Reported book
$170K
13F equity value
Institutional filer · SEC 13F · Q2 2025
Tribridge Partners Financial LLC
The reported 13F portfolio of Tribridge Partners Financial LLC (CIK 2083677) - top holdings, how concentrated the book is, and what changed last quarter.
- $170K
- Reported book
- 60
- Positions
- #353
- of 360 filers
The verdict
Tribridge Partners Financial LLC runs a focused institutional book - $170K across 60 reported positions as of Q2 2025, a moderately concentrated portfolio.
- $170K
- reported 13F value
- 60
- disclosed positions
- 12.3%
- in CAPITAL GROUP GROWTH E
- #353
- of 360 filers
Reflects long US-equity positions reported to the SEC as of Q2 2025; 13F excludes shorts, cash, non-US and most derivatives, so this is not total AUM.
How to read this page
This page reconstructs an institutional manager's reported equity portfolio from its quarterly SEC Form 13F-HR filings. Any investment manager with at least $100 million in qualifying US-listed equity assets must file a 13F with the Securities and Exchange Commission within 45 days of each quarter-end, disclosing the long positions it held on the last day of that quarter. The "reported book" shown here is the total market value of those disclosed positions, it is not the firm's total assets under management, because 13F covers only long US-listed equities and a defined set of options and convertibles. Short positions, cash, private holdings, sovereign debt, most fixed income, non-US equities, and derivatives are all excluded by rule, so a manager's true economic exposure can differ materially from what appears here. "Positions" counts the distinct securities disclosed; "% of book" shows how much weight each holding carries. Treat these figures as a quarter-lagged snapshot for understanding how a manager is positioned - not as live holdings or investment advice. Each line traces back to a specific filing on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.
Positions
60
Disclosed securities
Top-5 weight
46%
Of reported book
Largest position
12.3%
CAPITAL GROUP GROW
Core + tail
Top-5 position weight
Top-5 position weight 45.6%
The five largest positions make up about 46% of Tribridge Partners Financial LLC's reported book as of Q2 2025.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | CAPITAL GROUP GROWTH ETF | $21K | 12.3% |
| 2 | VANGUARD INDEX FDS | $18K | 10.6% |
| 3 | CAPITAL GROUP CONSERVATIVE E | $16K | 9.1% |
| 4 | VANGUARD INDEX FDS | $12K | 7.2% |
| 5 | VANGUARD BD INDEX FDS | $11K | 6.4% |
| 6 | CAPITAL GRP FIXED INCM ETF T | $11K | 6.3% |
| 7 | VANGUARD INDEX FDS | $11K | 6.2% |
| 8 | VANGUARD STAR FDS | $10K | 5.8% |
| 9 | CAPITAL GROUP INTL FOCUS EQT | $9K | 5.1% |
| 10 | VANGUARD BD INDEX FDS | $8K | 4.7% |
| 11 | VANGUARD INTL EQUITY INDEX F | $7K | 3.8% |
| 12 | VANGUARD CHARLOTTE FDS | $7K | 3.8% |
| 13 | CAPITAL GROUP DIVIDEND VALUE | $4K | 2.5% |
| 14 | CAPITAL GRP FIXED INCM ETF T | $4K | 2.5% |
| 15 | MICROSOFT CORP | $3K | 2.0% |
| 16 | APPLE INC | $2K | 0.9% |
| 17 | CAPITAL GRP FIXED INCM ETF T | $1K | 0.7% |
| 18 | ISHARES TR | $1K | 0.6% |
| 19 | EXXON MOBIL CORP | $882 | 0.5% |
| 20 | UNION PAC CORP | $707 | 0.4% |
| 21 | CAPITAL GRP FIXED INCM ETF T | $700 | 0.4% |
| 22 | AMAZON COM INC | $667 | 0.4% |
| 23 | ISHARES TR | $641 | 0.4% |
| 24 | VANGUARD ADMIRAL FDS INC | $622 | 0.4% |
| 25 | VANGUARD ADMIRAL FDS INC | $579 | 0.3% |
Latest Quarter Trades · Q2 2025
New positions (60)
CAPITAL GROUP GROWTH $21K
VANGUARD S&P 500 ETF $18K
VANGUARD MID CAP ETF $12K
VANGUARD TOTAL BOND $11K
Reading Tribridge Partners Financial LLC's book
A concentrated core with a diversified tail.
- Open any holding to see who else owns it and how concentrated that stock is. Browse stocks
- Compare this manager against the largest 13F filers by book size. Top funds by AUM
- Remember 13F shows long positions only, not total AUM, shorts or non-US holdings. 13F limitations
Informational only, not investment advice. 13F is a 45-day-lagged quarterly snapshot; positions may have changed since the filing date.
Frequently Asked Questions
How big is Tribridge Partners Financial LLC's 13F portfolio?▼
Tribridge Partners Financial LLC reports $170K of long US-equity positions across 60 securities as of Q2 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
What is Tribridge Partners Financial LLC's largest position?▼
Tribridge Partners Financial LLC's largest reported position is CAPITAL GROUP GROWTH ETF at $21K, about 12.3% of its reported book as of Q2 2025.
What did Tribridge Partners Financial LLC trade last quarter?▼
In its Q2 2025 filing, Tribridge Partners Financial LLC opened 60 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Where does Tribridge Partners Financial LLC's holdings data come from?▼
Every figure renders live from Tribridge Partners Financial LLC's SEC Form 13F-HR filings in EDGAR, a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of quarter-end.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q2 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.