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TPF

Tribridge Partners Financial Portfolio holdings

AUM $255M
1-Year Est. Return 14.36%
This Fund
S&P 500
This Quarter Est. Return
+8.23%
1 Year Est. Return
+14.36%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$170M
AUM Growth
–
Cap. Flow
+$161M
Cap. Flow %
94.51%
Top 10 Hldgs %
73.74%
Holding
60
New
60
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
CGGR icon
Capital Group Growth ETF
CGGR
+$18.7M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$16.8M
3
CGCV
Capital Group Conservative Equity ETF
CGCV
+$14.7M
4
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$11.5M
5
BND icon
Vanguard Total Bond Market
BND
+$10.8M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 3.35%
2 Industrials 0.75%
3 Consumer Discretionary 0.73%
4 Energy 0.52%
5 Financials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
26
Home Depot
HD
$355B
$569K 0.33%
+1,551
New +$561K
IBM icon
27
IBM
IBM
$224B
$472K 0.28%
+1,600
New +$412K
VSGX icon
28
Vanguard ESG International Stock ETF
VSGX
$6.74B
$468K 0.27%
+7,138
New +$440K
IJR icon
29
iShares Core S&P Small-Cap ETF
IJR
$112B
$450K 0.26%
+4,118
New +$426K
CGUS icon
30
Capital Group Core Equity ETF
CGUS
$11.9B
$446K 0.26%
+12,065
New +$411K
VTEB icon
31
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.3B
$444K 0.26%
+9,061
New +$443K
XVV icon
32
iShares ESG Screened S&P 500 ETF
XVV
$674M
$441K 0.26%
+9,250
New +$406K
VSS icon
33
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
$375K 0.22%
+2,787
New +$344K
V icon
34
Visa
V
$677B
$368K 0.22%
+1,037
New +$361K
TT icon
35
Trane Technologies
TT
$106B
$364K 0.21%
+833
New +$329K
VTI icon
36
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$352K 0.21%
+1,159
New +$326K
SMTH icon
37
ALPS Smith Core Plus Bond ETF
SMTH
$2.99B
$348K 0.2%
+13,461
New +$345K
JPM icon
38
JPMorgan Chase
JPM
$950B
$345K 0.2%
+1,191
New +$304K
SPAB icon
39
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.77B
$343K 0.2%
+13,401
New +$339K
ESGV icon
40
Vanguard ESG US Stock ETF
ESGV
$13.6B
$341K 0.2%
+3,106
New +$313K
VEA icon
41
Vanguard FTSE Developed Markets ETF
VEA
$236B
$327K 0.19%
+5,744
New +$308K
IWV icon
42
iShares Russell 3000 ETF
IWV
$20.3B
$322K 0.19%
+918
New +$298K
VTES icon
43
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.08B
$320K 0.19%
+3,173
New +$318K
IVV icon
44
iShares Core S&P 500 ETF
IVV
$902B
$312K 0.18%
+502
New +$288K
LIN icon
45
Linde
LIN
$226B
$285K 0.17%
+607
New +$277K
GOOGL icon
46
Alphabet (Google) Class A
GOOGL
$4.33T
$266K 0.16%
+1,511
New +$247K
NVDA icon
47
NVIDIA
NVDA
$5.42T
$256K 0.15%
+1,621
New +$204K
WMT icon
48
Walmart Inc
WMT
$890B
$254K 0.15%
+2,595
New +$247K
SCHF icon
49
Schwab International Equity ETF
SCHF
$68.7B
$253K 0.15%
+11,459
New +$239K
IWF icon
50
iShares Russell 1000 Growth ETF
IWF
$128B
$251K 0.15%
+2,368
New +$226K
1
2
3

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2
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LRIC
Long Road Investment Counsel Kalamazoo, Michigan $255M AUM 12.85% 1-Year Est. Return
WWM
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KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
IGM
Incline Global Management New York $255M AUM 7.23% 1-Year Est. Return
LIA
LifePlan Investment Advisors Raleigh, North Carolina $254M AUM 17.26% 1-Year Est. Return
CIA
Corigliano Investment Advisers Raleigh, North Carolina $256M AUM 54.89% 1-Year Est. Return

Tribridge Partners Financial's Q2 2025 Portfolio in Review

Q2 2025 is the first quarter with a 13F filing on record for Tribridge Partners Financial, which disclosed 60 positions worth $170M. Its ten largest holdings account for 74% of the portfolio.

Its largest position is Capital Group Growth ETF: 513,617 shares worth $20.9M.

By sector, the portfolio is most concentrated in Technology at 3.3% of assets, followed by Industrials and Consumer Discretionary.

  • Tribridge Partners Financial's largest Q2 2025 buy was Capital Group Growth ETF: 513,617 shares worth $20.9M.
  • Tribridge Partners Financial's ten largest holdings make up 74% of its $170M portfolio in Q2 2025.
  • Tribridge Partners Financial disclosed 60 positions in Q2 2025, its first 13F filing on record.

Based on Tribridge Partners Financial's 13F filing for Q2 2025, filed 27 Aug 2025.