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.
Tribridge Partners Financial LLC (CIK 2083677) reported $241.7M across 80 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CGGR ($26.5M, 10.96%), VOO ($24.3M, 10.05%), CGCV ($23.7M, 9.80%), VO ($17.5M, 7.22%), VB ($16.4M, 6.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGGR | CAPITAL GROUP GROWTH ETF | $26.5M | 10.96% | 655,495 | Added |
| 2 | VOO | VANGUARD INDEX FDS | $24.3M | 10.05% | 40,265 | Added |
| 3 | CGCV | CAPITAL GROUP CONSERVATIVE E | $23.7M | 9.80% | 793,969 | Added |
| 4 | VO | VANGUARD INDEX FDS | $17.5M | 7.22% | 60,187 | Added |
| 5 | VB | VANGUARD INDEX FDS | $16.4M | 6.81% | 62,145 | Added |
| 6 | CGCP | CAPITAL GRP FIXED INCM ETF T | $15.5M | 6.42% | 692,792 | Added |
| 7 | VXUS | VANGUARD STAR FDS | $14.8M | 6.11% | 190,612 | Added |
| 8 | BND | VANGUARD BD INDEX FDS | $14.6M | 6.04% | 198,536 | Added |
| 9 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $13.1M | 5.41% | 442,543 | Added |
| 10 | BSV | VANGUARD BD INDEX FDS | $10.7M | 4.44% | 137,258 | Trimmed |
| 11 | BNDX | VANGUARD CHARLOTTE FDS | $9.8M | 4.04% | 203,571 | Added |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $9.4M | 3.87% | 173,785 | Added |
| 13 | CGUI | CAPITAL GRP FIXED INCM ETF T | $6.8M | 2.80% | 267,537 | Added |
| 14 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $3.9M | 1.60% | 90,607 | Trimmed |
| 15 | MSFT | MICROSOFT CORP | $2.8M | 1.15% | 7,463 | Added |
| 16 | CGMU | CAPITAL GRP FIXED INCM ETF T | $2.3M | 0.95% | 84,470 | Added |
| 17 | CGSM | CAPITAL GRP FIXED INCM ETF T | $2.1M | 0.88% | 80,765 | Added |
| 18 | AAPL | APPLE INC | $1.8M | 0.74% | 6,962 | Added |
| 19 | IDEV | ISHARES TR | $1.2M | 0.49% | 14,021 | Added |
| 20 | VTES | VANGUARD WELLINGTON FD | $1.2M | 0.48% | 11,450 | Added |
| 21 | INTU | INTUIT | $1.2M | 0.48% | 2,749 | Added |
| 22 | XOM | EXXON MOBIL CORP | $898,257 | 0.37% | 5,590 | Trimmed |
| 23 | IJH | ISHARES TR | $829,030 | 0.34% | 12,159 | Added |
| 24 | VTEI | VANGUARD MUN BD FDS | $740,287 | 0.31% | 7,394 | Added |
| 25 | AMZN | AMAZON COM INC | $749,928 | 0.31% | 3,575 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31