§ 13F · FUND PROFILE
Tribridge Partners Financial LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $218M (13F)Positions · 71Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$906K 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 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CGGR | CAPITAL GROUP GROWTH ETF | 655K | $26M | 11.0% | +4% |
| 2 | VOO | VANGUARD INDEX FDS | 40K | $24M | 10.0% | +3% |
| 3 | CGCV | CAPITAL GROUP CONSERVATIVE E | 794K | $24M | 9.8% | +5% |
| 4 | VO | VANGUARD INDEX FDS | 60K | $17M | 7.2% | +4% |
| 5 | VB | VANGUARD INDEX FDS | 62K | $16M | 6.8% | +3% |
| 6 | CGCP | CAPITAL GRP FIXED INCM ETF T | 693K | $16M | 6.4% | +2% |
| 7 | VXUS | VANGUARD STAR FDS | 191K | $15M | 6.1% | +5% |
| 8 | BND | VANGUARD BD INDEX FDS | 199K | $15M | 6.0% | +1% |
| 9 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 443K | $13M | 5.4% | +4% |
| 10 | BSV | VANGUARD BD INDEX FDS | 137K | $11M | 4.4% | ±0% |
§ 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 $218 million in assets. The fund runs a portfolio of 71 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