Tribridge Partners Financial LLC

Q1 2026 13F-HR Holdings

Location
Columbia, MD
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
80
Total value ($000)
$241,661
Net value change ($000)
+3,284 (1.4%)
New positions
4
Sold out positions
1
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VXUS 1,113 8.2%
VB 920 5.9%
VO 603 3.6%
CGCV 574 2.5%
CGXU 529 4.2%
VWO 315 3.5%
MRK 283 NEW
BNDX 280 3.0%
XOM 220 32.4%
CGUI 216 3.3%
Top Reduces (Value $000, Stocks/ETFs)
CGGR -1,637 -5.8%
MSFT -691 -19.9%
INTU -659 -36.2%
VOO -322 -1.3%
VUG -220 -100.0%
AMZN -100 -11.8%
CGDV -98 -2.5%
ISRG -77 -18.2%
V -77 -16.7%
SPGI -35 -14.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type