Tribridge Partners Financial LLC
CIK: 0002083677SEC EDGAR →
Portfolio Value
$238.4M
Holdings
77
As of
Q4 2025
New Positions
77
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CAPITAL GROUP GROWTH ETF | 632,479 | $28.1M | 11.80% |
| 2 | CAPITAL GROUP CONSERVATIVE E | 757,961 | $23.1M | 9.69% |
| 3 | VANGUARD INDEX FDS | 58,055 | $16.8M | 7.07% |
| 4 | VANGUARD INDEX FDS | 60,193 | $15.5M | 6.51% |
| 5 | CAPITAL GRP FIXED INCM ETF T | 678,618 | $15.4M | 6.44% |
| 6 | VANGUARD BD INDEX FDS | 196,073 | $14.5M | 6.09% |
| 7 | VANGUARD STAR FDS | 181,019 | $13.7M | 5.73% |
| 8 | CAPITAL GROUP INTL FOCUS EQT | 424,626 | $12.5M | 5.26% |
| 9 | VANGUARD BD INDEX FDS | 137,778 | $10.9M | 4.55% |
| 10 | VANGUARD CHARLOTTE FDS | 196,252 | $9.5M | 3.98% |
Quarterly Changes
New Positions (77)
$28.1M · 632K shares
$23.1M · 758K shares
$16.8M · 58K shares
$15.5M · 60K shares
$15.4M · 679K shares
$14.5M · 196K shares
$13.7M · 181K shares
$12.5M · 425K shares
$10.9M · 138K shares
$9.5M · 196K shares
$9.0M · 168K shares
$6.6M · 259K shares
$4.0M · 91K shares
$3.5M · 7K shares
$2.2M · 79K shares
$1.9M · 73K shares
$1.8M · 7K shares
$1.1M · 14K shares
$1.0M · 10K shares
$849K · 4K shares
$790K · 12K shares
$677K · 6K shares
$645K · 2K shares
$640K · 13K shares
$639K · 6K shares
$584K · 7K shares
$558K · 8K shares
$507K · 10K shares
$500K · 4K shares
$490K · 12K shares
$483K · 9K shares
$472K · 2K shares
$459K · 1K shares
$446K · 4K shares
$434K · 4K shares
$422K · 746 shares
$416K · 3K shares
$414K · 1K shares
$399K · 3K shares
$383K · 1K shares
$370K · 2K shares
$365K · 6K shares
$355K · 918 shares
$350K · 13K shares
$345K · 13K shares
$329K · 5K shares
$324K · 833 shares
$319K · 466 shares
$318K · 558 shares
$312K · 13K shares
$302K · 2K shares
$290K · 3K shares
$289K · 3K shares
$278K · 12K shares
$278K · 11K shares
$268K · 1K shares
$268K · 3K shares
$267K · 1K shares
$264K · 343 shares
$258K · 606 shares
$255K · 3K shares
$249K · 8K shares
$243K · 6K shares
$241K · 463 shares
$235K · 9K shares
$233K · 5K shares
$229K · 5K shares
$229K · 374 shares
$228K · 9K shares
$223K · 2K shares
$220K · 451 shares
$218K · 5K shares
$211K · 1K shares
$210K · 911 shares
$207K · 1K shares
$25K · 39K shares
$2K · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 54 | $198.9M | 93.8% |
| Technology | 5 | $5.8M | 2.7% |
| Consumer Cyclical | 2 | $1.4M | 0.7% |
| Healthcare | 4 | $1.3M | 0.6% |
| Industrials | 5 | $1.3M | 0.6% |
| Communication Services | 2 | $1.1M | 0.5% |
| Unknown | 2 | $868K | 0.4% |
| Energy | 1 | $677K | 0.3% |
| Consumer Defensive | 1 | $289K | 0.1% |
| Basic Materials | 1 | $258K | 0.1% |