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Tribridge Partners Financial LLC

Tribridge Partners Financial LLC is an Investment Adviser institutional filer with the SEC under CIK 2083677, reporting 82 portfolio positions, with 10 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: MD
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-04

Top 10 portfolio positions

The largest reported holdings in Tribridge Partners Financial LLC's most recent 13F filing, ranked by reported market value.

  1. CAPITAL GROUP GROWTH ETF (CGGR)
  2. VANGUARD INDEX FDS (VOO)
  3. CAPITAL GROUP CONSERVATIVE E (CGCV)
  4. VANGUARD INDEX FDS (VO)
  5. VANGUARD INDEX FDS (VB)
  6. VANGUARD STAR FDS (VXUS)
  7. CAPITAL GRP FIXED INCM ETF T (CGCP)
  8. CAPITAL GROUP INTL FOCUS EQT (CGXU)
  9. VANGUARD BD INDEX FDS (BND)
  10. VANGUARD BD INDEX FDS (BSV)
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