Arkolith/Funds/Thrive Wealth Management, LLC

Thrive Wealth Management, LLC

CIK 1847610Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 7, 2026·~7-day 13F lag·13F-HR
Active Filer

Thrive Wealth Management, LLC holds a focused book of 254 reported positions worth $777.1M as of Q2 2026 (disclosed Jul 7, 2026, a ~7-day 13F lag). This quarter they opened Snowflake Inc and trimmed Vanguard Russell 1000. Their largest long position is Vanguard Value ETF at 24% of the reported non-option book. They also disclosed $4.4M in put options (a bearish bet) and $5.7M in call options (bullish), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2024 would be +35% (+16.6%/yr). That is a simulation of the disclosed long book, not audited returns.

Thrive Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+34.6%
+16.6%/yr · since Oct '24
Their reported book
+25.5%
held from quarter-end
S&P 500
+36.1%
same window
$9K$10K$11K$13K$14KOct '24Feb '25Jul '25Dec '25Apr '26Sep '26
Thrive Wealth Management, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 9.1 points over this window.

Growth of $10,000 cloning Thrive Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~7 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.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
56%
Top 10 holdings
64%
Top 20 holdings
74%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

23% mapped to company sectors

ETFs / funds
52%
No sector on file yet
25%
Information Technology
10%
Financials
4%
Industrials
3%
Health Care
2%
Consumer Discretionary
2%
Materials
1%

+5 sectors below the cut, 2% together

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Thrive Wealth Management, LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Donor Advised Charitable Giving, Inc.11 / 80$4.4B
Swiss Re Ltd39 / 80$1.0B
PPS&V Asset Management Consultants, Inc.22 / 80$175.5M
Prospect Hill Management, LLC9 / 80$240.2M
Kearns & Associates LLC20 / 80$197.9M
New World Advisors LLC44 / 80$542.7M
Vestwell Advisors, LLC8 / 80$381.2M

Ranked by the share of each fund's own book sitting in the names it shares with Thrive Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

254 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
VALUE ETF
$189.4M869.1K
24.4%
+0.9%
Added · +7K sh
2Schwab Strategic TR
US LCAP GR ETF
$183.8M5.43M
23.6%
+2.1%
Added · +113K sh
3State STR SPDR S&P 500 ETF T
TR UNIT
$24.3M32.6K
3.1%
+0.4%
Added · +142 sh
4Ishares TR
INTL EQTY FACTOR
$20.9M509.3K
2.7%
+49%
Added · +167K sh
5Apple Inc
COM
$16.8M58.1K
2.2%
+1.9%
Added · +1K sh
6Vanguard Index FDS
GROWTH ETF
$16.7M193.9K
2.1%
+503%
Added · +162K sh
7State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$12.7M18.0K
1.6%
+1.4%
Added · +241 sh
8Vanguard Index FDS
S&P 500 ETF SHS
$11.4M16.6K
1.5%
+0.4%
Added · +71 sh
9Schwab Strategic TR
INTL EQTY ETF
$10.6M384.0K
1.4%
+4.7%
Added · +17K sh
10Vanguard Index FDS
SMALL CP ETF
$10.4M34.5K
1.3%
+1.5%
Added · +507 sh
11Vanguard Scottsdale FDS
VNG RUS1000IDX
$10.4M30.6K
1.3%
−1.8%
Reduced · −577 sh
12Schwab Strategic TR
US LCAP VA ETF
$10.2M294.5K
1.3%
+2.1%
Added · +6K sh
13Alphabet Inc
CAP STK CL C
$9.2M26.0K
1.2%
−4.7%
Reduced · −1K sh
14Nvidia Corporation
COM
$8.5M42.3K
1.1%
−1.4%
Reduced · −622 sh
15Vanguard Index FDS
TOTAL STK MKT
$7.5M20.3K
1.0%
+2.7%
Added · +542 sh
16Microsoft Corp
COM
$7.4M19.8K
1.0%
+0.5%
Added · +104 sh
17Sei Invts Co
COM
$6.5M73.9K
0.8%
−3.7%
Reduced · −3K sh
18Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$6.2M104.5K
0.8%
−0.6%
Reduced · −679 sh
19Amazon Com Inc
COM
$6.2M26.1K
0.8%
+3.3%
Added · +839 sh
20Schwab Strategic TR
US LRG CAP ETF
$6.1M206.4K
0.8%
−0.6%
Reduced · −1K sh
21Johnson & Johnson
COM
$5.7M22.5K
0.7%
−1.5%
Reduced · −351 sh
22Ishares TR
NATIONAL MUN ETF
$5.2M48.0K
0.7%
+24%
Added · +9K sh
23Alphabet Inc
CAP STK CL A
$5.1M14.2K
0.7%
+1.3%
Added · +180 sh
24Ishares TR
CORE S&P500 ETF
$5.0M6.6K
0.6%
+1.1%
Added · +74 sh
25Ishares TR
MSCI EAFE ETF
$4.6M44.5K
0.6%
+6.4%
Added · +3K sh
26Ishares TR
MSCI INTL QUALTY
$4.5M91.0K
0.6%
+0.3%
Added · +232 sh
27Schwab Strategic TR
US BRD MKT ETF
$3.9M135.7K
0.5%
+2.9%
Added · +4K sh
28Capital Grp Fixed Incm ETF T
MUN INM ETF
$3.5M129.1K
0.5%
+4.4%
Added · +5K sh
29Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$3.2M44.9K
0.4%
+1.1%
Added · +486 sh
30Berkshire Hathaway Inc Del
CL B NEW
$3.2M6.4K
0.4%
−2.4%
Reduced · −154 sh
31Ishares Inc
CORE MSCI EMKT
$3.0M36.6K
0.4%
+1.6%
Added · +579 sh
32Ishares TR
MSCI USA QLT FCT
$3.0M13.6K
0.4%
−1.6%
Reduced · −220 sh
33Loar Holdings Inc
COM SHS
$2.9M35.8K
0.4%
−0.7%
Reduced · −244 sh
34Visa Inc
COM CL A
$2.8M8.2K
0.4%
−1.0%
Reduced · −81 sh
35Ishares TR
RUS 1000 GRW ETF
$2.5M20.2K
0.3%
+459%
Added · +17K sh
36Ishares TR
CORE S&P SCP ETF
$2.5M16.9K
0.3%
+1.6%
Added · +258 sh
37Broadcom Inc
COM
$2.5M6.6K
0.3%
+3.1%
Added · +198 sh
38JPMorgan Chase & Co
COM
$2.4M7.5K
0.3%
~0%
Added · +1 sh
39Tesla Inc
COM
$2.4M5.8K
0.3%
+3.4%
Added · +188 sh
40International Business Machs
COM
$2.4M8.4K
0.3%
−1.1%
Reduced · −91 sh
41Merck & Co Inc
COM
$2.3M18.1K
0.3%
+2.5%
Added · +445 sh
42Snowflake Inc
COM SHS
$2.3M9.0K
0.3%
New
New position
43Caterpillar Inc
COM
$2.3M2.1K
0.3%
−0.9%
Reduced · −19 sh
44Hartford FDS Exchange Traded
MUN OPORTUNITE
$2.2M55.6K
0.3%
+27%
Added · +12K sh
45Procter & Gamble Co
COM
$1.9M13.3K
0.3%
−0.6%
Reduced · −76 sh
46Schwab Strategic TR
US DIVIDEND EQ
$1.9M59.8K
0.2%
+13%
Added · +7K sh
47Cisco Sys Inc
COM
$1.9M15.8K
0.2%
−5.2%
Reduced · −856 sh
48Meta Platforms Inc
CL A
$1.8M3.3K
0.2%
−7.1%
Reduced · −251 sh
49Mastercard Incorporated
CL A
$1.8M3.6K
0.2%
+5.5%
Added · +184 sh
50SPDR Series Trust
ST NUVE HIGH ETF
$1.8M71.2K
0.2%
+2.4%
Added · +2K sh
Showing 50 of 254 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$4.4M
Call notional (bullish)$5.7M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishSS SPDR S&P 500 ETF TRUST-USSPY$5.5M7K
PUT · bearishAPPLE INCAAPL$2.1M7K
PUT · bearishSNOWFLAKE INCSNOW$1.5M6K
PUT · bearishNVIDIA CORPNVDA$760K4K
CALL · bullishSERVICENOW INCNOW$109K1K
CALL · bullishONDAS INCONDS$16K2K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the non-option book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

$787.1M · Q2 2026Q3 2024 · $545.0MQ2 2026 · $787.1M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 7, 20267d260$787.1M13F-HR
Q1 2026Mar 31, 2026Apr 9, 20269d231$670.9M13F-HR
Q4 2025Dec 31, 2025Jan 12, 202612d238$680.7M13F-HR
Q3 2025Sep 30, 2025Oct 7, 20257d240$663.0M13F-HR
Q2 2025Jun 30, 2025Jul 9, 20259d229$619.3M13F-HR
Q1 2025Mar 31, 2025Apr 10, 202510d219$523.3M13F-HR
Q4 2024Dec 31, 2024Jan 16, 202516d196$556.1M13F-HR
Q3 2024Sep 30, 2024Oct 4, 20244d214$545.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.