Tribridge Partners Financial LLC Portfolio Holdings

Tribridge Partners Financial LLC

  • $170 Million
  • Q2 2025

Tribridge Partners Financial LLC has filed its 13F form on August 27, 2025 for Q2 2025 where it was disclosed a total value porftolio of $170 Million distributed in 60 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 $20.9M, Vanguard Index Fds S&P 500 ETF with a value of $18.1M, Capital Group Conservative E with a value of $15.5M, Vanguard Mid Cap ETF with a value of $12.2M, and Vanguard Bd Index Fd Inc Total with a value of $11M.

Examining the 13F form we can see an increase of $170M in the current position value.

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 $170 Million
ETFs: $136 Million
Technology: $5.71 Million
Industrials: $1.28 Million
Consumer Cyclical: $1.24 Million
Energy: $882,000
Financial Services: $713,000
Communication Services: $491,000
Healthcare: $427,000
Other: $254,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.9 Million 12.25% of portfolio
513,617
Q2 2025 New
$0
$18.1 Million 10.63% of portfolio
31,893
Q2 2025 New
$0
$12.2 Million 7.17% of portfolio
43,665
Q2 2025 New
$0
$11 Million 6.43% of portfolio
148,792
Q2 2025 New
$0
$10.8 Million 6.32% of portfolio
478,431
Q2 2025 New
$0
$10.6 Million 6.19% of portfolio
44,528
Q2 2025 New
$0
$9.91 Million 5.82% of portfolio
143,497
Q2 2025 New
$0
$8.69 Million 5.1% of portfolio
320,257
Q2 2025 New
$0
$8.02 Million 4.7% of portfolio
101,860
Q2 2025 New
$0
$6.53 Million 3.83% of portfolio
132,021
Q2 2025 New
$0
$6.5 Million 3.82% of portfolio
131,341
Q2 2025 New
$0
$4.35 Million 2.55% of portfolio
110,113
Q2 2025 New
$0
$1.06 Million 0.62% of portfolio
13,882
Q2 2025 New
$0
$641,000 0.38% of portfolio
10,332
Q2 2025 New
$0
$622,000 0.37% of portfolio
5,924
Q2 2025 New
$0
$579,000 0.34% of portfolio
5,715
Q2 2025 New
$0
$446,000 0.26% of portfolio
12,065
Q2 2025 New
$0
$441,000 0.26% of portfolio
9,250
Q2 2025 New
$0
$450,000 0.26% of portfolio
4,118
Q2 2025 New
$0
$444,000 0.26% of portfolio
9,061
Q2 2025 New
$0
$375,000 0.22% of portfolio
2,787
Q2 2025 New
$0
$352,000 0.21% of portfolio
1,159
Q2 2025 New
$0
$343,000 0.2% of portfolio
13,401
Q2 2025 New
$0
$341,000 0.2% of portfolio
3,106
Q2 2025 New
$0
$327,000 0.19% of portfolio
5,744
Q2 2025 New
$0
$322,000 0.19% of portfolio
918
Q2 2025 New
$0
$312,000 0.18% of portfolio
502
Q2 2025 New
$0
$250,000 0.15% of portfolio
2,797
Q2 2025 New
$0
$253,000 0.15% of portfolio
11,459
Q2 2025 New
$0
$251,000 0.15% of portfolio
592
Q2 2025 New
$0
$228,000 0.13% of portfolio
2,073
Q2 2025 New
$0
$218,000 0.13% of portfolio
498
Q2 2025 New
$0
$205,000 0.12% of portfolio
4,803
Q2 2025 New
$0
$203,000 0.12% of portfolio
7,996
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $170 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 27, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 60 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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