account_balance

Investment manager · 13F filer · SEC CIK 2083677

Tribridge Partners Financial LLC

Reported value$129Mas of Sep 30, 2026
Positions57 4 new, 29 sold out
Top 10 weight68.7%CGGR alone is 10%
FiledNov 940 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
CGGR Capital Group Growth ETF 10.4% Trimmed −53%
VOO Vanguard Index FDS 10.1% Trimmed −52%
CGCV Capital Group Conservative E 9.1% Trimmed −56%
VO Vanguard Index FDS 6.9% Trimmed −53%
VB Vanguard Index FDS 6.1% Trimmed −55%
VXUS Vanguard Star FDS 5.9% Trimmed −50%
CGCP Capital GRP Fixed Incm ETF T 5.5% Trimmed −52%
BND Vanguard Bd Index FDS 5.4% Trimmed −50%
CGXU Capital Group Intl Focus Eqt 5.3% Trimmed −49%
BSV Vanguard Bd Index FDS 3.9% Trimmed −52%
VWO Vanguard Intl Equity Index F 3.5% Trimmed −53%
BNDX Vanguard Charlotte FDS 3.4% Trimmed −55%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Aug 4, 2026 filing
add_circleNew
  • XOM $399K
  • GLD $323K
  • RSP $234K
  • SCHH $230K
arrow_upwardAdded
arrow_downwardTrimmed
  • CGUI −61%
  • CGCV −56%
  • VB −55%
  • BNDX −55%
remove_circleSold out
  • GOOG $631K
  • VSGX $622K
  • CGUS $604K
  • XVV $546K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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