Tribridge Partners Financial LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $200 Million distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Growth ETF Shs C with a value of $27.3M, Vanguard Index Fds S&P 500 ETF with a value of $24.2M, Vanguard Mid Cap ETF with a value of $16.7M, Capital Group Core Plus Income with a value of $15.4M, and Vanguard Small Cap ETF with a value of $15M.

Examining the 13F form we can see an increase of $14.6M in the current position value, from $185M to 200M.

Tribridge Partners Financial LLC is based out at Columbia, MD

Below you can find more details about Tribridge Partners Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $200 Million
ETFs: $185 Million
Technology: $7.75 Million
Consumer Cyclical: $1.45 Million
Financial Services: $1.31 Million
Healthcare: $1.28 Million
Industrials: $1.25 Million
Communication Services: $1 Million
Energy: $662,000
Other: $267,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $200 Million
  • Prior Value $185 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 7 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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