Filed: 8/27/2025ACC: 0002083677-25-000001
📋 What this filing means
TRIBRIDGE PARTNERS FINANCIAL LLC filed this quarterly 13F‑HR report disclosing 60 equity positions with a total reported market value of $170.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
60
Positions
$170.4K
Total AUM (reported)
3.19M
Total Shares
Allocation by class
SHS CREATION UNI$34.4K20.2%
S&P 500 ETF SHS$18.1K10.6%
SHS$16.4K9.6%
MID CAP ETF$12.2K7.2%
TOTAL BND MRKT$11.0K6.4%
CORE PLUS INCM$10.8K6.3%
SMALL CP ETF$10.6K6.2%
Portfolio Concentration
Top 3$54.5K32.0%
4–10$71.1K41.7%
11–25$33.6K19.7%
Rest$11.2K6.6%
Top 3 weight
32.0%
Top 10 weight
73.7%
Voting Authority Distribution
Total shares with voting rights: 3.19M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.19M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole60
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings60
Rows:
CAPITAL GROUP GROWTH ETF
SOLEShares513.62K
TypeSH
Market value$20.9K
12.25%
Sole
0.00
Shared
0.00
None
513.62K
VANGUARD INDEX FDS
SOLEShares31.89K
TypeSH
Market value$18.1K
10.63%
Sole
0.00
Shared
0.00
None
31.89K
CAPITAL GROUP CONSERVATIVE E
SOLEShares543.23K
TypeSH
Market value$15.5K
9.12%
Sole
0.00
Shared
0.00
None
543.23K
VANGUARD INDEX FDS
SOLEShares43.66K
TypeSH
Market value$12.2K
7.17%
Sole
0.00
Shared
0.00
None
43.66K
VANGUARD BD INDEX FDS
SOLEShares148.79K
TypeSH
Market value$11.0K
6.43%
Sole
0.00
Shared
0.00
None
148.79K
CAPITAL GRP FIXED INCM ETF T
SOLEShares478.43K
TypeSH
Market value$10.8K
6.32%
Sole
0.00
Shared
0.00
None
478.43K
VANGUARD INDEX FDS
SOLEShares44.53K
TypeSH
Market value$10.6K
6.19%
Sole
0.00
Shared
0.00
None
44.53K
VANGUARD STAR FDS
SOLEShares143.50K
TypeSH
Market value$9.9K
5.82%
Sole
0.00
Shared
0.00
None
143.50K
CAPITAL GROUP INTL FOCUS EQT
SOLEShares320.26K
TypeSH
Market value$8.7K
5.10%
Sole
0.00
Shared
0.00
None
320.26K
VANGUARD BD INDEX FDS
SOLEShares101.86K
TypeSH
Market value$8.0K
4.70%
Sole
0.00
Shared
0.00
None
101.86K
VANGUARD INTL EQUITY INDEX F
SOLEShares132.02K
TypeSH
Market value$6.5K
3.83%
Sole
0.00
Shared
0.00
None
132.02K
VANGUARD CHARLOTTE FDS
SOLEShares131.34K
TypeSH
Market value$6.5K
3.82%
Sole
0.00
Shared
0.00
None
131.34K
CAPITAL GROUP DIVIDEND VALUE
SOLEShares110.11K
TypeSH
Market value$4.3K
2.55%
Sole
0.00
Shared
0.00
None
110.11K
CAPITAL GRP FIXED INCM ETF T
SOLEShares168.24K
TypeSH
Market value$4.2K
2.49%
Sole
0.00
Shared
0.00
None
168.24K
MICROSOFT CORP
SOLEShares6.90K
TypeSH
Market value$3.4K
2.01%
Sole
0.00
Shared
0.00
None
6.90K
APPLE INC
SOLEShares7.53K
TypeSH
Market value$1.5K
0.91%
Sole
0.00
Shared
0.00
None
7.53K
CAPITAL GRP FIXED INCM ETF T
SOLEShares41.94K
TypeSH
Market value$1.1K
0.66%
Sole
0.00
Shared
0.00
None
41.94K
ISHARES TR
SOLEShares13.88K
TypeSH
Market value$1.1K
0.62%
Sole
0.00
Shared
0.00
None
13.88K
EXXON MOBIL CORP
SOLEShares8.19K
TypeSH
Market value$882.00
0.52%
Sole
0.00
Shared
0.00
None
8.19K
UNION PAC CORP
SOLEShares3.07K
TypeSH
Market value$707.00
0.41%
Sole
0.00
Shared
0.00
None
3.07K
CAPITAL GRP FIXED INCM ETF T
SOLEShares26.85K
TypeSH
Market value$700.00
0.41%
Sole
0.00
Shared
0.00
None
26.85K
AMAZON COM INC
SOLEShares3.04K
TypeSH
Market value$667.00
0.39%
Sole
0.00
Shared
0.00
None
3.04K
ISHARES TR
SOLEShares10.33K
TypeSH
Market value$641.00
0.38%
Sole
0.00
Shared
0.00
None
10.33K
VANGUARD ADMIRAL FDS INC
SOLEShares5.92K
TypeSH
Market value$622.00
0.37%
Sole
0.00
Shared
0.00
None
5.92K
VANGUARD ADMIRAL FDS INC
SOLEShares5.71K
TypeSH
Market value$579.00
0.34%
Sole
0.00
Shared
0.00
None
5.71K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 513.62K | SH | $20.9K 12.25% | 0.00 | 0.00 | 513.62K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 31.89K | SH | $18.1K 10.63% | 0.00 | 0.00 | 31.89K |
CAPITAL GROUP CONSERVATIVE ESOLE | SHS | 543.23K | SH | $15.5K 9.12% | 0.00 | 0.00 | 543.23K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 43.66K | SH | $12.2K 7.17% | 0.00 | 0.00 | 43.66K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 148.79K | SH | $11.0K 6.43% | 0.00 | 0.00 | 148.79K |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE PLUS INCM | 478.43K | SH | $10.8K 6.32% | 0.00 | 0.00 | 478.43K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 44.53K | SH | $10.6K 6.19% | 0.00 | 0.00 | 44.53K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 143.50K | SH | $9.9K 5.82% | 0.00 | 0.00 | 143.50K |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 320.26K | SH | $8.7K 5.10% | 0.00 | 0.00 | 320.26K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 101.86K | SH | $8.0K 4.70% | 0.00 | 0.00 | 101.86K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 132.02K | SH | $6.5K 3.83% | 0.00 | 0.00 | 132.02K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 131.34K | SH | $6.5K 3.82% | 0.00 | 0.00 | 131.34K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 110.11K | SH | $4.3K 2.55% | 0.00 | 0.00 | 110.11K |
CAPITAL GRP FIXED INCM ETF TSOLE | ULTRA SHORT INCO | 168.24K | SH | $4.2K 2.49% | 0.00 | 0.00 | 168.24K |
MICROSOFT CORPSOLE | COM | 6.90K | SH | $3.4K 2.01% | 0.00 | 0.00 | 6.90K |
APPLE INCSOLE | COM | 7.53K | SH | $1.5K 0.91% | 0.00 | 0.00 | 7.53K |
CAPITAL GRP FIXED INCM ETF TSOLE | MUNICIPAL INCOME | 41.94K | SH | $1.1K 0.66% | 0.00 | 0.00 | 41.94K |
ISHARES TRSOLE | CORE MSCI INTL | 13.88K | SH | $1.1K 0.62% | 0.00 | 0.00 | 13.88K |
EXXON MOBIL CORPSOLE | COM | 8.19K | SH | $882.00 0.52% | 0.00 | 0.00 | 8.19K |
UNION PAC CORPSOLE | COM | 3.07K | SH | $707.00 0.41% | 0.00 | 0.00 | 3.07K |
CAPITAL GRP FIXED INCM ETF TSOLE | SHORT DURATION M | 26.85K | SH | $700.00 0.41% | 0.00 | 0.00 | 26.85K |
AMAZON COM INCSOLE | COM | 3.04K | SH | $667.00 0.39% | 0.00 | 0.00 | 3.04K |
ISHARES TRSOLE | CORE S&P MCP ETF | 10.33K | SH | $641.00 0.38% | 0.00 | 0.00 | 10.33K |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 IDX | 5.92K | SH | $622.00 0.37% | 0.00 | 0.00 | 5.92K |
VANGUARD ADMIRAL FDS INCSOLE | SMLLCP 600 IDX | 5.71K | SH | $579.00 0.34% | 0.00 | 0.00 | 5.71K |
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