TRIBRIDGE PARTNERS FINANCIAL LLC

Filed: 4/15/2026ACC: 0002083677-26-000002

📋 What this filing means

TRIBRIDGE PARTNERS FINANCIAL LLC filed this quarterly 13F‑HR report disclosing 80 equity positions with a total reported market value of $241.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$241.66M

Total AUM (reported)

4.49M

Total Shares

Allocation by class

SHS CREATION UNI$43.97M18.2%

SHS$24.60M10.2%

S&P 500 ETF SHS$24.28M10.0%

MID CAP ETF$17.45M7.2%

SMALL CP ETF$16.45M6.8%

CORE PLUS INCM$15.51M6.4%

VG TL INTL STK F$14.77M6.1%

Portfolio Concentration

Top 3$74.45M30.8%

4–10$102.60M42.5%

11–25$45.47M18.8%

Rest$19.14M7.9%

Top 3 weight

30.8%

Top 10 weight

73.3%

Voting Authority Distribution

Total shares with voting rights: 4.49M

Sole

Full voting authority

4.49M

% 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)

Sole80

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings80

Rows:

CAPITAL GROUP GROWTH ETF

SOLE

SHS CREATION UNI

Shares655.50K

TypeSH

Market value$26.49M

10.96%

Sole

655.50K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares40.27K

TypeSH

Market value$24.28M

10.05%

Sole

40.27K

Shared

0.00

None

0.00

CAPITAL GROUP CONSERVATIVE E

SOLE

SHS

Shares793.97K

TypeSH

Market value$23.68M

9.80%

Sole

793.97K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares60.19K

TypeSH

Market value$17.45M

7.22%

Sole

60.19K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares62.15K

TypeSH

Market value$16.45M

6.81%

Sole

62.15K

Shared

0.00

None

0.00

CAPITAL GRP FIXED INCM ETF T

SOLE

CORE PLUS INCM

Shares692.79K

TypeSH

Market value$15.51M

6.42%

Sole

692.79K

Shared

0.00

None

0.00

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares190.61K

TypeSH

Market value$14.77M

6.11%

Sole

190.61K

Shared

0.00

None

0.00

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares198.54K

TypeSH

Market value$14.61M

6.04%

Sole

198.54K

Shared

0.00

None

0.00

CAPITAL GROUP INTL FOCUS EQT

SOLE

SHS CREATION UNI

Shares442.54K

TypeSH

Market value$13.08M

5.41%

Sole

442.54K

Shared

0.00

None

0.00

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares137.26K

TypeSH

Market value$10.74M

4.44%

Sole

137.26K

Shared

0.00

None

0.00

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares203.57K

TypeSH

Market value$9.76M

4.04%

Sole

203.57K

Shared

0.00

None

0.00

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares173.78K

TypeSH

Market value$9.35M

3.87%

Sole

173.78K

Shared

0.00

None

0.00

CAPITAL GRP FIXED INCM ETF T

SOLE

ULTRA SHORT INCO

Shares267.54K

TypeSH

Market value$6.77M

2.80%

Sole

267.54K

Shared

0.00

None

0.00

CAPITAL GROUP DIVIDEND VALUE

SOLE

SHS CREATION UNI

Shares90.61K

TypeSH

Market value$3.87M

1.60%

Sole

90.61K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COM

Shares7.46K

TypeSH

Market value$2.79M

1.15%

Sole

7.46K

Shared

0.00

None

0.00

CAPITAL GRP FIXED INCM ETF T

SOLE

MUNICIPAL INCOME

Shares84.47K

TypeSH

Market value$2.30M

0.95%

Sole

84.47K

Shared

0.00

None

0.00

CAPITAL GRP FIXED INCM ETF T

SOLE

SHORT DURATION M

Shares80.77K

TypeSH

Market value$2.13M

0.88%

Sole

80.77K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares6.96K

TypeSH

Market value$1.78M

0.74%

Sole

6.96K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE MSCI INTL

Shares14.02K

TypeSH

Market value$1.18M

0.49%

Sole

14.02K

Shared

0.00

None

0.00

INTUIT

SOLE

COM

Shares2.75K

TypeSH

Market value$1.16M

0.48%

Sole

2.75K

Shared

0.00

None

0.00

VANGUARD WELLINGTON FD

SOLE

SHORT TRM TAX EX

Shares11.45K

TypeSH

Market value$1.16M

0.48%

Sole

11.45K

Shared

0.00

None

0.00

EXXON MOBIL CORP

SOLE

COM

Shares5.59K

TypeSH

Market value$898.3K

0.37%

Sole

5.59K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares12.16K

TypeSH

Market value$829.0K

0.34%

Sole

12.16K

Shared

0.00

None

0.00

AMAZON COM INC

SOLE

COM

Shares3.58K

TypeSH

Market value$749.9K

0.31%

Sole

3.58K

Shared

0.00

None

0.00

VANGUARD MUN BD FDS

SOLE

INTERMEDIATE TRM

Shares7.39K

TypeSH

Market value$740.3K

0.31%

Sole

7.39K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
CAPITAL GROUP GROWTH ETFSOLE	SHS CREATION UNI	655.50K	SH	$26.49M 10.96%	655.50K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	40.27K	SH	$24.28M 10.05%	40.27K
CAPITAL GROUP CONSERVATIVE ESOLE	SHS	793.97K	SH	$23.68M 9.80%	793.97K
VANGUARD INDEX FDSSOLE	MID CAP ETF	60.19K	SH	$17.45M 7.22%	60.19K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	62.15K	SH	$16.45M 6.81%	62.15K
CAPITAL GRP FIXED INCM ETF TSOLE	CORE PLUS INCM	692.79K	SH	$15.51M 6.42%	692.79K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	190.61K	SH	$14.77M 6.11%	190.61K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	198.54K	SH	$14.61M 6.04%	198.54K
CAPITAL GROUP INTL FOCUS EQTSOLE	SHS CREATION UNI	442.54K	SH	$13.08M 5.41%	442.54K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	137.26K	SH	$10.74M 4.44%	137.26K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	203.57K	SH	$9.76M 4.04%	203.57K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	173.78K	SH	$9.35M 3.87%	173.78K
CAPITAL GRP FIXED INCM ETF TSOLE	ULTRA SHORT INCO	267.54K	SH	$6.77M 2.80%	267.54K
CAPITAL GROUP DIVIDEND VALUESOLE	SHS CREATION UNI	90.61K	SH	$3.87M 1.60%	90.61K
MICROSOFT CORPSOLE	COM	7.46K	SH	$2.79M 1.15%	7.46K
CAPITAL GRP FIXED INCM ETF TSOLE	MUNICIPAL INCOME	84.47K	SH	$2.30M 0.95%	84.47K
CAPITAL GRP FIXED INCM ETF TSOLE	SHORT DURATION M	80.77K	SH	$2.13M 0.88%	80.77K
APPLE INCSOLE	COM	6.96K	SH	$1.78M 0.74%	6.96K
ISHARES TRSOLE	CORE MSCI INTL	14.02K	SH	$1.18M 0.49%	14.02K
INTUITSOLE	COM	2.75K	SH	$1.16M 0.48%	2.75K
VANGUARD WELLINGTON FDSOLE	SHORT TRM TAX EX	11.45K	SH	$1.16M 0.48%	11.45K
EXXON MOBIL CORPSOLE	COM	5.59K	SH	$898.3K 0.37%	5.59K
ISHARES TRSOLE	CORE S&P MCP ETF	12.16K	SH	$829.0K 0.34%	12.16K
AMAZON COM INCSOLE	COM	3.58K	SH	$749.9K 0.31%	3.58K
VANGUARD MUN BD FDSSOLE	INTERMEDIATE TRM	7.39K	SH	$740.3K 0.31%	7.39K

Page 1 of 4