Tribridge Partners Financial LLC

Q2 2026 13F-HR Holdings

Location
Columbia, MD
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
82
Total value ($000)
$255,197
Net value change ($000)
+13,536 (5.6%)
New positions
7
Sold out positions
5
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
CGCV 2,263 9.6%
VOO 2,244 9.2%
VB 1,611 9.8%
CGGR 1,528 5.8%
VO 1,373 7.9%
CGXU 1,187 9.1%
VUSB 1,050 NEW
VXUS 771 5.2%
AAPL 525 29.5%
IVV 522 165.2%
Top Reduces (Value $000, Stocks/ETFs)
XOM -898 -100.0%
BND -417 -2.9%
CGCP -401 -2.6%
INTU -326 -28.1%
VTIP -236 -100.0%
CGMS -233 -100.0%
CVX -209 -100.0%
WCN -208 -100.0%
CGDV -132 -3.4%
CGUI -97 -1.4%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type