Thrive Capital Management, LLC holds a diversified book of 170 stocks worth $530.5M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Progressive Corp and trimmed Vanguard Ftse Developed ETF. Their largest long position is Invesco QQQ Trust Series 1 at 5% of the equity book. Cloning the disclosed picks since 2024 would be +26% (+14.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1845943/holdings"
Use Arkolith to show Thrive Capital Management, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Thrive Capital Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
50% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Thrive Capital Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $423.9B |
| JPMORGAN CHASE & CO | 80 / 80 | $382.1B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $116.0B |
| UBS Group AG | 80 / 80 | $111.8B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $58.8B |
| LPL Financial LLC | 80 / 80 | $56.8B |
| Cetera Investment Advisers | 80 / 80 | $17.1B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $13.4B |
Ranked by how many of Thrive Capital Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco QQQ TR UNIT SER 1 | $28.8M | 39.1K | 5.4% | ▲+51% Added · +13K sh | |
| 2 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $15.8M | 221.3K | 3.0% | ▼−3.0% Reduced · −7K sh | |
| 3 | Vanguard Index FDS GROWTH ETF | $15.0M | 173.8K | 2.8% | ▲+698% Added · +152K sh | |
| 4 | Vanguard Index FDS S&P 500 ETF SHS | $14.5M | 21.1K | 2.7% | ▲+38% Added · +6K sh | |
| 5 | Vanguard Index FDS VALUE ETF | $13.8M | 63.2K | 2.6% | ▲+20% Added · +10K sh | |
| 6 | Vanguard Index FDS SML CP GRW ETF | $13.0M | 35.5K | 2.5% | ▲+25% Added · +7K sh | |
| 7 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $12.4M | 207.9K | 2.3% | ▼−5.5% Reduced · −12K sh | |
| 8 | Vanguard Index FDS SM CP VAL ETF | $10.0M | 41.2K | 1.9% | ▲+8.4% Added · +3K sh | |
| 9 | Global X FDS NASDAQ 100 COVER | $9.5M | 513.7K | 1.8% | ▲+32% Added · +124K sh | |
| 10 | Vanguard Index FDS MCAP VL IDXVIP | $9.2M | 46.7K | 1.7% | ▲+6.0% Added · +3K sh | |
| 11 | Global X FDS RUSSELL 2000 | $8.1M | 505.5K | 1.5% | ▲+7.4% Added · +35K sh | |
| 12 | Global X FDS S&P 500 COVERED | $7.6M | 185.8K | 1.4% | ▲+28% Added · +41K sh | |
| 13 | Advanced Micro Devices Inc COM | $7.4M | 12.7K | 1.4% | ▲+180% Added · +8K sh | |
| 14 | Nvidia Corporation COM | $6.9M | 34.5K | 1.3% | ▼−1.1% Reduced · −402 sh | |
| 15 | Johnson & Johnson COM | $6.7M | 26.4K | 1.3% | ▲+15% Added · +3K sh | |
| 16 | Amplify ETF TR CEF HIGH INCOME | $6.5M | 562.5K | 1.2% | ▲+4.2% Added · +23K sh | |
| 17 | Micron Technology Inc COM | $5.8M | 5.0K | 1.1% | ▼−47% Reduced · −5K sh | |
| 18 | Vanguard Index FDS REAL ESTATE ETF | $5.7M | 58.7K | 1.1% | ▲+21% Added · +10K sh | |
| 19 | Merck & Co Inc COM | $5.5M | 42.8K | 1.0% | ▲+4.4% Added · +2K sh | |
| 20 | Eli Lilly & Co COM | $5.2M | 4.4K | 1.0% | ▲+11% Added · +445 sh | |
| 21 | Alphabet Inc CAP STK CL A | $5.1M | 14.2K | 1.0% | ▼−4.4% Reduced · −659 sh | |
| 22 | Flex Ltd ORD | $5.1M | 31.3K | 1.0% | ▼−47% Reduced · −28K sh | |
| 23 | Microsoft Corp COM | $5.0M | 13.5K | 0.9% | ▲+1.4% Added · +188 sh | |
| 24 | Kimberly-Clark Corp COM | $5.0M | 45.7K | 0.9% | ▲+11% Added · +4K sh | |
| 25 | Altria Group Inc COM | $5.0M | 69.4K | 0.9% | ▼−0.1% Reduced · −93 sh | |
| 26 | Halozyme Therapeutics Inc COM | $5.0M | 63.4K | 0.9% | ▲+23% Added · +12K sh | |
| 27 | Smith A O Corp COM | $4.9M | 78.8K | 0.9% | ▲+36% Added · +21K sh | |
| 28 | Procter & Gamble Co COM | $4.9M | 33.6K | 0.9% | ▲+14% Added · +4K sh | |
| 29 | Price T Rowe Group Inc COM | $4.9M | 43.2K | 0.9% | ▼−9.6% Reduced · −5K sh | |
| 30 | Progressive Corp COM | $4.9M | 22.4K | 0.9% | ▲New New position | |
| 31 | Visa Inc COM CL A | $4.9M | 14.2K | 0.9% | ▲12× Added · +13K sh | |
| 32 | First TR Exchange-Traded FD FT VEST GOLD | $4.9M | 230.8K | 0.9% | ▼−18% Reduced · −51K sh | |
| 33 | J P Morgan Exchange Traded F EQUITY PREMIUM | $4.9M | 86.0K | 0.9% | ▼−19% Reduced · −20K sh | |
| 34 | Illinois Tool WKS Inc COM | $4.9M | 17.9K | 0.9% | ▲+14% Added · +2K sh | |
| 35 | Snap On Inc COM | $4.9M | 12.1K | 0.9% | ▲+1.7% Added · +202 sh | |
| 36 | Merit Med Sys Inc COM | $4.8M | 69.3K | 0.9% | ▲+44% Added · +21K sh | |
| 37 | Tenet Healthcare Corp COM NEW | $4.8M | 25.7K | 0.9% | ▲+59% Added · +10K sh | |
| 38 | Exelixis Inc COM | $4.8M | 87.7K | 0.9% | ▼−1.2% Reduced · −1K sh | |
| 39 | Broadcom Inc COM | $4.7M | 12.5K | 0.9% | ▼−11% Reduced · −2K sh | |
| 40 | Colgate Palmolive Co COM | $4.7M | 51.2K | 0.9% | ▲+9.8% Added · +5K sh | |
| 41 | Ralph Lauren Corp CL A | $4.7M | 11.7K | 0.9% | ▲+11% Added · +1K sh | |
| 42 | Neurocrine Biosciences Inc COM | $4.6M | 27.4K | 0.9% | ▼−1.6% Reduced · −439 sh | |
| 43 | Avery Dennison Corp COM | $4.6M | 28.3K | 0.9% | ▲+22% Added · +5K sh | |
| 44 | Meta Platforms Inc CL A | $4.6M | 8.1K | 0.9% | ▲+494% Added · +7K sh | |
| 45 | Elanco Animal Health Inc COM | $4.6M | 186.3K | 0.9% | ▲+30% Added · +43K sh | |
| 46 | Apple Inc COM | $4.6M | 15.8K | 0.9% | ▼−10% Reduced · −2K sh | |
| 47 | General Mills Inc COM | $4.6M | 131.4K | 0.9% | ▲+31% Added · +31K sh | |
| 48 | Kraft Heinz Co COM | $4.5M | 191.3K | 0.9% | ▲+3.0% Added · +6K sh | |
| 49 | Comcast Corp New CL A | $4.5M | 183.4K | 0.8% | ▲+25% Added · +37K sh | |
| 50 | Insulet Corp COM | $4.5M | 29.3K | 0.8% | ▲+97% Added · +14K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 5, 2026 | 170 | $530.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 169 | $456.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 174 | $449.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 171 | $387.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 169 | $319.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 114 | $167.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 96 | $218.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 177 | $212.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.