Thrive Wealth Management, LLC
All 13F Filings
- Location
- Audubon, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 787,138
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/7/2026 | 260 | 787,138 | 13F-HR | Thrive Wealth Management, LLC |
| Q1 2026 | 4/9/2026 | 231 | 670,852 | 13F-HR | Thrive Wealth Management, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
10.03 K
(1.3% of total reported value)
· QoQ Δ:
+10.03 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 181.7 K | 23.4% | 20.97 K | 0 | 20.97 K |
| ETFs | 595.4 K | 76.6% | 85.28 K | 0 | 85.28 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/7/2026
Total value ($000)
787,138
Holdings
260
QoQ value change ($000)
116,286
(17.3%)
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.