Tribridge Partners Financial LLC

CIK

2083677

Location

COLUMBIA, MD

Portfolio Value

Small $258,708,513

Diversification

Diversified

Filing Date

Global Rank

#5,681 / 8,827 ▼ 182

Top Industry

Software - Infrastructure 18.3%

Period ended 4 months ago

Filed Aug 4, 2026 · 3mo

5 quarters · since Jun 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 89.1% of the book (60%+)

Turnover

Low turnover

3.5% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 4.9 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 88.8%; sector active share 81.3% against the combined 13F book's sector weights.

Over time 5 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

82 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

25.1%

+0.9 pts

Top 5

66.8%

+0.1 pts

Top 10

89.1%

+0.6 pts

HHI

1,180

Diversified+30

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	94.2%	$243,798,008	54
Technology	2.5%	$6,540,897	6
Industrials	0.7%	$1,930,420	7
Healthcare	0.6%	$1,609,482	5
Financial Services	0.6%	$1,546,634	4
Consumer Cyclical	0.6%	$1,474,176	2
Communication Services	0.5%	$1,221,899	2
Consumer Defensive	0.1%	$293,796	1
Basic Materials	0.1%	$293,201	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
VO	VANGUARD MID-CAP INDEX FUND	+172,186	232,373	$18,722,292
CGSM	Capital Group Short Duration Municipal Income ETF	+3,806	84,571	$2,231,405
CGMU	Capital Group Municipal Income ETF	+3,425	87,895	$2,414,475
BNDX	Vanguard Total International Bond ETF	+3,176	206,747	$10,012,757
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+1,640	15,594	$788,744
VTES	VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	+1,406	12,856	$1,302,441
VTEI	VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF	+874	8,268	$834,819
IVV	iShares Core S&P 500 ETF	+650	1,129	$845,496
V	Visa Inc.	+270	1,542	$529,044
IJH	iShares Core S&P Mid-Cap ETF	+200	12,359	$953,002
XVV	iShares ESG Select Screened S&P 500 ETF	+47	9,681	$549,783
VCEB	VANGUARD ESG U.S. CORPORATE BOND ETF	+27	5,205	$326,665
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	+23	7,822	$644,063
ESGV	VANGUARD ESG U.S. STOCK ETF	+7	3,451	$456,360
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CGGR	Capital Group Growth ETF	−27,040	628,455	$29,663,076
CGDV	Capital Group Dividend Value ETF	−14,302	76,305	$3,760,310
CGXU	Capital Group International Focus Equity ETF	−13,427	429,116	$14,855,995
CGCV	Capital Group Conservative Equity ETF	−10,555	783,414	$25,711,647
CGCP	Capital Group Core Plus Income ETF	−7,478	685,314	$15,275,649
VXUS	Vanguard Total International Stock ETF	−5,153	185,459	$15,854,889
CGUI	Capital Group Ultra Short Income ETF	−4,465	263,072	$6,650,460
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−4,370	169,415	$10,112,381
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	−2,683	195,853	$14,377,568
VB	Vanguard Index Funds	−1,318	60,827	$18,437,880
VOO	VANGUARD 500 INDEX FUND	−1,219	39,046	$26,817,183
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	−1,075	136,183	$10,610,017
EFA	iShares MSCI EAFE ETF	−479	2,318	$240,793
CSCO	Cisco Systems, Inc.	−460	2,869	$336,992
VEA	Vanguard FTSE Developed Markets ETF	−353	5,255	$374,418
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−317	1,221	$451,818
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	−220	10,055	$611,243
IWV	iShares Russell 3000 ETF	−203	715	$304,876
GOOG	Alphabet Inc.	−189	1,933	$682,986
MSFT	Microsoft Corp	−150	7,313	$2,727,895
XJH	iShares ESG Select Screened S&P Mid-Cap ETF	−126	7,449	$388,465
AMZN	Amazon Com Inc	−121	3,454	$823,226
AAPL	Apple Inc.	−115	6,847	$1,981,247
JNJ	Johnson & Johnson	−104	1,922	$488,130
JPM	Jpmorgan Chase & Co	−73	1,618	$529,619
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
VUSB	VANGUARD ULTRA-SHORT BOND ETF	21,126	$1,051,652
XJR	iShares ESG Select Screened S&P Small-Cap ETF	4,352	$229,550
VUG	VANGUARD GROWTH INDEX FUND	2,576	$221,896
ETN	Eaton Corp plc	516	$219,877
IWM	iShares Russell 2000 ETF	700	$210,315
SCHE	Schwab Emerging Markets Equity ETF	5,696	$206,536
GD	General Dynamics Corp	517	$183,142
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	5,590	$948,399
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	4,712	$235,364
CGMS	Capital Group U.S. Multi-Sector Income ETF	8,517	$231,917
CVX	Chevron Corp	1,050	$217,245
WCN	Waste Connections, Inc.	1,250	$203,050
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

82 tracked positions · $258,708,513 total · filing declares 82 positions · $255,197,088 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Showing 1–50 of 82 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
CGGR	Capital Group Growth ETF	Reduced	628,455	-27,040	$29,663,076	+12.6%	5	before history	11.47%
VOO	VANGUARD 500 INDEX FUND	Reduced	39,046	-1,219	$26,817,183	+11.5%	5	before history	10.37%
CGCV	Capital Group Conservative Equity ETF	Reduced	783,414	-10,555	$25,711,647	+8.6%	5	before history	9.94%
VO	VANGUARD MID-CAP INDEX FUND	Added	232,373	+172,186	$18,722,292	+8.3%	5	before history	7.24%
VB	Vanguard Index Funds	Reduced	60,827	-1,318	$18,437,880	+13.3%	5	before history	7.13%
VXUS	Vanguard Total International Stock ETF	Reduced	185,459	-5,153	$15,854,889	+7.9%	5	before history	6.13%
CGCP	Capital Group Core Plus Income ETF	Reduced	685,314	-7,478	$15,275,649	−1.3%	5	before history	5.90%
CGXU	Capital Group International Focus Equity ETF	Reduced	429,116	-13,427	$14,855,995	+13.8%	5	before history	5.74%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Reduced	195,853	-2,683	$14,377,568	−1.7%	5	before history	5.56%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Reduced	136,183	-1,075	$10,610,017	−1.4%	5	before history	4.10%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	169,415	-4,370	$10,112,381	+7.7%	5	before history	3.91%
BNDX	Vanguard Total International Bond ETF	Added	206,747	+3,176	$10,012,757	+2.4%	5	before history	3.87%
CGUI	Capital Group Ultra Short Income ETF	Reduced	263,072	-4,465	$6,650,460	−1.7%	5	before history	2.57%
CGDV	Capital Group Dividend Value ETF	Reduced	76,305	-14,302	$3,760,310	−2.4%	5	before history	1.45%
MSFT	Microsoft Corp Technology	Reduced	7,313	-150	$2,727,895	−1.3%	5	before history	1.05%
CGMU	Capital Group Municipal Income ETF	Added	87,895	+3,425	$2,414,475	+5.3%	5	before history	0.93%
CGSM	Capital Group Short Duration Municipal Income ETF	Added	84,571	+3,806	$2,231,405	+5.1%	5	before history	0.86%
AAPL	Apple Inc. Technology	Reduced	6,847	-115	$1,981,247	+12.1%	5	before history	0.77%
VTES	VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	Added	12,856	+1,406	$1,302,441	+12.5%	5	before history	0.50%
IDEV	iShares Core MSCI International Developed Markets ETF	Held	14,021	0	$1,248,009	+6.5%	5	before history	0.48%
VUSB	VANGUARD ULTRA-SHORT BOND ETF	NEW	21,126	NEW	$1,051,652	NEW	1	$49.72	0.41%
IJH	iShares Core S&P Mid-Cap ETF	Added	12,359	+200	$953,002	+16.1%	5	before history	0.37%
IVV	iShares Core S&P 500 ETF	Added	1,129	+650	$845,496	+170.2%	5	before history	0.33%
VTEI	VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF	Added	8,268	+874	$834,819	+13.0%	4	$100.17	0.32%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,454	-121	$823,226	+10.6%	5	before history	0.32%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	15,594	+1,640	$788,744	+13.3%	5	before history	0.30%
INTU	Intuit Inc. Technology	Held	2,749	0	$717,489	−39.6%	4	$720.77	0.28%
GOOG	Alphabet Inc. Communication Services	Reduced	1,933	-189	$682,986	+12.2%	5	before history	0.26%
SBUX	Starbucks Corp Consumer Cyclical	Held	6,370	0	$650,950	+14.1%	4	$89.51	0.25%
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	Added	7,822	+23	$644,063	+15.1%	5	before history	0.25%
CGUS	Capital Group Core Equity ETF	Held	13,786	0	$613,201	+15.8%	5	before history	0.24%
IJR	iShares Core S&P Small-Cap ETF	Held	4,134	0	$613,113	+19.3%	5	before history	0.24%
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	Reduced	10,055	-220	$611,243	+5.1%	4	$55.50	0.24%
XVV	iShares ESG Select Screened S&P 500 ETF	Added	9,681	+47	$549,783	+15.9%	5	before history	0.21%
VIOO	VANGUARD S&P SMALL-CAP 600 INDEX FUND	Reduced	3,922	-7	$539,431	+19.6%	5	before history	0.21%
GOOGL	Alphabet Inc. Communication Services	Held	1,508	0	$538,913	+24.3%	5	before history	0.21%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,618	-73	$529,619	+6.5%	5	before history	0.20%
V	Visa Inc. Financial Services	Added	1,542	+270	$529,044	+37.6%	5	before history	0.20%
IVOO	VANGUARD S&P MID-CAP 400 INDEX FUND	Reduced	4,000	-8	$521,600	+13.8%	5	before history	0.20%
JNJ	Johnson & Johnson Healthcare	Reduced	1,922	-104	$488,130	−1.4%	4	$178.56	0.19%
ESGV	VANGUARD ESG U.S. STOCK ETF	Added	3,451	+7	$456,360	+18.0%	5	before history	0.18%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	1,221	-317	$451,818	−8.4%	5	before history	0.17%
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	Held	2,787	0	$430,006	+5.8%	5	before history	0.17%
NVDA	Nvidia Corp Technology	Reduced	2,077	-39	$415,586	+12.6%	5	before history	0.16%
TT	Trane Technologies plc Industrials	Held	829	0	$407,171	+17.9%	5	before history	0.16%
XJH	iShares ESG Select Screened S&P Mid-Cap ETF	Reduced	7,449	-126	$388,465	+13.0%	3	unpriced	0.15%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	5,255	-353	$374,418	+4.2%	5	before history	0.14%
GLW	Corning Inc Technology	Held	1,416	0	$361,688	+87.9%	2	$120.60	0.14%
CSCO	Cisco Systems, Inc. Technology	Reduced	2,869	-460	$336,992	+30.5%	4	$68.20	0.13%
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	Held	13,146	0	$335,485	−0.4%	5	before history	0.13%

Showing the top 50 of 82 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.