Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Thrive Wealth Management, LLC (CIK 1847610) reported $670.9M across 231 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($169.1M, 25.20%), SCHG ($154.9M, 23.09%), SPY ($21.1M, 3.14%), AAPL ($14.5M, 2.16%), VUG ($14.1M, 2.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $169.1M | 25.20% | 861,724 | Added |
| 2 | SCHG | SCHWAB STRATEGIC TR | $154.9M | 23.09% | 5.3M | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $21.1M | 3.14% | 32,422 | Trimmed |
| 4 | AAPL | APPLE INC | $14.5M | 2.16% | 56,970 | Added |
| 5 | VUG | VANGUARD INDEX FDS | $14.1M | 2.10% | 32,177 | Added |
| 6 | INTF | ISHARES TR | $13.3M | 1.99% | 342,155 | Trimmed |
| 7 | MDY | STATE STR SPDR S&P MIDCAP 40 | $11.0M | 1.63% | 17,760 | Trimmed |
| 8 | VOO | VANGUARD INDEX FDS | $9.9M | 1.47% | 16,490 | Added |
| 9 | VONE | VANGUARD SCOTTSDALE FDS | $9.2M | 1.37% | 31,202 | Trimmed |
| 10 | SCHF | SCHWAB STRATEGIC TR | $9.1M | 1.35% | 366,831 | Added |
| 11 | VB | VANGUARD INDEX FDS | $8.9M | 1.33% | 33,944 | Trimmed |
| 12 | SCHV | SCHWAB STRATEGIC TR | $8.8M | 1.31% | 288,507 | Trimmed |
| 13 | GOOG | ALPHABET INC | $7.8M | 1.17% | 27,271 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $7.5M | 1.12% | 42,964 | Added |
| 15 | MSFT | MICROSOFT CORP | $7.3M | 1.09% | 19,705 | Trimmed |
| 16 | VTI | VANGUARD INDEX FDS | $6.3M | 0.94% | 19,724 | Added |
| 17 | SEIC | SEI INVTS CO | $6.0M | 0.90% | 76,779 | Trimmed |
| 18 | VWO | VANGUARD INTL EQUITY INDEX F | $5.7M | 0.85% | 105,154 | Added |
| 19 | JNJ | JOHNSON & JOHNSON | $5.6M | 0.83% | 22,861 | Trimmed |
| 20 | SCHX | SCHWAB STRATEGIC TR | $5.3M | 0.79% | 207,642 | Added |
| 21 | AMZN | AMAZON COM INC | $5.3M | 0.78% | 25,283 | Added |
| 22 | IVV | ISHARES TR | $4.3M | 0.64% | 6,556 | Added |
| 23 | IQLT | ISHARES TR | $4.2M | 0.63% | 90,785 | Trimmed |
| 24 | MUB | ISHARES TR | $4.1M | 0.61% | 38,744 | Added |
| 25 | EFA | ISHARES TR | $4.1M | 0.61% | 41,819 | Added |
Source: SEC Form 13F filings · as of 2026-03-31