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 $255.2M across 82 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CGGR ($28.0M, 10.98%), VOO ($26.5M, 10.39%), CGCV ($25.9M, 10.17%), VO ($18.8M, 7.38%), VB ($18.1M, 7.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGGR | CAPITAL GROUP GROWTH ETF | $28.0M | 10.98% | 628,455 | Trimmed |
| 2 | VOO | VANGUARD INDEX FDS | $26.5M | 10.39% | 39,046 | Trimmed |
| 3 | CGCV | CAPITAL GROUP CONSERVATIVE E | $25.9M | 10.17% | 783,414 | Trimmed |
| 4 | VO | VANGUARD INDEX FDS | $18.8M | 7.38% | 232,373 | Added |
| 5 | VB | VANGUARD INDEX FDS | $18.1M | 7.08% | 60,827 | Trimmed |
| 6 | VXUS | VANGUARD STAR FDS | $15.5M | 6.09% | 185,459 | Trimmed |
| 7 | CGCP | CAPITAL GRP FIXED INCM ETF T | $15.1M | 5.92% | 685,314 | Trimmed |
| 8 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $14.3M | 5.59% | 429,116 | Trimmed |
| 9 | BND | VANGUARD BD INDEX FDS | $14.2M | 5.56% | 195,853 | Trimmed |
| 10 | BSV | VANGUARD BD INDEX FDS | $10.6M | 4.14% | 136,183 | Trimmed |
| 11 | BNDX | VANGUARD CHARLOTTE FDS | $9.9M | 3.88% | 206,747 | Added |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $9.9M | 3.87% | 169,415 | Trimmed |
| 13 | CGUI | CAPITAL GRP FIXED INCM ETF T | $6.7M | 2.61% | 263,072 | Trimmed |
| 14 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $3.7M | 1.46% | 76,305 | Trimmed |
| 15 | MSFT | MICROSOFT CORP | $2.8M | 1.12% | 7,313 | Trimmed |
| 16 | CGMU | CAPITAL GRP FIXED INCM ETF T | $2.4M | 0.93% | 87,895 | Added |
| 17 | AAPL | APPLE INC | $2.3M | 0.90% | 6,847 | Trimmed |
| 18 | CGSM | CAPITAL GRP FIXED INCM ETF T | $2.2M | 0.87% | 84,571 | Added |
| 19 | VTES | VANGUARD WELLINGTON FD | $1.3M | 0.51% | 12,856 | Added |
| 20 | IDEV | ISHARES TR | $1.3M | 0.49% | 14,021 | Hold |
| 21 | VUSB | VANGUARD BD INDEX FDS | $1.0M | 0.41% | 21,126 | New |
| 22 | IJH | ISHARES TR | $939,282 | 0.37% | 12,359 | Added |
| 23 | INTU | INTUIT | $835,449 | 0.33% | 2,749 | Hold |
| 24 | IVV | ISHARES TR | $838,339 | 0.33% | 1,129 | Added |
| 25 | VTEI | VANGUARD MUN BD FDS | $821,190 | 0.32% | 8,268 | Added |
Source: SEC Form 13F filings · as of 2026-06-30