Tribridge Partners Financial LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Tribridge Partners Financial LLC 13F Holdings
CIK 0002083677 · COLUMBIA, MD
As of Sep 30, 2025, Tribridge Partners Financial LLC reported
71 positions worth $217.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| CAPITAL GROUP GROWTH ETF | CGGR | — | 596,424 | $26.4M | 12.12% |
| VANGUARD 500 INDEX FUND | VOO | — | 37,367 | $23.0M | 10.56% |
| CAPITAL GROUP CONSERVATIVE EQUITY ETF | CGCV | — | 693,964 | $21.0M | 9.63% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 54,336 |
|
6.0M7.35% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 56,131 |
4.4M | 6.61% |
| CAPITAL GROUP CORE PLUS INCOME ETF | CGCP | — | 590,032 |
3.4M | 6.18% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 173,772 |
2.9M | 5.94% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 169,125 |
2.5M | 5.76% |
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | CGXU | — | 387,857 |
1.6M | 5.35% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 122,462 | $9.7M | 4.43% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 161,433 | $8.8M | 4.05% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 169,554 | $8.4M | 3.85% |
| CAPITAL GROUP ULTRA SHORT INCOME ETF | CGUI | — | 217,372 | $5.5M | 2.52% |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | — | 98,297 | $4.2M | 1.91% |
| MICROSOFT CORP | MSFT | Technology | 7,191 | $3.7M | 1.70% |
| INTUIT INC | INTU | Technology | 2,748 |
.9M | 0.86% |
| CAPITAL GROUP MUNICIPAL INCOME ETF | CGMU | — | 63,816 |
.7M | 0.80% |
| APPLE INC | AAPL | Technology | 6,595 |
.7M | 0.78% |
| CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | CGSM | — | 45,628 |
.2M | 0.55% |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | IDEV | — | 13,882 |
.1M | 0.52% |
| AMAZON.COM INC | AMZN | Equity | 3,681 | $818.7K | 0.38% |
| VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF | VTES | — | 7,845 | $797.4K | 0.37% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 11,371 | $745.6K | 0.34% |
| EXXON MOBIL CORP | XOM | Energy | 5,630 | $626.6K | 0.29% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 12,329 | $616.3K | 0.28% |