Tribridge Partners Financial LLC — 13F Holdings & Portfolio
CIK 2083677 · latest 13F-HR filed 2026-04-15
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Loading holdings…
AUM
$241.7M
Long-equity book
Holdings
80
Distinct positions
Period
2026-03-31
Filed 2026-04-15
Q/Q Activity
+4 / −1 / ↑21 / ↓12
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD STAR FDS$1.1M +8.1%
- VANGUARD INDEX FDS$920.3K +5.9%
- EXXON MOBIL CORP$220.7K +32.6%
- CAPITAL GRP FIXED INCM ETF T$203.3K +10.6%
- CAPITAL GRP FIXED INCM ETF T$132.0K +6.1%
Top Trims
- CAPITAL GROUP GROWTH ETF-$1.6M -5.8%
- MICROSOFT CORP-$690.9K -19.9%
- INTUIT-$658.9K -36.2%
- AMAZON COM INC-$99.7K -11.7%
- VISA INC-$77.2K -16.8%
New Positions
- MERCK & CO INC$282.8K
- CORNING INC$209.5K
- CHEVRON CORPORATION$208.9K
- CATERPILLAR INC$205.1K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | CAPITAL GROUP GROWTH ETF | CGGR | 14020G101 | $26.5M | 10.96% | 655,495 | SH |
| 2 | VANGUARD INDEX FDS | VOO | 922908363 | $24.3M | 10.05% | 40,265 | SH |
| 3 | CAPITAL GROUP CONSERVATIVE E | CGCV | 14020U100 | $23.7M | 9.80% | 793,969 | SH |
| 4 | VANGUARD INDEX FDS | VO | 922908629 | $17.5M | 7.22% | 60,187 | SH |
| 5 | VANGUARD INDEX FDS | VB | 922908751 | $16.4M | 6.81% | 62,145 | SH |
| 6 | CAPITAL GRP FIXED INCM ETF T | CGCP | 14020Y102 | $15.5M | 6.42% | 692,792 | SH |
| 7 | VANGUARD STAR FDS | VXUS | 921909768 | $14.8M | 6.11% | 190,612 | SH |
| 8 | VANGUARD BD INDEX FDS | BND | 921937835 | $14.6M | 6.04% | 198,536 | SH |
| 9 | CAPITAL GROUP INTL FOCUS EQT | CGXU | 14019W109 | $13.1M | 5.41% | 442,543 | SH |
| 10 | VANGUARD BD INDEX FDS | BSV | 921937827 | $10.7M | 4.44% | 137,258 | SH |
| 11 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $9.8M | 4.04% | 203,571 | SH |
| 12 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $9.4M | 3.87% | 173,785 | SH |
| 13 | CAPITAL GRP FIXED INCM ETF T | CGUI | 14020Y888 | $6.8M | 2.80% | 267,537 | SH |
| 14 | CAPITAL GROUP DIVIDEND VALUE | CGDV | 14020W106 | $3.9M | 1.60% | 90,607 | SH |
| 15 | MICROSOFT CORP | MSFT | 594918104 | $2.8M | 1.15% | 7,463 | SH |
| 16 | CAPITAL GRP FIXED INCM ETF T | CGMU | 14020Y201 | $2.3M | 0.95% | 84,470 | SH |
| 17 | CAPITAL GRP FIXED INCM ETF T | CGSM | 14020Y607 | $2.1M | 0.88% | 80,765 | SH |
| 18 | APPLE INC | AAPL | 037833100 | $1.8M | 0.74% | 6,962 | SH |
| 19 | ISHARES TR | IDEV | 46435G326 | $1.2M | 0.49% | 14,021 | SH |
| 20 | INTUIT | INTU | 461202103 | $1.2M | 0.48% | 2,749 | SH |
| 21 | VANGUARD WELLINGTON FD | VTES | 921935870 | $1.2M | 0.48% | 11,450 | SH |
| 22 | EXXON MOBIL CORP | XOM | 30231G102 | $898.3K | 0.37% | 5,590 | SH |
| 23 | ISHARES TR | IJH | 464287507 | $829.0K | 0.34% | 12,159 | SH |
| 24 | AMAZON COM INC | AMZN | 023135106 | $749.9K | 0.31% | 3,575 | SH |
| 25 | VANGUARD MUN BD FDS | VTEI | 922907738 | $740.3K | 0.31% | 7,394 | SH |
| 26 | VANGUARD MUN BD FDS | VTEB | 922907746 | $697.7K | 0.29% | 13,954 | SH |
| 27 | ALPHABET INC | GOOG | 02079K107 | $624.8K | 0.26% | 2,122 | SH |
| 28 | SPDR SERIES TRUST | SPYV | 78464A508 | $582.8K | 0.24% | 10,275 | SH |
| 29 | STARBUCKS CORP | SBUX | 855244109 | $575.7K | 0.24% | 6,370 | SH |
| 30 | VANGUARD WORLD FD | VSGX | 921910725 | $561.2K | 0.23% | 7,799 | SH |
| 31 | CAPITAL GROUP CORE EQUITY ET | CGUS | 14020V108 | $533.8K | 0.22% | 13,786 | SH |
| 32 | ISHARES TR | IJR | 464287804 | $518.5K | 0.21% | 4,134 | SH |
| 33 | JPMORGAN CHASE & CO | JPM | 46625H100 | $498.2K | 0.21% | 1,691 | SH |
| 34 | VANGUARD INDEX FDS | VTI | 922908769 | $498.0K | 0.21% | 1,538 | SH |
| 35 | JOHNSON & JOHNSON | JNJ | 478160104 | $492.4K | 0.20% | 2,026 | SH |
| 36 | ISHARES TR | XVV | 46436E569 | $479.1K | 0.20% | 9,634 | SH |
| 37 | VANGUARD ADMIRAL FDS INC | IVOO | 921932885 | $462.4K | 0.19% | 4,008 | SH |
| 38 | VANGUARD ADMIRAL FDS INC | VIOO | 921932828 | $455.5K | 0.19% | 3,929 | SH |
| 39 | ALPHABET INC | GOOGL | 02079K305 | $446.0K | 0.18% | 1,508 | SH |
| 40 | VANGUARD INTL EQUITY INDEX F | VSS | 922042718 | $408.8K | 0.17% | 2,787 | SH |
| 41 | VANGUARD WORLD FD | ESGV | 921910733 | $390.5K | 0.16% | 3,444 | SH |
| 42 | VISA INC | V | 92826C839 | $382.6K | 0.16% | 1,272 | SH |
| 43 | NVIDIA CORPORATION | NVDA | 67066G104 | $375.4K | 0.16% | 2,116 | SH |
| 44 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $362.5K | 0.15% | 5,608 | SH |
| 45 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $354.0K | 0.15% | 829 | SH |
| 46 | ISHARES TR | XJH | 46436E551 | $346.6K | 0.14% | 7,575 | SH |
| 47 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $346.3K | 0.14% | 766 | SH |
| 48 | ISHARES TR | IWV | 464287689 | $343.1K | 0.14% | 918 | SH |
| 49 | SPDR SERIES TRUST | SPAB | 78464A649 | $336.5K | 0.14% | 13,146 | SH |
| 50 | ALPS ETF TR | SMTH | 00162Q346 | $330.5K | 0.14% | 12,791 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-15 | $241.7M | 80 | 0002083677-26-000002 |
| 2025-12-31 | 2026-01-26 | $238.4M | 77 | 0002083677-26-000001 |