THRYVE WEALTH MANAGEMENT LLC
All 13F Filings
- Location
- Irving, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 149,712
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 43 | 149,712 | 13F-HR | THRYVE WEALTH MANAGEMENT LLC |
| Q4 2025 | 2/25/2026 | 94 | 202,092 | 13F-HR | THRYVE WEALTH MANAGEMENT LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 18.6 K | 12.4% | 0 | 130.1 K | -130.1 K |
| ETFs | 123.6 K | 82.6% | 81.13 K | 0 | 81.13 K |
| Debt | 7.481 K | 5.0% | 396 | 0 | 396 |
| Other | 0 | 0.0% | 0 | 3.84 K | -3.84 K |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
149,712
Holdings
43
QoQ value change ($000)
-52,380
(-25.9%)
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.