Tribridge Partners Financial LLC

Est. AUM

$241.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$26.5M	655495	10.99%	SOLE
2	VANGUARD INDEX FDS	S&P 500 ETF SHS	$24.3M	40265	10.08%	SOLE
3	CAPITAL GROUP CONSERVATIVE E	SHS	$23.7M	793969	9.83%	SOLE
4	VANGUARD INDEX FDS	MID CAP ETF	$17.5M	60187	7.24%	SOLE
5	VANGUARD INDEX FDS	SMALL CP ETF	$16.4M	62145	6.83%	SOLE
6	CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$15.5M	692792	6.44%	SOLE
7	VANGUARD STAR FDS	VG TL INTL STK F	$14.8M	190612	6.13%	SOLE
8	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$14.6M	198536	6.06%	SOLE
9	CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$13.1M	442543	5.43%	SOLE
10	VANGUARD BD INDEX FDS	SHORT TRM BOND	$10.7M	137258	4.46%	SOLE
11	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$9.8M	203571	4.05%	SOLE
12	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$9.4M	173785	3.88%	SOLE
13	CAPITAL GRP FIXED INCM ETF T	ULTRA SHORT INCO	$6.8M	267537	2.81%	SOLE
14	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$3.9M	90607	1.60%	SOLE
15	MICROSOFT CORP	COM	$2.8M	7463	1.16%	SOLE
16	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$2.3M	84470	0.95%	SOLE
17	CAPITAL GRP FIXED INCM ETF T	SHORT DURATION M	$2.1M	80765	0.88%	SOLE
18	APPLE INC	COM	$1.8M	6962	0.74%	SOLE
19	ISHARES TR	CORE MSCI INTL	$1.2M	14021	0.49%	SOLE
20	INTUIT	COM	$1.2M	2749	0.48%	SOLE
21	VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$1.2M	11450	0.48%	SOLE
22	EXXON MOBIL CORP	COM	$898K	5590	0.37%	SOLE
23	ISHARES TR	CORE S&P MCP ETF	$829K	12159	0.34%	SOLE
24	AMAZON COM INC	COM	$749K	3575	0.31%	SOLE
25	VANGUARD MUN BD FDS	INTERMEDIATE TRM	$740K	7394	0.31%	SOLE
26	VANGUARD MUN BD FDS	TAX EXEMPT BD	$697K	13954	0.29%	SOLE
27	ALPHABET INC	CAP STK CL C	$624K	2122	0.26%	SOLE
28	SPDR SERIES TRUST	STATE STREET SPD	$582K	10275	0.24%	SOLE
29	STARBUCKS CORP	COM	$575K	6370	0.24%	SOLE
30	VANGUARD WORLD FD	ESG INTL STK ETF	$561K	7799	0.23%	SOLE
31	CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$533K	13786	0.22%	SOLE
32	ISHARES TR	CORE S&P SCP ETF	$518K	4134	0.21%	SOLE
33	VANGUARD INDEX FDS	TOTAL STK MKT	$498K	1538	0.21%	SOLE
34	JPMORGAN CHASE & CO	COM	$498K	1691	0.21%	SOLE
35	JOHNSON & JOHNSON	COM	$492K	2026	0.20%	SOLE
36	ISHARES TR	ESG SELECT SCRE	$479K	9634	0.20%	SOLE
37	VANGUARD ADMIRAL FDS INC	MIDCP 400 IDX	$462K	4008	0.19%	SOLE
38	VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$455K	3929	0.19%	SOLE
39	ALPHABET INC	CAP STK CL A	$446K	1508	0.19%	SOLE
40	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$408K	2787	0.17%	SOLE
41	VANGUARD WORLD FD	ESG US STK ETF	$390K	3444	0.16%	SOLE
42	VISA INC	COM CL A	$382K	1272	0.16%	SOLE
43	NVIDIA CORPORATION	COM	$375K	2116	0.16%	SOLE
44	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$362K	5608	0.15%	SOLE
45	TRANE TECHNOLOGIES PLC	SHS	$354K	829	0.15%	SOLE
46	ISHARES TR	RUSSELL 3000 ETF	$343K	918	0.14%	SOLE
47	SPDR SERIES TRUST	STATE STREET SPD	$336K	13146	0.14%	SOLE
48	ALPS ETF TR	SMITH CORE PLUS	$330K	12791	0.14%	SOLE
49	WALMART INC	COM	$326K	2594	0.14%	SOLE
50	VANGUARD WORLD FD	ESG US CORP BD	$325K	5178	0.13%	SOLE

1–50 of 78

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.