Thrive Wealth Management, LLC
All 13F Filings
- Location
- Audubon, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 680,720
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/12/2026 | 238 | 680,720 | 13F-HR | Thrive Wealth Management, LLC |
| Q3 2025 | 10/7/2025 | 240 | 662,973 | 13F-HR | Thrive Wealth Management, LLC |
| Q2 2025 | 7/9/2025 | 229 | 619,328 | 13F-HR | Thrive Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
234
(0.0% of total reported value)
· QoQ Δ:
+13
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 267.8 K | 39.4% | 2.857 K | 0 | 2.857 K |
| ETFs | 412.7 K | 60.6% | 14.87 K | 0 | 14.87 K |
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Fund Snapshot
Q4 2025
Latest filed
1/12/2026
Total value ($000)
680,720
Holdings
238
QoQ value change ($000)
17,747
(2.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.