13F-HR filed by Tribridge Partners Financial LLC
Tribridge Partners Financial LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-27, with 60 holding rows worth $170,382,000.
- Accession
- 0002083677-25-000001
- Filer
- CIK 2083677
- Filed
- 2025-08-27
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 60 entries on the cover page, a total value of $170,382,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $170,382,000 with VALUE read as thousands, detected and multiplied, 13F file number 028-25765. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| CAPITAL GROUP GROWTH ETF | 14020G101 | SHS CREAT UNIT | 513,617 | $20,879,000 | thousands, detected and multiplied | |
| Vanguard S&P 500 ETF | 922908363 | COM | 31,893 | $18,116,000 | thousands, detected and multiplied | |
| CAPITAL GROUP CONSERVATIVE E | 14020U100 | SHS | 543,225 | $15,536,000 | thousands, detected and multiplied | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 43,665 | $12,219,000 | thousands, detected and multiplied | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 148,792 | $10,956,000 | thousands, detected and multiplied | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y102 | CORE PLUS INCM | 478,431 | $10,765,000 | thousands, detected and multiplied | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 44,528 | $10,552,000 | thousands, detected and multiplied | |
| VANGUARD STAR FDS | 921909768 | COM | 143,497 | $9,914,000 | thousands, detected and multiplied | |
| CAPITAL GROUP INTL FOCUS EQT | 14019W109 | SHS CREAT UNIT | 320,257 | $8,689,000 | thousands, detected and multiplied | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 101,860 | $8,016,000 | thousands, detected and multiplied | |
| VWO | 922042858 | SHS | 132,021 | $6,530,000 | thousands, detected and multiplied | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 131,341 | $6,503,000 | thousands, detected and multiplied | |
| CAPITAL GROUP DIVIDEND VALUE | 14020W106 | SHS CREAT UNIT | 110,113 | $4,348,000 | thousands, detected and multiplied | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y888 | ULTRA SHORT ETF | 168,237 | $4,245,000 | thousands, detected and multiplied | |
| Microsoft Corp | 594918104 | COM | 6,901 | $3,433,000 | thousands, detected and multiplied | |
| Apple Inc | 037833100 | COM | 7,525 | $1,544,000 | thousands, detected and multiplied | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y201 | MUN INM ETF | 41,940 | $1,119,000 | thousands, detected and multiplied | |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 13,882 | $1,056,000 | thousands, detected and multiplied | |
| EXXON MOBIL CORP | 30231G102 | COM | 8,186 | $882,000 | thousands, detected and multiplied | |
| Union Pacific Corporation | 907818108 | COM | 3,071 | $707,000 | thousands, detected and multiplied | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y607 | SHOR DUR MUN ETF | 26,848 | $700,000 | thousands, detected and multiplied | |
| Amazon.com, Inc | 023135106 | COM | 3,041 | $667,000 | thousands, detected and multiplied | |
| IJH | 464287507 | COM | 10,332 | $641,000 | thousands, detected and multiplied | |
| Vanguard S&P Mid-Cap 400 ETF | 921932885 | SHS | 5,924 | $622,000 | thousands, detected and multiplied | |
| VANGUARD S&P SMALL-CAP 600 ETF | 921932828 | ETF | 5,715 | $579,000 | thousands, detected and multiplied | |
| Home Depot, Inc | 437076102 | COM | 1,551 | $569,000 | thousands, detected and multiplied | |
| International Business Machines Corporation | 459200101 | COM | 1,600 | $472,000 | thousands, detected and multiplied | |
| Vanguard ESG International Stock ETF | 921910725 | SHS | 7,138 | $468,000 | thousands, detected and multiplied | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 4,118 | $450,000 | thousands, detected and multiplied | |
| CAPITAL GROUP CORE EQUITY ET | 14020V108 | SHS CREAT UNIT | 12,065 | $446,000 | thousands, detected and multiplied | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 9,061 | $444,000 | thousands, detected and multiplied | |
| ISHARES ESG SELECT SCREENED S&P 500 ETF | 46436E569 | ETF | 9,250 | $441,000 | thousands, detected and multiplied | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 2,787 | $375,000 | thousands, detected and multiplied | |
| Visa Inc | 92826C839 | COM | 1,037 | $368,000 | thousands, detected and multiplied | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 833 | $364,000 | thousands, detected and multiplied | |
| VTI | 922908769 | COM | 1,159 | $352,000 | thousands, detected and multiplied | |
| ALPS ETF TR | 00162Q346 | SMITH CORE PLUS | 13,461 | $348,000 | thousands, detected and multiplied | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,191 | $345,000 | thousands, detected and multiplied | |
| SPDR SERIES TRUST | 78464A649 | ST STR AGGRE ETF | 13,401 | $343,000 | thousands, detected and multiplied | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 3,106 | $341,000 | thousands, detected and multiplied | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 5,744 | $327,000 | thousands, detected and multiplied | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 918 | $322,000 | thousands, detected and multiplied | |
| VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | 921935870 | ETF | 3,173 | $320,000 | thousands, detected and multiplied | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 502 | $312,000 | thousands, detected and multiplied | |
| Linde plc | G54950103 | COM | 607 | $285,000 | thousands, detected and multiplied | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,511 | $266,000 | thousands, detected and multiplied | |
| NVIDIA Corp | 67066G104 | COM | 1,621 | $256,000 | thousands, detected and multiplied | |
| Walmart Inc. | 931142103 | COM | 2,595 | $254,000 | thousands, detected and multiplied | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 11,459 | $253,000 | thousands, detected and multiplied | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 592 | $251,000 | thousands, detected and multiplied | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 2,797 | $250,000 | thousands, detected and multiplied | |
| iShares TIPS Bond ETF | 464287176 | SHS | 2,073 | $228,000 | thousands, detected and multiplied | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,269 | $225,000 | thousands, detected and multiplied | |
| CAPITAL GROUP INTERNATIONAL | 14021T102 | SHS | 7,668 | $223,000 | thousands, detected and multiplied | |
| AbbVie,Inc. | 00287Y109 | COM | 1,176 | $218,000 | thousands, detected and multiplied | |
| Vanguard Growth | 922908736 | COM | 498 | $218,000 | thousands, detected and multiplied | |
| Raytheon Technologies Corporation | 75513E101 | COM | 1,459 | $213,000 | thousands, detected and multiplied | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 384 | $209,000 | thousands, detected and multiplied | |
| SCHWAB STRATEGIC TR | 808524888 | INTL SCEQT ETF | 4,803 | $205,000 | thousands, detected and multiplied | |
| ALPS ETF TR | 00162Q411 | BBH INTER ETF | 7,996 | $203,000 | thousands, detected and multiplied |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002083677-25-000001 | this filing | 2025-08-27 | acceptance time not in the bulk data set |