Tribridge Partners Financial LLC
CIK 0002083677 · COLUMBIA, MD · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source ↗
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
Top Holdings
CGGR
CAPITAL GROUP GROWTH ETF
11.0%
VOO
VANGUARD INDEX FDS
10.4%
CGCV
CAPITAL GROUP CONSERVATIVE E
10.2%
VO
VANGUARD INDEX FDS
7.4%
VB
VANGUARD INDEX FDS
7.1%
VXUS
VANGUARD STAR FDS
6.1%
CGCP
CAPITAL GRP FIXED INCM ETF T
5.9%
CGXU
CAPITAL GROUP INTL FOCUS EQT
5.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.