account_balance
Investment manager · 13F filer · SEC CIK 1847610
Thrive Wealth Management, LLC
Reported value$794Mas of Sep 30, 2026
Positions256 19 new, 17 sold out
Top 10 weight63.9%SCHG alone is 25%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHGSchwab Strategic Tr
24.7%
VTVVanguard Index FDS
23.3%
SPYSPDR S&P 500 ETF Trust
3.1%
INTFiShares Tr
2.6%−3%
AAPLApple Inc.
2.4%
VUGVanguard Index FDS
2.3%+2%
VOOVanguard Index FDS
1.5%
MDYSPDR S&P Midcap 400 ETF Trust
1.4%
SCHFSchwab Strategic Tr
1.4%
NVDANVIDIA Corp
1.3%
VONEVanguard Scottsdale FDS
1.3%
MSFTMicrosoft Corp
1.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHG Schwab Strategic Tr 24.7% Held
VTV Vanguard Index FDS 23.3% Held
SPY SPDR S&P 500 ETF Trust 3.1% HeldINTF iShares Tr 2.6% Trimmed −3%
AAPL Apple Inc. 2.4% HeldVUG Vanguard Index FDS 2.3% Added +2%
VOO Vanguard Index FDS 1.5% Added +3%
MDY SPDR S&P Midcap 400 ETF Trust 1.4% Trimmed −5%SCHF Schwab Strategic Tr 1.4% Added +3%
NVDA NVIDIA Corp 1.3% Added +10%VONE Vanguard Scottsdale FDS 1.3% Held
MSFT Microsoft Corp 1.3% HeldWhat changed
Biggest moves since Jun 30, 2026
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