Tribridge Partners Financial LLC holds a focused book of 82 stocks worth $255.2M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Vanguard Ultra Short Bond Et and trimmed Cap Group Growth Equity. Their largest long position is Cap Group Growth Equity at 11% of the equity book. Cloning the disclosed picks since 2025 would be +11% (+11.4%/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/2083677/holdings"
Use Arkolith to show Tribridge Partners Financial LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +12.2%, a 1.6-point gap that is the cost of the ~35-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Tribridge Partners Financial LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 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: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
6% 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 Tribridge Partners Financial LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $100.2B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $96.9B |
| LPL Financial LLC | 79 / 80 | $84.9B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $20.2B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $17.3B |
| ROYAL BANK OF CANADA | 78 / 80 | $141.4B |
| Cetera Investment Advisers | 78 / 80 | $25.2B |
| MORGAN STANLEY | 77 / 80 | $490.4B |
Ranked by how many of Tribridge Partners Financial 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 | Capital Group Growth ETF SHS CREAT UNIT | $28.0M | 628.5K | 11.0% | ▼−4.1% Reduced · −27K sh | |
| 2 | Vanguard Index FDS S&P 500 ETF SHS | $26.5M | 39.0K | 10.4% | ▼−3.0% Reduced · −1K sh | |
| 3 | Capital Group Conservative E SHS | $25.9M | 783.4K | 10.2% | ▼−1.3% Reduced · −11K sh | |
| 4 | Vanguard Index FDS MID CAP ETF | $18.8M | 232.4K | 7.4% | ▲+286% Added · +172K sh | |
| 5 | Vanguard Index FDS SMALL CP ETF | $18.1M | 60.8K | 7.1% | ▼−2.1% Reduced · −1K sh | |
| 6 | Vanguard Star FDS VG TL INTL STK F | $15.5M | 185.5K | 6.1% | ▼−2.7% Reduced · −5K sh | |
| 7 | Capital Grp Fixed Incm ETF T CORE PLUS INCM | $15.1M | 685.3K | 5.9% | ▼−1.1% Reduced · −7K sh | |
| 8 | Capital Group Intl Focus Eqt SHS CREAT UNIT | $14.3M | 429.1K | 5.6% | ▼−3.0% Reduced · −13K sh | |
| 9 | Vanguard BD Index FDS TOTAL BND MRKT | $14.2M | 195.9K | 5.6% | ▼−1.4% Reduced · −3K sh | |
| 10 | Vanguard BD Index FDS SHORT TRM BOND | $10.6M | 136.2K | 4.1% | ▼−0.8% Reduced · −1K sh | |
| 11 | Vanguard Charlotte FDS TOTAL INT BD ETF | $9.9M | 206.7K | 3.9% | ▲+1.6% Added · +3K sh | |
| 12 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $9.9M | 169.4K | 3.9% | ▼−2.5% Reduced · −4K sh | |
| 13 | Capital Grp Fixed Incm ETF T ULTRA SHORT ETF | $6.7M | 263.1K | 2.6% | ▼−1.7% Reduced · −4K sh | |
| 14 | Capital Group Dividend Value SHS CREAT UNIT | $3.7M | 76.3K | 1.5% | ▼−16% Reduced · −14K sh | |
| 15 | Microsoft Corp COM | $2.8M | 7.3K | 1.1% | ▼−2.0% Reduced · −150 sh | |
| 16 | Capital Grp Fixed Incm ETF T MUN INM ETF | $2.4M | 87.9K | 0.9% | ▲+4.0% Added · +3K sh | |
| 17 | Apple Inc COM | $2.3M | 6.8K | 0.9% | ▼−1.6% Reduced · −115 sh | |
| 18 | Capital Grp Fixed Incm ETF T SHOR DUR MUN ETF | $2.2M | 84.6K | 0.9% | ▲+4.7% Added · +4K sh | |
| 19 | Vanguard Wellington FD SHORT TRM TAX EX | $1.3M | 12.9K | 0.5% | ▲+12% Added · +1K sh | |
| 20 | Ishares TR CORE MSCI INTL | $1.3M | 14.0K | 0.5% | —Held | |
| 21 | Vanguard BD Index FDS VANGUARD ULTRA | $1.0M | 21.1K | 0.4% | ▲New New position | |
| 22 | Ishares TR CORE S&P MCP ETF | $939K | 12.4K | 0.4% | ▲+1.6% Added · +200 sh | |
| 23 | Ishares TR CORE S&P500 ETF | $838K | 1.1K | 0.3% | ▲+136% Added · +650 sh | |
| 24 | Intuit COM | $835K | 2.7K | 0.3% | —Held | |
| 25 | Vanguard Mun BD FDS INTERMEDIATE TRM | $821K | 8.3K | 0.3% | ▲+12% Added · +874 sh | |
| 26 | Amazon Com Inc COM | $799K | 3.5K | 0.3% | ▼−3.4% Reduced · −121 sh | |
| 27 | Vanguard Mun BD FDS TAX EXEMPT BD | $775K | 15.6K | 0.3% | ▲+12% Added · +2K sh | |
| 28 | Starbucks Corp COM | $660K | 6.4K | 0.3% | —Held | |
| 29 | Alphabet Inc CAP STK CL C | $631K | 1.9K | 0.2% | ▼−8.9% Reduced · −189 sh | |
| 30 | SPDR Series Trust ST STR P500VAL | $626K | 10.1K | 0.2% | ▼−2.1% Reduced · −220 sh | |
| 31 | Vanguard World FD ESG INTL STK ETF | $622K | 7.8K | 0.2% | ▲+0.3% Added · +23 sh | |
| 32 | Capital Group Core Equity Et SHS CREAT UNIT | $604K | 13.8K | 0.2% | —Held | |
| 33 | Ishares TR CORE S&P SCP ETF | $602K | 4.1K | 0.2% | —Held | |
| 34 | JPMorgan Chase & Co COM | $576K | 1.6K | 0.2% | ▼−4.3% Reduced · −73 sh | |
| 35 | Visa Inc COM CL A | $559K | 1.5K | 0.2% | ▲+21% Added · +270 sh | |
| 36 | Ishares TR ESG SELECT SCRE | $546K | 9.7K | 0.2% | ▲+0.5% Added · +47 sh | |
| 37 | Vanguard Admiral FDS Inc SMLLCP 600 IDX | $529K | 3.9K | 0.2% | ▼−0.2% Reduced · −7 sh | |
| 38 | Vanguard Admiral FDS Inc MIDCP 400 IDX | $514K | 4.0K | 0.2% | ▼−0.2% Reduced · −8 sh | |
| 39 | Johnson & Johnson COM | $511K | 1.9K | 0.2% | ▼−5.1% Reduced · −104 sh | |
| 40 | Alphabet Inc CAP STK CL A | $492K | 1.5K | 0.2% | —Held | |
| 41 | Vanguard World FD ESG US STK ETF | $450K | 3.5K | 0.2% | ▲+0.2% Added · +7 sh | |
| 42 | Vanguard Index FDS TOTAL STK MKT | $446K | 1.2K | 0.2% | ▼−21% Reduced · −317 sh | |
| 43 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $421K | 2.8K | 0.2% | —Held | |
| 44 | Nvidia Corporation COM | $408K | 2.1K | 0.2% | ▼−1.8% Reduced · −39 sh | |
| 45 | Trane Technologies PLC SHS | $401K | 829 | 0.2% | —Held | |
| 46 | Ishares TR ESG SELECT SCRE | $384K | 7.4K | 0.2% | ▼−1.7% Reduced · −126 sh | |
| 47 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $368K | 5.3K | 0.1% | ▼−6.3% Reduced · −353 sh | |
| 48 | SPDR Series Trust ST STR AGGRE ETF | $331K | 13.1K | 0.1% | —Held | |
| 49 | Cisco Sys Inc COM | $329K | 2.9K | 0.1% | ▼−14% Reduced · −460 sh | |
| 50 | ALPS ETF TR SMITH CORE PLUS | $324K | 12.8K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
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.