§ 13F · FUND PROFILE
Thrive Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $663M (13F)Positions · 240Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 862K | $169M | 25.2% | +4% |
| 2 | SCHG | SCHWAB STRATEGIC TR | 5.32M | $155M | 23.1% | +8% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 32K | $21M | 3.1% | −12% |
| 4 | AAPL | APPLE INC | 57K | $14M | 2.2% | +1% |
| 5 | VUG | VANGUARD INDEX FDS | 32K | $14M | 2.1% | +6% |
| 6 | INTF | ISHARES TR | 342K | $13M | 2.0% | ±0% |
| 7 | MDY | STATE STR SPDR S&P MIDCAP 40 | 18K | $11M | 1.6% | −2% |
| 8 | VOO | VANGUARD INDEX FDS | 16K | $10M | 1.5% | +3% |
| 9 | VONE | VANGUARD SCOTTSDALE FDS | 31K | $9M | 1.4% | −2% |
| 10 | SCHF | SCHWAB STRATEGIC TR | 367K | $9M | 1.4% | +1% |
§ 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 $663 million in assets. The fund runs a broad portfolio of 240 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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