Thrive Wealth Management, LLC Portfolio Holdings
Thrive Wealth Management, LLC
- $659 Million
- Q4 2025
Thrive Wealth Management, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $659 Million distributed in 238 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $159M, Vanguard Value ETF with a value of $156M, Spdr S&P 500 ETF Trust with a value of $21.9M, Apple Inc. with a value of $15.1M, and Vanguard Growth ETF with a value of $14.7M.
Examining the 13F form we can see an increase of $7.41M in the current position value, from $652M to 659M.
Below you can find more details about Thrive Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$659 Million
ETFs: $494 Million
Technology: $52.6 Million
Financial Services: $29.3 Million
Healthcare: $20.4 Million
Communication Services: $16.9 Million
Industrials: $12.6 Million
Consumer Cyclical: $12.3 Million
Consumer Defensive: $7.37 Million
Other: $13.5 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 238
- Current Value $659 Million
- Prior Value $652 Million
- Filing
- Period Q4 2025
- Filing Date January 12, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 15 stocks
- Additional Purchases 107 stocks
- Sold out of 0 stocks
- Reduced holdings in 102 stocks