Institutional Fund
Tribridge Partners Financial LLC
Columbia, MDCIK 20836774 filings on record
Portfolio Value
$241.66M
Q1 2026
Holdings
80
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+1.4%
from $238.38M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Capital Group Growth ETF11.0%
- Vanguard Index Fds10.0%
- Capital Group Conservative E9.8%
- Vanguard Index Fds7.2%
- Vanguard Index Fds6.8%
- Capital Grp Fixed Incm ETF T6.4%
- Other48.7%
Portfolio Holdings
80 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Capital Group Growth ETF | 655.5K | $26.49M | 11.0% | +23.0K | Added |
| 2 | Vanguard Index Fds | 40.3K | $24.28M | 10.0% | +1.0K | Added |
| 3 | Capital Group Conservative E | 794.0K | $23.68M | 9.8% | +36.0K | Added |
| 4 | Vanguard Index Fds | 60.2K | $17.45M | 7.2% | +2.1K | Added |
| 5 | Vanguard Index Fds | 62.1K | $16.45M | 6.8% | +2.0K | Added |
| 6 | Capital Grp Fixed Incm ETF T | 692.8K | $15.51M | 6.4% | +14.2K | Added |
| 7 | Vanguard Star Fds | 190.6K | $14.77M | 6.1% | +9.6K | Added |
| 8 | Vanguard Bd Index Fds | 198.5K | $14.61M | 6.0% | +2.5K | Added |
| 9 | Capital Group Intl Focus Eqt | 442.5K | $13.08M | 5.4% | +17.9K | Added |
| 10 | Vanguard Bd Index Fds | 137.3K | $10.74M | 4.4% | −520 | Reduced |
70 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio