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
According to SEC Form 13F-HR filings in this corpus, Tribridge Partners Financial LLC ranks #353 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q2 2025 the reported book is $170K across 60 positions, a moderately concentrated portfolio.
- $170K
- reported 13F value
- 60
- disclosed positions
- 12.3%
- in CAPITAL GROUP GROWTH E
- #353
- of 360 filers
Top-5 share 45.6% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Tribridge Partners Financial LLC ranks #353 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Tribridge Partners Financial LLC sits by disclosed position count
Tribridge Partners Financial LLC reports 60 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Tribridge Partners Financial LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
60 247th of 360 higher than 113 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Tribridge Partners Financial LLC reports $0B across 60 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2083677 · Q2 2025 $0M book
BOOK-LIGHT · POS-FOCUS · CONC-HEAVY · LEAD-HEAVY · NEAR-PEER · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #353/360
- POS-FOCUS 60 names
- CONC-HEAVY 46% top-5
- LEAD-HEAVY 12.3% top
- NEAR-PEER Old North State Trust,
- TREND-FLAT Book steady
- FY-SNAPSHOT Q2 2025
Photo-finish peer on reported book: Old North State Trust, LLC
Read with: Ownership concentration guide - Tribridge Partners Financial LLC's top-five positions weigh 46% of its reported book — read concentration before inferring strategy.
Reported-book neighbourhood · Tribridge Partners Financial LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$170K decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
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)
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.
- Where does Tribridge Partners Financial LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Tribridge Partners Financial LLC ranks #353 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- 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.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Tribridge Partners Financial LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($170K here).
Similar holding count
Nearest filers by number of disclosed positions (60 here).
Using this filing
- The rankings sort every tracked filer the same way Tribridge Partners Financial LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Old North State Trust, LLC reported the nearest book value ($164K) this quarter, a useful scale comparison for Tribridge Partners Financial LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 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.
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.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.