§ 13F · FUND PROFILE
Thrive Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $619.3T (13F)Positions · 229Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 4.92M | $160.6T | 23.6% | −1% |
| 2 | VTV | VANGUARD INDEX FDS | 832K | $158.9T | 23.3% | +4% |
| 3 | SPY | SPDR S&P 500 ETF TR | 33K | $22.4T | 3.3% | −2% |
| 4 | AAPL | APPLE INC | 56K | $15.3T | 2.3% | −2% |
| 5 | VUG | VANGUARD INDEX FDS | 30K | $14.8T | 2.2% | −2% |
| 6 | INTF | ISHARES TR | 343K | $13.0T | 1.9% | +2% |
| 7 | MDY | SPDR S&P MIDCAP 400 ETF TR | 18K | $11.0T | 1.6% | −15% |
| 8 | VOO | VANGUARD INDEX FDS | 16K | $10.1T | 1.5% | ±0% |
| 9 | VONE | VANGUARD SCOTTSDALE FDS | 32K | $9.9T | 1.5% | ±0% |
| 10 | MSFT | MICROSOFT CORP | 20K | $9.8T | 1.4% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE THRIVE SIGNAL
AC read
Thrive Wealth Management, LLC is a Other fund managing $619327.8 trillion in assets. The fund runs a broad portfolio of 229 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed