StockDriftsStockDriftsTop 50 Thrive Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 24.37% | 869.1K | $189.4M | +0.86%(+7.42K) | $146.43(+55.37%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 23.65% | 5.43M | $183.8M | +2.12%(+112.81K) | $19.58(+81.89%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.13% | 32.6K | $24.3M | +0.44%(+142) | $427.16(+81.52%) | 2026-06-30 | |
| INTF | ISHARES TR | 2.68% | 509.3K | $20.9M | +48.84%(+167.10K) | $29.22(+48.14%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.16% | 58.1K | $16.8M | +1.94%(+1.10K) | $177.77(+71.78%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 2.15% | 193.9K | $16.7M | +0.42%(+818) | $46.73(+90.84%) | 2026-06-30 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 1.63% | 18.0K | $12.7M | +1.36%(+241) | $549.59(+30.15%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.46% | 16.6K | $11.4M | +0.43%(+71) | $378.75(+88.17%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 1.37% | 384.0K | $10.6M | +4.68%(+17.18K) | $18.95(+51.23%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 1.34% | 34.5K | $10.4M | +1.49%(+507) | $217.53(+41.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.30% | +65.54% | — | — | +51.95% |
| Top 20 Holdings Unweighted | +18.24% | +65.30% | — | — | +50.89% |
Thrive Wealth Management, LLC reports $787.14M in US-listed equity holdings across 254 positions in its most recent 13F filing. Its largest disclosed positions are VTV (24.4%), SCHG (23.6%) and SPY (3.1%). The top 20 holdings account for 73.99% of reported assets. Its disclosed equity book has returned +65.54% on a three-year cumulative basis. Figures reflect the Q2 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