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13F holdings · Q2 2026

Tribridge Partners Financial

Columbia, MD · files as Tribridge Partners Financial LLC
Holdings as of Jun 30, 2026Filed Aug 4, 2026Next filing due Nov 16, 2026CIK 2083677

Tribridge Partners Financial reported 82 stocks worth $255M in its 13F filing for Q2 2026, filed Aug 4, 2026. Its largest holdings are CGGR (11.0%), VOO (10.4%) and CGCV (10.2%). Compared with Q1 2026, the fund opened new positions in VUSB, XJR and VUG, added to VO, BNDX and CGMU, trimmed CGGR, VOO and CGCV and sold out of XOM, VTIP and CGMS.

Reported value$255M+5.6% vs last quarter
Stocks held827 new · 5 sold out
Top 5 weight46.0%fairly concentrated
Turnover10%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 5 qtrsHeld
1
CGGR
Capital Group Growth
$28M11.0%628K−27K (−4%)5 of 5
2
VOO
Vanguard S&P 500 ETF
$26.5M10.4%39K−1,219 (−3%)5 of 5
3
CGCV
Capital Group Conservative E
$25.9M10.2%783K−11K (−1%)5 of 5
4
VO
Vanguard Index Fds
$18.8M7.4%232K+172K (+286%)5 of 5
5
VB
Vanguard Index Fds
$18.1M7.1%61K−1,318 (−2%)5 of 5
6
VXUS
Vanguard Star Fds
$15.5M6.1%185K−5,153 (−3%)5 of 5
7
CGCP
Capital Group Core Plus Income ETF
$15.1M5.9%685K−7,478 (−1%)5 of 5
8
CGXU
Capital Group Intrtnl
$14.3M5.6%429K−13K (−3%)5 of 5
9
BND
Vanguard BD Index Fds
$14.2M5.6%196K−2,683 (−1%)5 of 5
10
BSV
Vanguard Short-Term Bond ETF
$10.6M4.1%136K−1,075 (−1%)5 of 5
🔒 72 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
XOM
Exxon Mobil Corp
$898K5,590
VTIP
Vanguard Shrt Inf Prot
$236K4,712
CGMS
Capital Group U S Multi
$233K8,517
CVX
Chevron Corp New
$209K1,050
WCN
Waste Connections Inc
$208K1,250

Reported value

last 5 quarters
$170KQ2 '25
$218MQ3 '25
$238MQ4 '25
$242MQ1 '26
$255MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 4, 202613F-HRQ2 2026SEC filing ↗

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Tribridge Partners Financial 13F FAQ

What does Tribridge Partners Financial own?

Tribridge Partners Financial reported 82 stocks worth $255M in its 13F filing for Q2 2026, filed Aug 4, 2026. Its largest holdings are CGGR (11.0%), VOO (10.4%) and CGCV (10.2%). The table above lists every position in the filing (the top 10 without an account).

What did Tribridge Partners Financial buy and sell in Q2 2026?

Compared with Q1 2026: 7 new positions, 14 added to, 34 trimmed and 5 sold out. New positions include VUSB, XJR and VUG. It sold all of XOM, VTIP and CGMS.

When will Tribridge Partners Financial file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Tribridge Partners Financial's portfolio worth?

The Q2 2026 filing reports $255M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.