Sponsored

The Analysis of Tribridge Partners Financial LLC's Holdings & P&L

Currently, Tribridge Partners Financial LLC holds 80 types of securities in its portfolio with a total value $241.7M. In the most recent quarter, they have increased their positions in CGCV (+36.0K shares, valued at $1.1M), CGGR (+23.0K shares, valued at $930.1K), VXUS (+9.6K shares, valued at $743.3K); decreased their positions in SBUX (-572 shares, valued at $51.7K), BSV (-520 shares, valued at $40.7K), AMZN (-106 shares, valued at $22.2K); initiated new positions in N/A (+2.3K shares, valued at $282.8K), GLW (+1.4K shares, valued at $209.5K), CVX (+1.1K shares, valued at $208.9K).

1M P&L

+4.4M+1.95%

3M P&L

-51.2M-18.21%

HY P&L

-37.9M-14.15%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A201.9M

93.7%

2Software - Infrastructure2.8M

1.3%

3Consumer Electronics1.8M

0.8%

Top Industries by Stock Count

1N/A49 stocks

66.2%

2Drug Manufacturers - General2 stocks

2.7%

3Oil & Gas Integrated2 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CGGR CAPITAL GROUP GROWTH ETF655.5K shares3.64%2026-03-312026-04-15

VANGUARD INDEX FDS VANGUARD INDEX FDS40.3K shares2.64%2026-03-312026-04-15

CGCV CAPITAL GROUP CONSERVATIVE E794.0K shares4.75%2026-03-312026-04-15

VO VANGUARD INDEX FDS60.2K shares3.67%2026-03-312026-04-15

VB VANGUARD INDEX FDS62.1K shares3.24%2026-03-312026-04-15

CGCP CAPITAL GRP FIXED INCM ETF T692.8K shares2.09%2026-03-312026-04-15

VXUS VANGUARD STAR FDS190.6K shares5.30%2026-03-312026-04-15

BND VANGUARD BD INDEX FDS198.5K shares1.26%2026-03-312026-04-15

Sponsored

CGXU CAPITAL GROUP INTL FOCUS EQT442.5K shares4.22%2026-03-312026-04-15

BSV VANGUARD BD INDEX FDS137.3K shares-0.38%2026-03-312026-04-15

BNDX VANGUARD CHARLOTTE FDS203.6K shares3.73%2026-03-312026-04-15

VWO VANGUARD INTL EQUITY INDEX F173.8K shares3.37%2026-03-312026-04-15

CGUI CAPITAL GRP FIXED INCM ETF T267.5K shares3.34%2026-03-312026-04-15

CGDV CAPITAL GROUP DIVIDEND VALUE90.6K shares-0.30%2026-03-312026-04-15

MSFT MICROSOFT CORP7.5K shares3.77%2026-03-312026-04-15

CGMU CAPITAL GRP FIXED INCM ETF T84.5K shares6.59%2026-03-312026-04-15

Sponsored

CGSM CAPITAL GRP FIXED INCM ETF T80.8K shares10.61%2026-03-312026-04-15

AAPL APPLE INC7.0K shares5.56%2026-03-312026-04-15

IDEV ISHARES TR14.0K shares1.00%2026-03-312026-04-15

INTU INTUIT2.7K shares0.04%2026-03-312026-04-15

VTES VANGUARD WELLINGTON FD11.4K shares12.66%2026-03-312026-04-15

XOM EXXON MOBIL CORP5.6K shares-0.71%2026-03-312026-04-15

IJH ISHARES TR12.2K shares1.49%2026-03-312026-04-15

AMZN AMAZON COM INC3.6K shares-2.88%2026-03-312026-04-15

Sponsored

VTEI VANGUARD MUN BD FDS7.4K shares16.51%2026-03-312026-04-15

VTEB VANGUARD MUN BD FDS14.0K shares9.57%2026-03-312026-04-15

ALPHABET INC ALPHABET INC2.1K shares3.11%2026-03-312026-04-15

SPYV SPDR SERIES TRUST10.3K shares20.61%2026-03-312026-04-15

SBUX STARBUCKS CORP6.4K shares-8.24%2026-03-312026-04-15

VSGX VANGUARD WORLD FD7.8K shares0.00%2026-03-312026-04-15

CGUS CAPITAL GROUP CORE EQUITY ET13.8K shares13.17%2026-03-312026-04-15

IJR ISHARES TR4.1K shares-0.72%2026-03-312026-04-15

Sponsored

JPM JPMORGAN CHASE & CO1.7K shares41.98%2026-03-312026-04-15

VTI VANGUARD INDEX FDS1.5K shares24.53%2026-03-312026-04-15

JNJ JOHNSON & JOHNSON2.0K shares13.31%2026-03-312026-04-15

XVV ISHARES TR9.6K shares0.00%2026-03-312026-04-15

IVOO VANGUARD ADMIRAL FDS INC4.0K shares0.28%2026-03-312026-04-15

VIOO VANGUARD ADMIRAL FDS INC3.9K shares0.28%2026-03-312026-04-15

ALPHABET INC ALPHABET INC1.5K shares-0.20%2026-03-312026-04-15

VSS VANGUARD INTL EQUITY INDEX F2.8K shares0.00%2026-03-312026-04-15

Sponsored

ESGV VANGUARD WORLD FD3.4K shares0.00%2026-03-312026-04-15

V VISA INC1.3K shares-2.97%2026-03-312026-04-15

NVDA NVIDIA CORPORATION2.1K shares30.54%2026-03-312026-04-15

VEA VANGUARD TAX-MANAGED FDS5.6K shares-4.27%2026-03-312026-04-15

TT TRANE TECHNOLOGIES PLC829 shares-0.48%2026-03-312026-04-15

XJH ISHARES TR7.6K shares47.69%2026-03-312026-04-15

ISRG INTUITIVE SURGICAL INC766 shares2.68%2026-03-312026-04-15

IWV ISHARES TR918 shares0.00%2026-03-312026-04-15

Sponsored

SPAB SPDR SERIES TRUST13.1K shares-1.90%2026-03-312026-04-15

SMTH ALPS ETF TR12.8K shares-4.98%2026-03-312026-04-15

WMT WALMART INC2.6K shares-0.04%2026-03-312026-04-15

VCEB VANGUARD WORLD FD5.2K shares0.00%2026-03-312026-04-15

IVV ISHARES TR479 shares2.79%2026-03-312026-04-15

SUSC ISHARES TR13.4K shares0.00%2026-03-312026-04-15

LINDE PLC LINDE PLC606 shares0.00%2026-03-312026-04-15

SCHF SCHWAB STRATEGIC TR11.6K shares0.00%2026-03-312026-04-15

Sponsored

LDUR PIMCO ETF TR3.0K shares0.00%2026-03-312026-04-15

RTX RTX CORPORATION1.5K shares0.00%2026-03-312026-04-15

MA MASTERCARD INCORPORATED579 shares3.76%2026-03-312026-04-15

MERCK & CO INC MERCK & CO INC2.3K sharesnew addition2026-03-312026-04-15

FAST FASTENAL CO6.1K shares0.00%2026-03-312026-04-15

SUSB ISHARES TR11.0K shares0.00%2026-03-312026-04-15

EFA ISHARES TR2.8K shares0.00%2026-03-312026-04-15

ABBV ABBVIE INC1.3K shares10.03%2026-03-312026-04-15

Sponsored

CSCO CISCO SYS INC3.3K shares0.30%2026-03-312026-04-15

REGN REGENERON PHARMACEUTICALS343 shares0.00%2026-03-312026-04-15

CGIC CAPITAL GROUP INTERNATIONAL7.7K shares0.00%2026-03-312026-04-15

VTIP VANGUARD MALVERN FDS4.7K shares0.00%2026-03-312026-04-15

CGMS CAPITAL GRP FIXED INCM ETF T8.5K shares0.00%2026-03-312026-04-15

MNBD ALPS ETF TR8.8K shares0.69%2026-03-312026-04-15

SCHC SCHWAB STRATEGIC TR4.8K shares0.00%2026-03-312026-04-15

TIP ISHARES TR2.0K shares0.00%2026-03-312026-04-15

Sponsored

UNP UNION PAC CORP911 shares0.00%2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR374 shares0.00%2026-03-312026-04-15

VTV VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-04-15

GLW CORNING INC1.4K sharesnew addition2026-03-312026-04-15

CVX CHEVRON CORPORATION1.1K sharesnew addition2026-03-312026-04-15

WCN WASTE CONNECTIONS INC1.3K shares3.73%2026-03-312026-04-15

SPGI S&P GLOBAL INC479 shares3.46%2026-03-312026-04-15

CAT CATERPILLAR INC286 sharesnew addition2026-03-312026-04-15

Sponsored

CGGR

CAPITAL GROUP GROWTH ETF

3.64%

Shares655.5K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

2.64%

Shares40.3K

Event2026-03-31

Filed2026-04-15

CGCV

CAPITAL GROUP CONSERVATIVE E

4.75%

Shares794.0K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

3.67%

Shares60.2K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

3.24%

Shares62.1K

Event2026-03-31

Filed2026-04-15

CGCP

CAPITAL GRP FIXED INCM ETF T

2.09%

Shares692.8K

Event2026-03-31

Filed2026-04-15

VXUS

VANGUARD STAR FDS

5.30%

Shares190.6K

Event2026-03-31

Filed2026-04-15

BND

VANGUARD BD INDEX FDS

1.26%

Shares198.5K

Event2026-03-31

Filed2026-04-15

CGXU

CAPITAL GROUP INTL FOCUS EQT

4.22%

Shares442.5K

Event2026-03-31

Filed2026-04-15

BSV

VANGUARD BD INDEX FDS

-0.38%

Shares137.3K

Event2026-03-31

Filed2026-04-15

BNDX

VANGUARD CHARLOTTE FDS

3.73%

Shares203.6K

Event2026-03-31

Filed2026-04-15

VWO

VANGUARD INTL EQUITY INDEX F

3.37%

Shares173.8K

Event2026-03-31

Filed2026-04-15

CGUI

CAPITAL GRP FIXED INCM ETF T

3.34%

Shares267.5K

Event2026-03-31

Filed2026-04-15

CGDV

CAPITAL GROUP DIVIDEND VALUE

-0.30%

Shares90.6K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

3.77%

Shares7.5K

Event2026-03-31

Filed2026-04-15

CGMU

CAPITAL GRP FIXED INCM ETF T

6.59%

Shares84.5K

Event2026-03-31

Filed2026-04-15

CGSM

CAPITAL GRP FIXED INCM ETF T

10.61%

Shares80.8K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

5.56%

Shares7.0K

Event2026-03-31

Filed2026-04-15

IDEV

ISHARES TR

1.00%

Shares14.0K

Event2026-03-31

Filed2026-04-15

INTU

INTUIT

0.04%

Shares2.7K

Event2026-03-31

Filed2026-04-15

VTES

VANGUARD WELLINGTON FD

12.66%

Shares11.4K

Event2026-03-31

Filed2026-04-15

XOM

EXXON MOBIL CORP

-0.71%

Shares5.6K

Event2026-03-31

Filed2026-04-15

IJH

ISHARES TR

1.49%

Shares12.2K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

-2.88%

Shares3.6K

Event2026-03-31

Filed2026-04-15

VTEI

VANGUARD MUN BD FDS

16.51%

Shares7.4K

Event2026-03-31

Filed2026-04-15

VTEB

VANGUARD MUN BD FDS

9.57%

Shares14.0K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

3.11%

Shares2.1K

Event2026-03-31

Filed2026-04-15

SPYV

SPDR SERIES TRUST

20.61%

Shares10.3K

Event2026-03-31

Filed2026-04-15

SBUX

STARBUCKS CORP

-8.24%

Shares6.4K

Event2026-03-31

Filed2026-04-15

VSGX

VANGUARD WORLD FD

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-15

CGUS

CAPITAL GROUP CORE EQUITY ET

13.17%

Shares13.8K

Event2026-03-31

Filed2026-04-15

IJR

ISHARES TR

-0.72%

Shares4.1K

Event2026-03-31

Filed2026-04-15

JPM

JPMORGAN CHASE & CO

41.98%

Shares1.7K

Event2026-03-31

Filed2026-04-15

VTI

VANGUARD INDEX FDS

24.53%

Shares1.5K

Event2026-03-31

Filed2026-04-15

JNJ

JOHNSON & JOHNSON

13.31%

Shares2.0K

Event2026-03-31

Filed2026-04-15

XVV

ISHARES TR

0.00%

Shares9.6K

Event2026-03-31

Filed2026-04-15

IVOO

VANGUARD ADMIRAL FDS INC

0.28%

Shares4.0K

Event2026-03-31

Filed2026-04-15

VIOO

VANGUARD ADMIRAL FDS INC

0.28%

Shares3.9K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

-0.20%

Shares1.5K

Event2026-03-31

Filed2026-04-15

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-15

ESGV

VANGUARD WORLD FD

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-15

VISA INC

-2.97%

Shares1.3K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

30.54%

Shares2.1K

Event2026-03-31

Filed2026-04-15

VEA

VANGUARD TAX-MANAGED FDS

-4.27%

Shares5.6K

Event2026-03-31

Filed2026-04-15

TRANE TECHNOLOGIES PLC

-0.48%

Shares829

Event2026-03-31

Filed2026-04-15

XJH

ISHARES TR

47.69%

Shares7.6K

Event2026-03-31

Filed2026-04-15

ISRG

INTUITIVE SURGICAL INC

2.68%

Shares766

Event2026-03-31

Filed2026-04-15

IWV

ISHARES TR

0.00%

Shares918

Event2026-03-31

Filed2026-04-15

SPAB

SPDR SERIES TRUST

-1.90%

Shares13.1K

Event2026-03-31

Filed2026-04-15

SMTH

ALPS ETF TR

-4.98%

Shares12.8K

Event2026-03-31

Filed2026-04-15

WMT

WALMART INC

-0.04%

Shares2.6K

Event2026-03-31

Filed2026-04-15

VCEB

VANGUARD WORLD FD

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-15

IVV

ISHARES TR

2.79%

Shares479

Event2026-03-31

Filed2026-04-15

SUSC

ISHARES TR

0.00%

Shares13.4K

Event2026-03-31

Filed2026-04-15

LINDE PLC

0.00%

Shares606

Event2026-03-31

Filed2026-04-15

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares11.6K

Event2026-03-31

Filed2026-04-15

LDUR

PIMCO ETF TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-15

RTX

RTX CORPORATION

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-15

MASTERCARD INCORPORATED

3.76%

Shares579

Event2026-03-31

Filed2026-04-15

MERCK & CO INC

New

Shares2.3K

Event2026-03-31

Filed2026-04-15

FAST

FASTENAL CO

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-15

SUSB

ISHARES TR

0.00%

Shares11.0K

Event2026-03-31

Filed2026-04-15

EFA

ISHARES TR

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-15

ABBV

ABBVIE INC

10.03%

Shares1.3K

Event2026-03-31

Filed2026-04-15

CSCO

CISCO SYS INC

0.30%

Shares3.3K

Event2026-03-31

Filed2026-04-15

REGN

REGENERON PHARMACEUTICALS

0.00%

Shares343

Event2026-03-31

Filed2026-04-15

CGIC

CAPITAL GROUP INTERNATIONAL

0.00%

Shares7.7K

Event2026-03-31

Filed2026-04-15

VTIP

VANGUARD MALVERN FDS

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-15

CGMS

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares8.5K

Event2026-03-31

Filed2026-04-15

MNBD

ALPS ETF TR

0.69%

Shares8.8K

Event2026-03-31

Filed2026-04-15

SCHC

SCHWAB STRATEGIC TR

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-15

TIP

ISHARES TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-15

UNP

UNION PAC CORP

0.00%

Shares911

Event2026-03-31

Filed2026-04-15

INVESCO QQQ TR

0.00%

Shares374

Event2026-03-31

Filed2026-04-15

VTV

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-15

GLW

CORNING INC

New

Shares1.4K

Event2026-03-31

Filed2026-04-15

CVX

CHEVRON CORPORATION

New

Shares1.1K

Event2026-03-31

Filed2026-04-15

WCN

WASTE CONNECTIONS INC

3.73%

Shares1.3K

Event2026-03-31

Filed2026-04-15

SPGI

S&P GLOBAL INC

3.46%

Shares479

Event2026-03-31

Filed2026-04-15

CAT

CATERPILLAR INC

New

Shares286

Event2026-03-31

Filed2026-04-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available