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 $787.1M across 254 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTV ($189.4M, 24.06%), SCHG ($183.8M, 23.35%), SPY ($29.8M, 3.79%), INTF ($20.9M, 2.65%), AAPL ($18.9M, 2.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $189.4M | 24.06% | 869,143 | Added |
| 2 | SCHG | SCHWAB STRATEGIC TR | $183.8M | 23.35% | 5.4M | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $29.8M | 3.79% | 39,964 | Added |
| 4 | INTF | ISHARES TR | $20.9M | 2.65% | 509,257 | Added |
| 5 | AAPL | APPLE INC | $18.9M | 2.41% | 65,474 | Added |
| 6 | VUG | VANGUARD INDEX FDS | $16.7M | 2.12% | 193,880 | Added |
| 7 | MDY | STATE STR SPDR S&P MIDCAP 40 | $12.7M | 1.61% | 18,001 | Added |
| 8 | VOO | VANGUARD INDEX FDS | $11.4M | 1.45% | 16,561 | Added |
| 9 | SCHF | SCHWAB STRATEGIC TR | $10.6M | 1.35% | 384,011 | Added |
| 10 | VB | VANGUARD INDEX FDS | $10.4M | 1.33% | 34,451 | Added |
| 11 | VONE | VANGUARD SCOTTSDALE FDS | $10.4M | 1.32% | 30,625 | Trimmed |
| 12 | SCHV | SCHWAB STRATEGIC TR | $10.2M | 1.30% | 294,454 | Added |
| 13 | NVDA | NVIDIA CORPORATION | $9.2M | 1.17% | 46,142 | Added |
| 14 | GOOG | ALPHABET INC | $9.2M | 1.17% | 25,991 | Trimmed |
| 15 | VTI | VANGUARD INDEX FDS | $7.5M | 0.95% | 20,266 | Added |
| 16 | MSFT | MICROSOFT CORP | $7.4M | 0.94% | 19,809 | Added |
| 17 | SEIC | SEI INVTS CO | $6.5M | 0.82% | 73,935 | Trimmed |
| 18 | VWO | VANGUARD INTL EQUITY INDEX F | $6.2M | 0.79% | 104,475 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $6.2M | 0.79% | 26,122 | Added |
| 20 | SCHX | SCHWAB STRATEGIC TR | $6.1M | 0.77% | 206,410 | Trimmed |
| 21 | JNJ | JOHNSON & JOHNSON | $5.7M | 0.73% | 22,510 | Trimmed |
| 22 | MUB | ISHARES TR | $5.2M | 0.66% | 47,970 | Added |
| 23 | GOOGL | ALPHABET INC | $5.1M | 0.65% | 14,216 | Added |
| 24 | IVV | ISHARES TR | $5.0M | 0.63% | 6,630 | Added |
| 25 | EFA | ISHARES TR | $4.6M | 0.59% | 44,506 | Added |
Source: SEC Form 13F filings · as of 2026-06-30