Tribridge Partners Financial LLC

CIK 0002083677 · COLUMBIA, MD · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source

Tribridge Partners Financial LLC reported 82 positions worth $255.2M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: CGGR (11.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$255.2M
2026 Q2
Positions
82
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
73.3%
Est. Net Flow (Q)
2026 Q2
10 / 82 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1CGGRCAPITAL GROUP GROWTH ETFSH$28.0M10.98%628,455
2VOOVANGUARD INDEX FDSSH$26.5M10.39%39,046
3CGCVCAPITAL GROUP CONSERVATIVE ESH$25.9M10.17%783,414
4VOVANGUARD INDEX FDSSH$18.8M7.38%232,373
5VBVANGUARD INDEX FDSSH$18.1M7.08%60,827
6VXUSVANGUARD STAR FDSSH$15.5M6.09%185,459
7CGCPCAPITAL GRP FIXED INCM ETF TSH$15.1M5.92%685,314
8CGXUCAPITAL GROUP INTL FOCUS EQTSH$14.3M5.59%429,116
9BNDVANGUARD BD INDEX FDSSH$14.2M5.56%195,853
10BSVVANGUARD BD INDEX FDSSH$10.6M4.14%136,183

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Tribridge Partners Financial LLC hold as of Q2 2026?

Tribridge Partners Financial LLC reported 82 positions worth $255.2M in its Q2 2026 13F filing. Largest positions: CGGR (11.0%), VOO (10.4%), CGCV (10.2%), VO (7.4%) and VB (7.1%).

What did Tribridge Partners Financial LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Tribridge Partners Financial 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.