§ 13F · FUND PROFILE
Tribridge Partners Financial LLC.
AUM · $255M (13F)Positions · 82Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CGGR | CAPITAL GROUP GROWTH ETF | 628K | $28M | 11.0% | −4% |
| 2 | VOO | VANGUARD INDEX FDS | 39K | $27M | 10.4% | −3% |
| 3 | CGCV | CAPITAL GROUP CONSERVATIVE E | 783K | $26M | 10.2% | −1% |
| 4 | VO | VANGUARD INDEX FDS | 232K | $19M | 7.4% | +286% |
| 5 | VB | VANGUARD INDEX FDS | 61K | $18M | 7.1% | −2% |
| 6 | VXUS | VANGUARD STAR FDS | 185K | $16M | 6.1% | −3% |
| 7 | CGCP | CAPITAL GRP FIXED INCM ETF T | 685K | $15M | 5.9% | −1% |
| 8 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 429K | $14M | 5.6% | −3% |
| 9 | BND | VANGUARD BD INDEX FDS | 196K | $14M | 5.6% | −1% |
| 10 | BSV | VANGUARD BD INDEX FDS | 136K | $11M | 4.1% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRIBRIDGE SIGNAL
AC read
Tribridge Partners Financial LLC is a Other fund managing $255 million in assets. The fund runs a portfolio of 82 positions.
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