | — |
| 18 |  $AAPL | Apple Inc. | $1.8M | 0.7% | +6% | 76.1 |
| 19 | — | ISHARES TR | $1.2M | 0.5% | +1% | — |
| 20 |  $INTU | INTUIT INC. | $1.2M | 0.5% | +0% | 82 |
| 21 | — | VANGUARD WELLINGTON FD | $1.2M | 0.5% | +13% | — |
| 22 |  $XOM | EXXON MOBIL CORP | $898,257 | 0.4% | -1% | 61.8 |
| 23 | — | ISHARES TR | $829,030 | 0.3% | +1% | — |
| 24 |  $AMZN | AMAZON COM INC | $749,928 | 0.3% | -3% | 74.6 |
| 25 | — | VANGUARD MUN BD FDS | $740,287 | 0.3% | +17% | — |
| 26 | — | VANGUARD MUN BD FDS | $697,700 | 0.3% | +10% | — |
| 27 |  $GOOGL | Alphabet Inc. | $624,844 | 0.3% | +3% | 80.2 |
| 28 | — | SPDR SERIES TRUST | $582,815 | 0.2% | +21% | — |
| 29 |  $SBUX | STARBUCKS CORP | $575,657 | 0.2% | -8% | 54.6 |
| 30 | — | VANGUARD WORLD FD | $561,216 | 0.2% | +0% | — |
| 31 | — | CAPITAL GROUP CORE EQUITY ET | $533,794 | 0.2% | +13% | — |
| 32 | — | ISHARES TR | $518,547 | 0.2% | -1% | — |
| 33 |  $JPM | JPMORGAN CHASE & CO | $498,169 | 0.2% | +42% | 35.6 |
| 34 | — | VANGUARD INDEX FDS | $498,013 | 0.2% | +25% | — |
| 35 |  $JNJ | JOHNSON & JOHNSON | $492,399 | 0.2% | +13% | 72.8 |
| 36 | — | ISHARES TR | $479,133 | 0.2% | +0% | — |
| 37 | — | VANGUARD ADMIRAL FDS INC | $462,357 | 0.2% | +0% | — |
| 38 | — | VANGUARD ADMIRAL FDS INC | $455,525 | 0.2% | +0% | — |
| 39 |  $GOOG | Alphabet Inc. | $446,021 | 0.2% | -0% | 80.2 |
| 40 | — | VANGUARD INTL EQUITY INDEX F | $408,825 | 0.2% | +0% | — |
| 41 | — | VANGUARD WORLD FD | $390,515 | 0.2% | +0% | — |
| 42 |  $V | VISA INC. | $382,618 | 0.2% | -3% | 83.5 |
| 43 |  $NVDA | NVIDIA CORP | $375,357 | 0.2% | +31% | 90.2 |
| 44 | — | VANGUARD TAX-MANAGED FDS | $362,501 | 0.1% | -4% | — |
| 45 |  $TT | Trane Technologies plc | $354,041 | 0.1% | -0% | — |
| 46 | — | ISHARES TR | $346,603 | 0.1% | +48% | — |
| 47 |  $ISRG | INTUITIVE SURGICAL INC | $346,286 | 0.1% | +3% | 81.4 |
| 48 | — | ISHARES TR | $343,130 | 0.1% | +0% | — |
| 49 | — | SPDR SERIES TRUST | $336,538 | 0.1% | -2% | — |
| 50 |  $ALPS | Alps Group Inc | $330,519 | 0.1% | -5% | — |
| 51 |  $WMT | Walmart Inc. | $326,299 | 0.1% | -0% | 63.2 |
| 52 | — | VANGUARD WORLD FD | $325,644 | 0.1% | +0% | — |
| 53 | — | ISHARES TR | $315,642 | 0.1% | +3% | — |
| 54 | — | ISHARES TR | $308,968 | 0.1% | +0% | — |
| 55 |  $LIN | LINDE PLC | $304,576 | 0.1% | +0% | — |
| 56 | — | SCHWAB STRATEGIC TR | $289,243 | 0.1% | +0% | — |
| 57 | — | PIMCO ETF TR | $288,957 | 0.1% | +0% | — |
| 58 |  $RTX | RTX Corp | $286,270 | 0.1% | +0% | 70 |
| 59 |  $MA | Mastercard Inc | $285,702 | 0.1% | +4% | 81.7 |
| 60 |  $MRK | Merck & Co., Inc. | $282,836 | 0.1% | NEW | 70.9 |
| 61 |  $FAST | FASTENAL CO | $280,578 | 0.1% | +0% | 73.5 |
| 62 | — | ISHARES TR | $275,525 | 0.1% | +0% | — |
| 63 | — | ISHARES TR | $274,106 | 0.1% | +0% | — |
| 64 |  $ABBV | AbbVie Inc. | $270,239 | 0.1% | +10% | 59.3 |
| 65 |  $CSCO | CISCO SYSTEMS, INC. | $263,058 | 0.1% | +0% | 72.3 |
| 66 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $261,315 | 0.1% | +0% | 75.1 |
| 67 | — | CAPITAL GROUP INTERNATIONAL | $255,498 | 0.1% | +0% | — |
| 68 | — | VANGUARD MALVERN FDS | $235,529 | 0.1% | +0% | — |
| 69 | — | CAPITAL GRP FIXED INCM ETF T | $233,025 | 0.1% | +0% | — |
| 70 | — | ALPS ETF TR | $229,104 | 0.1% | +1% | — |
| 71 | — | SCHWAB STRATEGIC TR | $225,597 | 0.1% | +0% | — |
| 72 | — | ISHARES TR | $225,498 | 0.1% | +0% | — |
| 73 |  $UNP | UNION PACIFIC CORP | $222,931 | 0.1% | +0% | 74 |
| 74 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $218,783 | 0.1% | +0% | — |
| 75 | — | VANGUARD INDEX FDS | $213,931 | 0.1% | +0% | — |
| 76 |  $GLW | CORNING INC /NY | $209,455 | 0.1% | NEW | 72.7 |
| 77 |  $CVX | CHEVRON CORP | $208,919 | 0.1% | NEW | 54.7 |
| 78 |  $WCN | Waste Connections, Inc. | $207,600 | 0.1% | +4% | — |
| 79 |  $SPGI | S&P Global Inc. | $206,526 | 0.1% | +3% | 79.4 |
| 80 |  $CAT | CATERPILLAR INC | $205,125 | 0.1% | NEW | 67.8 |
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AI-Powered Hedge Fund Analysis: Tribridge Partners Financial LLC
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