Tribridge Partners Financial LLC

Q3 2026 13F-HR Holdings

Location
Columbia, MD
Holdings as of
9/30/2026
Date filed
11/9/2026
Form type
13F-HR
Num holdings
57
Total value ($000)
$128,922
Net value change ($000)
-126,275 (-49.5%)
New positions
4
Sold out positions
29
Turnover %
8.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AAPL 700 30.3%
MSFT 611 21.5%
XOM 399 NEW
GLD 323 NEW
RSP 234 NEW
SCHH 230 NEW
REGN 97 44.1%
INTU 95 11.4%
AMZN 83 10.4%
WMT 45 15.5%
Top Reduces (Value $000, Stocks/ETFs)
CGGR -14,562 -52.0%
CGCV -14,259 -55.0%
VOO -13,465 -50.8%
VB -10,155 -56.2%
VO -9,900 -52.6%
CGCP -8,006 -53.0%
VXUS -7,956 -51.2%
CGXU -7,463 -52.3%
BND -7,175 -50.6%
BNDX -5,503 -55.5%
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