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Disclosery

13F-HR filed by Tribridge Partners Financial LLC

Tribridge Partners Financial LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-22, with 71 holding rows worth $217,731,236.

Accession
0002083677-25-000003
Filer
CIK 2083677
Filed
2025-10-22
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 71 entries on the cover page, a total value of $217,731,236 stated on the cover page (in dollars after the unit check, H1), rows summing to $217,731,236 with VALUE read as dollars as filed, 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 filedCUSIPClassAmountValueValue read asType
CAPITAL GROUP GROWTH ETF14020G101SHS CREAT UNIT596,424$26,385,806dollars as filed
Vanguard S&P 500 ETF922908363COM37,367$22,990,223dollars as filed
CAPITAL GROUP CONSERVATIVE E14020U100SHS693,964$20,957,713dollars as filed
Vanguard Mid-Cap ETF922908629SHS54,336$16,003,728dollars as filed
Vanguard Small-Cap ETF922908751SHS56,131$14,398,649dollars as filed
CAPITAL GRP FIXED INCM ETF T14020Y102CORE PLUS INCM590,032$13,446,818dollars as filed
Vanguard Total Bond Market ETF921937835SHS173,772$12,928,617dollars as filed
VANGUARD STAR FDS921909768COM169,125$12,533,827dollars as filed
CAPITAL GROUP INTL FOCUS EQT14019W109SHS CREAT UNIT387,857$11,647,349dollars as filed
Vanguard Short-Term Bond ETF921937827SHS122,462$9,652,470dollars as filed
VWO922042858SHS161,433$8,825,559dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS169,554$8,377,676dollars as filed
CAPITAL GRP FIXED INCM ETF T14020Y888ULTRA SHORT ETF217,372$5,497,335dollars as filed
CAPITAL GROUP DIVIDEND VALUE14020W106SHS CREAT UNIT98,297$4,164,837dollars as filed
Microsoft Corp594918104COM7,191$3,708,872dollars as filed
Intuit Inc.461202103COM2,748$1,873,751dollars as filed
CAPITAL GRP FIXED INCM ETF T14020Y201MUN INM ETF63,816$1,737,707dollars as filed
Apple Inc037833100COM6,595$1,695,772dollars as filed
CAPITAL GRP FIXED INCM ETF T14020Y607SHOR DUR MUN ETF45,628$1,203,210dollars as filed
ISHARES TR46435G326CORE MSCI INTL13,882$1,121,666dollars as filed
Amazon.com, Inc023135106COM3,681$818,691dollars as filed
VANGUARD SHORT-TERM TAX EXEMPT BOND ETF921935870ETF7,845$797,366dollars as filed
IJH464287507COM11,371$745,596dollars as filed
EXXON MOBIL CORP30231G102COM5,630$626,563dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF12,329$616,327dollars as filed
Starbucks Corporation855244109COM6,942$602,010dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,058$507,153dollars as filed
Vanguard ESG International Stock ETF921910725SHS7,138$500,231dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS4,065$485,930dollars as filed
CAPITAL GROUP CORE EQUITY ET14020V108SHS CREAT UNIT12,065$480,911dollars as filed
ISHARES ESG SELECT SCREENED S&P 500 ETF46436E569ETF9,250$478,318dollars as filed
Vanguard S&P Mid-Cap 400 ETF921932885SHS4,177$463,282dollars as filed
VANGUARD S&P SMALL-CAP 600 ETF921932828ETF4,081$454,115dollars as filed
Visa Inc92826C839COM1,311$453,540dollars as filed
Vanguard FTSE All-World ex-US Small-Cap ETF922042718SHS2,787$398,736dollars as filed
VTI922908769COM1,162$383,216dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,511$371,238dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS3,106$370,080dollars as filed
JPMorgan Chase & Co46625H100COM1,191$366,292dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS5,858$354,409dollars as filed
ALPS ETF TR00162Q346SMITH CORE PLUS13,461$352,947dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock833$352,800dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF918$349,363dollars as filed
SPDR SERIES TRUST78464A649ST STR AGGRE ETF13,401$346,550dollars as filed
Johnson & Johnson478160104COM1,788$332,532dollars as filed
Intuitive Surgical,Inc.46120E602COM746$330,485dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS480$322,800dollars as filed
MasterCard, Inc57636Q104COM558$322,150dollars as filed
NVIDIA Corp67066G104COM1,621$306,191dollars as filed
FASTENAL CO COM311900104Stock6,060$291,910dollars as filed
VANGUARD MUN BD FDS922907738INTERMEDIATE TRM2,872$287,573dollars as filed
Linde plcG54950103COM606$284,505dollars as filed
AbbVie,Inc.00287Y109COM1,176$278,195dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF11,459$269,630dollars as filed
Walmart Inc.931142103COM2,595$263,912dollars as filed
ISHARES TR464287465MSCI EAFE ETF2,797$263,729dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL4,393$243,724dollars as filed
Raytheon Technologies Corporation75513E101COM1,459$243,113dollars as filed
Vanguard Growth922908736COM498$240,673dollars as filed
CAPITAL GROUP INTERNATIONAL14021T102SHS7,668$238,475dollars as filed
ALPS ETF TR00162Q411BBH INTER ETF8,783$226,998dollars as filed
Cisco Systems,Inc.17275R102COM3,319$226,721dollars as filed
INVESCO QQQ TR46090E103COM374$226,543dollars as filed
iShares TIPS Bond ETF464287176SHS2,035$226,231dollars as filed
S&P Global,Inc.78409V104COM463$220,680dollars as filed
SCHWAB STRATEGIC TR808524888INTL SCEQT ETF4,803$218,921dollars as filed
Union Pacific Corporation907818108COM911$213,648dollars as filed
WASTE CONNECTIONS INC COM94106B101Stock1,205$208,501dollars as filed
SYNOPSYS INC COM871607107Stock441$207,775dollars as filed
REGENERON PHARMACEUTICALS COM75886F107Stock343$205,800dollars as filed
Vanguard Value ETF922908744SHS1,086$202,572dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002083677-25-000003this filing2025-10-22acceptance time not in the bulk data set