Thrive Wealth Management, LLC
Thrive Wealth Management, LLC reported 260 positions worth $787.1M as of June 30, 2026 (13F filed July 7, 2026). Largest holding: VTV (24.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTV | SH | $189.4M | 24.06% | 869,143 | — | — | |
| ▸ 2 | SCHG | SH | $183.8M | 23.35% | 5,430,697 | — | — | |
| ▸ 3 | SPY | SH | $24.3M | 3.09% | 32,564 | — | — | |
| ▸ 4 | INTF | SH | $20.9M | 2.65% | 509,257 | — | — | |
| ▸ 5 | AAPL | SH | $16.8M | 2.13% | 58,074 | — | — | |
| ▸ 6 | VUG | SH | $16.7M | 2.12% | 193,880 | — | — | |
| ▸ 7 | MDY | SH | $12.7M | 1.61% | 18,001 | — | — | |
| ▸ 8 | VOO | SH | $11.4M | 1.45% | 16,561 | — | — | |
| ▸ 9 | SCHF | SH | $10.6M | 1.35% | 384,011 | — | — | |
| ▸ 10 | VB | SH | $10.4M | 1.33% | 34,451 | — | — |
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Frequently Asked Questions
What stocks does Thrive Wealth Management, LLC hold as of Q2 2026?
Thrive Wealth Management, LLC reported 260 positions worth $787.1M in its Q2 2026 13F filing. Largest positions: VTV (24.1%), SCHG (23.3%), SPY (3.1%), INTF (2.6%) and AAPL (2.1%).
What did Thrive Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Thrive Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.