Filed: 10/22/2025ACC: 0002083677-25-000003
📋 What this filing means
TRIBRIDGE PARTNERS FINANCIAL LLC filed this quarterly 13F‑HR report disclosing 71 equity positions with a total reported market value of $217.73M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
71
Positions
$217.73M
Total AUM (reported)
3.87M
Total Shares
Allocation by class
SHS CREATION UNI$42.68M19.6%
S&P 500 ETF SHS$22.99M10.6%
SHS$21.83M10.0%
MID CAP ETF$16.00M7.4%
SMALL CP ETF$14.40M6.6%
CORE PLUS INCM$13.45M6.2%
TOTAL BND MRKT$12.93M5.9%
Portfolio Concentration
Top 3$70.33M32.3%
4–10$90.61M41.6%
11–25$41.81M19.2%
Rest$14.98M6.9%
Top 3 weight
32.3%
Top 10 weight
73.9%
Voting Authority Distribution
Total shares with voting rights: 3.87M
Sole
Full voting authority
3.87M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole71
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings71
Rows:
CAPITAL GROUP GROWTH ETF
SOLEShares596.42K
TypeSH
Market value$26.39M
12.12%
Sole
596.42K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares37.37K
TypeSH
Market value$22.99M
10.56%
Sole
37.37K
Shared
0.00
None
0.00
CAPITAL GROUP CONSERVATIVE E
SOLEShares693.96K
TypeSH
Market value$20.96M
9.63%
Sole
693.96K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares54.34K
TypeSH
Market value$16.00M
7.35%
Sole
54.34K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares56.13K
TypeSH
Market value$14.40M
6.61%
Sole
56.13K
Shared
0.00
None
0.00
CAPITAL GRP FIXED INCM ETF T
SOLEShares590.03K
TypeSH
Market value$13.45M
6.18%
Sole
590.03K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares173.77K
TypeSH
Market value$12.93M
5.94%
Sole
173.77K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares169.13K
TypeSH
Market value$12.53M
5.76%
Sole
169.13K
Shared
0.00
None
0.00
CAPITAL GROUP INTL FOCUS EQT
SOLEShares387.86K
TypeSH
Market value$11.65M
5.35%
Sole
387.86K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares122.46K
TypeSH
Market value$9.65M
4.43%
Sole
122.46K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares161.43K
TypeSH
Market value$8.83M
4.05%
Sole
161.43K
Shared
0.00
None
0.00
VANGUARD CHARLOTTE FDS
SOLEShares169.55K
TypeSH
Market value$8.38M
3.85%
Sole
169.55K
Shared
0.00
None
0.00
CAPITAL GRP FIXED INCM ETF T
SOLEShares217.37K
TypeSH
Market value$5.50M
2.52%
Sole
217.37K
Shared
0.00
None
0.00
CAPITAL GROUP DIVIDEND VALUE
SOLEShares98.30K
TypeSH
Market value$4.16M
1.91%
Sole
98.30K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares7.19K
TypeSH
Market value$3.71M
1.70%
Sole
7.19K
Shared
0.00
None
0.00
INTUIT
SOLEShares2.75K
TypeSH
Market value$1.87M
0.86%
Sole
2.75K
Shared
0.00
None
0.00
CAPITAL GRP FIXED INCM ETF T
SOLEShares63.82K
TypeSH
Market value$1.74M
0.80%
Sole
63.82K
Shared
0.00
None
0.00
APPLE INC
SOLEShares6.59K
TypeSH
Market value$1.70M
0.78%
Sole
6.59K
Shared
0.00
None
0.00
CAPITAL GRP FIXED INCM ETF T
SOLEShares45.63K
TypeSH
Market value$1.20M
0.55%
Sole
45.63K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares13.88K
TypeSH
Market value$1.12M
0.52%
Sole
13.88K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares3.68K
TypeSH
Market value$818.7K
0.38%
Sole
3.68K
Shared
0.00
None
0.00
VANGUARD WELLINGTON FD
SOLEShares7.84K
TypeSH
Market value$797.4K
0.37%
Sole
7.84K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.37K
TypeSH
Market value$745.6K
0.34%
Sole
11.37K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares5.63K
TypeSH
Market value$626.6K
0.29%
Sole
5.63K
Shared
0.00
None
0.00
VANGUARD MUN BD FDS
SOLEShares12.33K
TypeSH
Market value$616.3K
0.28%
Sole
12.33K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 596.42K | SH | $26.39M 12.12% | 596.42K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 37.37K | SH | $22.99M 10.56% | 37.37K | 0.00 | 0.00 |
CAPITAL GROUP CONSERVATIVE ESOLE | SHS | 693.96K | SH | $20.96M 9.63% | 693.96K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 54.34K | SH | $16.00M 7.35% | 54.34K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 56.13K | SH | $14.40M 6.61% | 56.13K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE PLUS INCM | 590.03K | SH | $13.45M 6.18% | 590.03K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 173.77K | SH | $12.93M 5.94% | 173.77K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 169.13K | SH | $12.53M 5.76% | 169.13K | 0.00 | 0.00 |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 387.86K | SH | $11.65M 5.35% | 387.86K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 122.46K | SH | $9.65M 4.43% | 122.46K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 161.43K | SH | $8.83M 4.05% | 161.43K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 169.55K | SH | $8.38M 3.85% | 169.55K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | ULTRA SHORT INCO | 217.37K | SH | $5.50M 2.52% | 217.37K | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 98.30K | SH | $4.16M 1.91% | 98.30K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 7.19K | SH | $3.71M 1.70% | 7.19K | 0.00 | 0.00 |
INTUITSOLE | COM | 2.75K | SH | $1.87M 0.86% | 2.75K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | MUNICIPAL INCOME | 63.82K | SH | $1.74M 0.80% | 63.82K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 6.59K | SH | $1.70M 0.78% | 6.59K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | SHORT DURATION M | 45.63K | SH | $1.20M 0.55% | 45.63K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI INTL | 13.88K | SH | $1.12M 0.52% | 13.88K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.68K | SH | $818.7K 0.38% | 3.68K | 0.00 | 0.00 |
VANGUARD WELLINGTON FDSOLE | SHORT TRM TAX EX | 7.84K | SH | $797.4K 0.37% | 7.84K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 11.37K | SH | $745.6K 0.34% | 11.37K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 5.63K | SH | $626.6K 0.29% | 5.63K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 12.33K | SH | $616.3K 0.28% | 12.33K | 0.00 | 0.00 |
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