StockDriftsStockDriftsTop 50 Tribridge Partners Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGGR | CAPITAL GROUP GROWTH ETF | 10.98% | 628.5K | $28.0M | -4.13%(-27.04K) | $38.62(+21.78%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 10.39% | 39.0K | $26.5M | -3.03%(-1.22K) | $551.91(+29.13%) | 2026-06-30 | |
| CGCV | CAPITAL GROUP CONSERVATIVE E | 10.17% | 783.4K | $25.9M | -1.33%(-10.55K) | $28.40(+19.39%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 7.38% | 232.4K | $18.8M | -3.48%(-8.38K) | $68.47(+23.16%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 7.08% | 60.8K | $18.1M | -2.12%(-1.32K) | $235.07(+31.22%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 6.09% | 185.5K | $15.5M | -2.70%(-5.15K) | $67.60(+30.37%) | 2026-06-30 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 5.92% | 685.3K | $15.1M | -1.08%(-7.48K) | $22.51(-2.33%) | 2026-06-30 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 5.59% | 429.1K | $14.3M | -3.03%(-13.43K) | $26.78(+31.60%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 5.56% | 195.9K | $14.2M | -1.35%(-2.68K) | $73.63(-1.87%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 4.14% | 136.2K | $10.6M | -0.78%(-1.07K) | $78.56(-1.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +12.79% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.71% |
Tribridge Partners Financial LLC reports $255.20M in US-listed equity holdings across 82 positions in its most recent 13F filing. Its largest disclosed positions are CGGR (11.0%), VOO (10.4%) and CGCV (10.2%). The top 20 holdings account for 89.94% of reported assets. Its disclosed equity book has returned +12.79% cumulatively over 4 quarters. 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 Tribridge Partners Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2083677). View Tribridge Partners Financial LLC’s 13F filings on SEC