Q2 2026 13F · SEC CIK 2083677

Tribridge Partners Financial LLC

Institutional asset managerFiled 2026-08-04 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $255.2M
Reported positions: 82
Holdings vs S&P 500, 3 yrs: —
Assets under management: $1.6B

Tribridge Partners Financial LLC is an institutional asset manager that reported 82 positions worth $255.2M in its Q2 2026 13F, filed 2026-08-04. Its largest holdings were Capital Group Growth ETF (CGGR, 11.0%), Vanguard Index Fds (VOO, 10.4%), Capital Group Conservative E (CGCV, 10.2%).

Tribridge Partners Financial LLC holdings largest 50 of 82 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Tribridge Partners Financial LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
CGGRCapital Group Growth ETF	11.0%	11.0%	628,455	-4.1%	$28.0M
VOOVanguard Index Fds	10.4%	10.0%	39,046	-3.0%	$26.5M
CGCVCapital Group Conservative E	10.2%	9.8%	783,414	-1.3%	$25.9M
VOVanguard Index Fds	7.4%	7.2%	232,373	+286.1%	$18.8M
VBVanguard Index Fds	7.1%	6.8%	60,827	-2.1%	$18.1M
VXUSVanguard Star Fds	6.1%	6.1%	185,459	-2.7%	$15.5M
CGCPCapital Grp Fixed Incm ETF T	5.9%	6.4%	685,314	-1.1%	$15.1M
CGXUCapital Group Intl Focus Eqt	5.6%	5.4%	429,116	-3.0%	$14.3M
BNDVanguard Bd Index Fds	5.6%	6.0%	195,853	-1.4%	$14.2M
BSVVanguard Bd Index Fds	4.1%	4.4%	136,183	-0.8%	$10.6M
BNDXVanguard Charlotte Fds	3.9%	4.0%	206,747	+1.6%	$9.9M
VWOVanguard Intl Equity Index F	3.9%	3.9%	169,415	-2.5%	$9.9M
CGUICapital Grp Fixed Incm ETF T	2.6%	2.8%	263,072	-1.7%	$6.7M
CGDVCapital Group Dividend Value	1.5%	1.6%	76,305	-15.8%	$3.7M
MSFTMicrosoft Corp	1.1%	1.2%	7,313	-2.0%	$2.8M
CGMUCapital Grp Fixed Incm ETF T	0.9%	1.0%	87,895	+4.1%	$2.4M
AAPLApple Inc	0.9%	0.7%	6,847	-1.7%	$2.3M
CGSMCapital Grp Fixed Incm ETF T	0.9%	0.9%	84,571	+4.7%	$2.2M
VTESVanguard Wellington Fd	0.5%	0.5%	12,856	+12.3%	$1.3M
IDEVIshares Tr	0.5%	0.5%	14,021	+0.0%	$1.3M
VUSBVanguard Bd Index Fds	0.4%	—	21,126	—	$1.0M
IJHIshares Tr	0.4%	0.3%	12,359	+1.6%	$939K
IVVIshares Tr	0.3%	—	1,129	—	$838K
INTUIntuit	0.3%	0.5%	2,749	+0.0%	$835K
VTEIVanguard Mun Bd Fds	0.3%	0.3%	8,268	+11.8%	$821K
AMZNAmazon Com Inc	0.3%	0.3%	3,454	-3.4%	$799K
VTEBVanguard Mun Bd Fds	0.3%	0.3%	15,594	+11.8%	$775K
SBUXStarbucks Corp	0.3%	0.2%	6,370	+0.0%	$660K
GOOGAlphabet Inc	0.2%	0.3%	1,933	-8.9%	$631K
SPYVState Street Spdr Portfolio S&p 500 Valu	0.2%	0.2%	10,055	-2.1%	$626K
VSGXVanguard World Fd	0.2%	0.2%	7,822	+0.3%	$622K
CGUSCapital Group Core Equity Et	0.2%	0.2%	13,786	+0.0%	$604K
IJRIshares Tr	0.2%	0.2%	4,134	+0.0%	$602K
JPMJpmorgan Chase & Co	0.2%	0.2%	1,618	-4.3%	$576K
VVisa Inc	0.2%	0.2%	1,542	+21.2%	$559K
XVVIshares Tr	0.2%	0.2%	9,681	+0.5%	$546K
VIOOVanguard Admiral Fds Inc	0.2%	0.2%	3,922	-0.2%	$529K
IVOOVanguard Admiral Fds Inc	0.2%	0.2%	4,000	-0.2%	$514K
JNJJohnson & Johnson	0.2%	0.2%	1,922	-5.1%	$511K
GOOGLAlphabet Inc	0.2%	0.2%	1,508	+0.0%	$492K
ESGVVanguard World Fd	0.2%	0.2%	3,451	+0.2%	$450K
VTIVanguard Index Fds	0.2%	0.2%	1,221	-20.6%	$446K
VSSVanguard Intl Equity Index F	0.2%	0.2%	2,787	+0.0%	$421K
NVDANvidia Corporation	0.2%	0.2%	2,077	-1.8%	$408K
TTTrane Technologies PLC	0.2%	0.1%	829	+0.0%	$401K
XJHIshares Tr	0.1%	0.1%	7,449	-1.7%	$384K
VEAVanguard Ftse Developed Markets Index Fu	0.1%	0.1%	5,255	-6.3%	$368K
SPABSpdr Series Trust	0.1%	0.1%	13,146	+0.0%	$331K
CSCOCisco Sys Inc	0.1%	—	2,869	—	$329K
SMTHALPS/Smith Core Plus, Bond. Exchange	0.1%	0.1%	12,791	+0.0%	$324K

What Tribridge Partners Financial LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VO Vanguard Index Fds+286.1% shares
V Visa Inc+21.2% shares
VTES Vanguard Wellington Fd+12.3% shares
VTEI Vanguard Mun Bd Fds+11.8% shares
VTEB Vanguard Mun Bd Fds+11.8% shares

Reduced

VTI Vanguard Index Fds-20.6% shares
CGDV Capital Group Dividend Value-15.8% shares
GOOG Alphabet Inc-8.9% shares
VEA Vanguard Ftse Developed Markets Index Fu-6.3% shares
JNJ Johnson & Johnson-5.1% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.3% /yr; S&P 500 +22.0%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$255.2M	82
Q1 2026	$241.7M	80
Q4 2025	$238.4M	77
Q3 2025	$217.7M	71
Q2 2025	$170.4M	60

Questions about Tribridge Partners Financial LLC's portfolio

What stocks does Tribridge Partners Financial LLC own?

Tribridge Partners Financial LLC's latest 13F, for Q2 2026 and filed Aug 4, 2026, lists 82 positions worth $255.2M. The largest are Capital Group Growth ETF (CGGR) at 11.0%, Vanguard Index Fds (VOO) at 10.4%, Capital Group Conservative E (CGCV) at 10.2%, Vanguard Index Fds (VO) at 7.4% and Vanguard Index Fds (VB) at 7.1%.

What did Tribridge Partners Financial LLC buy last quarter?

In Q2 2026, Tribridge Partners Financial LLC added Vanguard Index Fds (VO) (+286.1% shares), Visa Inc (V) (+21.2% shares) and Vanguard Wellington Fd (VTES) (+12.3% shares), compared with its Q1 2026 filing.

What did Tribridge Partners Financial LLC sell last quarter?

In Q2 2026, Tribridge Partners Financial LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Intuitive Surgical Inc (ISRG), cut from its top 50 Ishares Tr (IWV), Vanguard Index Fds (VTI) (-20.6% shares), Capital Group Dividend Value (CGDV) (-15.8% shares) and Alphabet Inc (GOOG) (-8.9% shares), compared with its Q1 2026 filing.

When is Tribridge Partners Financial LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Tribridge Partners Financial LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Tribridge Partners Financial LLC manage?

Tribridge Partners Financial LLC reported $1.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $255.2M.