TRIBRIDGE PARTNERS FINANCIAL LLC

Filed: 1/26/2026ACC: 0002083677-26-000001

📋 What this filing means

TRIBRIDGE PARTNERS FINANCIAL LLC filed this quarterly 13F‑HR report disclosing 77 equity positions with a total reported market value of $238.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$238.38M

Total AUM (reported)

4.33M

Total Shares

Allocation by class

SHS CREATION UNI$45.13M18.9%

S&P 500 ETF SHS$24.60M10.3%

SHS$23.94M10.0%

MID CAP ETF$16.85M7.1%

SMALL CP ETF$15.53M6.5%

CORE PLUS INCM$15.36M6.4%

TOTAL BND MRKT$14.52M6.1%

Portfolio Concentration

Top 3$75.84M31.8%

4–10$99.32M41.7%

11–25$45.36M19.0%

Rest$17.85M7.5%

Top 3 weight

31.8%

Top 10 weight

73.5%

Voting Authority Distribution

Total shares with voting rights: 4.33M

Sole

Full voting authority

4.33M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole77

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings77

Rows:

CAPITAL GROUP GROWTH ETF

SOLE

SHS CREATION UNI

Shares632.48K

TypeSH

Market value$28.13M

11.80%

Sole

632.48K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares39.23K

TypeSH

Market value$24.60M

10.32%

Sole

39.23K

Shared

0.00

None

0.00

CAPITAL GROUP CONSERVATIVE E

SOLE

SHS

Shares757.96K

TypeSH

Market value$23.11M

9.69%

Sole

757.96K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares58.05K

TypeSH

Market value$16.85M

7.07%

Sole

58.05K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares60.19K

TypeSH

Market value$15.53M

6.51%

Sole

60.19K

Shared

0.00

None

0.00

CAPITAL GRP FIXED INCM ETF T

SOLE

CORE PLUS INCM

Shares678.62K

TypeSH

Market value$15.36M

6.45%

Sole

678.62K

Shared

0.00

None

0.00

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares196.07K

TypeSH

Market value$14.52M

6.09%

Sole

196.07K

Shared

0.00

None

0.00

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares181.02K

TypeSH

Market value$13.66M

5.73%

Sole

181.02K

Shared

0.00

None

0.00

CAPITAL GROUP INTL FOCUS EQT

SOLE

SHS CREATION UNI

Shares424.63K

TypeSH

Market value$12.55M

5.26%

Sole

424.63K

Shared

0.00

None

0.00

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares137.78K

TypeSH

Market value$10.86M

4.56%

Sole

137.78K

Shared

0.00

None

0.00

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares196.25K

TypeSH

Market value$9.48M

3.98%

Sole

196.25K

Shared

0.00

None

0.00

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares168.12K

TypeSH

Market value$9.04M

3.79%

Sole

168.12K

Shared

0.00

None

0.00

CAPITAL GRP FIXED INCM ETF T

SOLE

ULTRA SHORT INCO

Shares258.89K

TypeSH

Market value$6.55M

2.75%

Sole

258.89K

Shared

0.00

None

0.00

CAPITAL GROUP DIVIDEND VALUE

SOLE

SHS CREATION UNI

Shares90.88K

TypeSH

Market value$3.97M

1.66%

Sole

90.88K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COM

Shares7.19K

TypeSH

Market value$3.48M

1.46%

Sole

7.19K

Shared

0.00

None

0.00

CAPITAL GRP FIXED INCM ETF T

SOLE

MUNICIPAL INCOME

Shares79.25K

TypeSH

Market value$2.17M

0.91%

Sole

79.25K

Shared

0.00

None

0.00

CAPITAL GRP FIXED INCM ETF T

SOLE

SHORT DURATION M

Shares73.02K

TypeSH

Market value$1.92M

0.81%

Sole

73.02K

Shared

0.00

None

0.00

INTUIT

SOLE

COM

Shares2.75K

TypeSH

Market value$1.82M

0.76%

Sole

2.75K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares6.59K

TypeSH

Market value$1.79M

0.75%

Sole

6.59K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE MSCI INTL

Shares13.88K

TypeSH

Market value$1.14M

0.48%

Sole

13.88K

Shared

0.00

None

0.00

VANGUARD WELLINGTON FD

SOLE

SHORT TRM TAX EX

Shares10.16K

TypeSH

Market value$1.03M

0.43%

Sole

10.16K

Shared

0.00

None

0.00

AMAZON COM INC

SOLE

COM

Shares3.68K

TypeSH

Market value$849.6K

0.36%

Sole

3.68K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares11.98K

TypeSH

Market value$790.7K

0.33%

Sole

11.98K

Shared

0.00

None

0.00

EXXON MOBIL CORP

SOLE

COM

Shares5.63K

TypeSH

Market value$677.5K

0.28%

Sole

5.63K

Shared

0.00

None

0.00

ALPHABET INC

SOLE

CAP STK CL C

Shares2.06K

TypeSH

Market value$645.8K

0.27%

Sole

2.06K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
CAPITAL GROUP GROWTH ETFSOLE	SHS CREATION UNI	632.48K	SH	$28.13M 11.80%	632.48K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	39.23K	SH	$24.60M 10.32%	39.23K
CAPITAL GROUP CONSERVATIVE ESOLE	SHS	757.96K	SH	$23.11M 9.69%	757.96K
VANGUARD INDEX FDSSOLE	MID CAP ETF	58.05K	SH	$16.85M 7.07%	58.05K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	60.19K	SH	$15.53M 6.51%	60.19K
CAPITAL GRP FIXED INCM ETF TSOLE	CORE PLUS INCM	678.62K	SH	$15.36M 6.45%	678.62K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	196.07K	SH	$14.52M 6.09%	196.07K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	181.02K	SH	$13.66M 5.73%	181.02K
CAPITAL GROUP INTL FOCUS EQTSOLE	SHS CREATION UNI	424.63K	SH	$12.55M 5.26%	424.63K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	137.78K	SH	$10.86M 4.56%	137.78K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	196.25K	SH	$9.48M 3.98%	196.25K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	168.12K	SH	$9.04M 3.79%	168.12K
CAPITAL GRP FIXED INCM ETF TSOLE	ULTRA SHORT INCO	258.89K	SH	$6.55M 2.75%	258.89K
CAPITAL GROUP DIVIDEND VALUESOLE	SHS CREATION UNI	90.88K	SH	$3.97M 1.66%	90.88K
MICROSOFT CORPSOLE	COM	7.19K	SH	$3.48M 1.46%	7.19K
CAPITAL GRP FIXED INCM ETF TSOLE	MUNICIPAL INCOME	79.25K	SH	$2.17M 0.91%	79.25K
CAPITAL GRP FIXED INCM ETF TSOLE	SHORT DURATION M	73.02K	SH	$1.92M 0.81%	73.02K
INTUITSOLE	COM	2.75K	SH	$1.82M 0.76%	2.75K
APPLE INCSOLE	COM	6.59K	SH	$1.79M 0.75%	6.59K
ISHARES TRSOLE	CORE MSCI INTL	13.88K	SH	$1.14M 0.48%	13.88K
VANGUARD WELLINGTON FDSOLE	SHORT TRM TAX EX	10.16K	SH	$1.03M 0.43%	10.16K
AMAZON COM INCSOLE	COM	3.68K	SH	$849.6K 0.36%	3.68K
ISHARES TRSOLE	CORE S&P MCP ETF	11.98K	SH	$790.7K 0.33%	11.98K
EXXON MOBIL CORPSOLE	COM	5.63K	SH	$677.5K 0.28%	5.63K
ALPHABET INCSOLE	CAP STK CL C	2.06K	SH	$645.8K 0.27%	2.06K

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