StockDriftsStockDriftsTop 50 Thrive Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 24.66% | 5.45M | $195.8M | +0.36%(+19.38K) | $19.64(+81.18%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 23.25% | 854.5K | $184.6M | -1.68%(-14.61K) | $146.43(+51.75%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.08% | 32.1K | $24.5M | -1.38%(-450) | $427.16(+79.44%) | 2026-09-30 | |
| INTF | ISHARES TR | 2.58% | 493.2K | $20.5M | -3.14%(-16.01K) | $29.22(+41.09%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.44% | 58.3K | $19.4M | +0.35%(+205) | $178.24(+92.40%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 2.25% | 198.6K | $17.9M | +2.43%(+4.71K) | $47.71(+86.15%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 1.5% | 17.0K | $11.9M | +2.81%(+465) | $387.35(+81.90%) | 2026-09-30 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 1.41% | 17.0K | $11.2M | -5.46%(-982) | $549.59(+20.16%) | 2026-09-30 | |
| SCHF | SCHWAB STRATEGIC TR | 1.36% | 394.0K | $10.8M | +2.59%(+9.96K) | $19.17(+40.40%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 1.34% | 46.8K | $10.7M | +10.44%(+4.42K) | $68.13(+218.66%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.62% | +75.49% | — | — | +56.55% |
| Top 20 Holdings Unweighted | +21.09% | +77.57% | — | — | +57.40% |
Thrive Wealth Management LLC reports $805.10M in US-listed equity holdings across 256 positions in its most recent 13F filing. Its largest disclosed positions are SCHG (24.7%), VTV (23.3%) and SPY (3.1%). The top 20 holdings account for 74.46% of reported assets. Its disclosed equity book has returned +75.49% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Thrive Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1847610). View Thrive Wealth Management LLC’s 13F filings on SEC