Thrive Wealth Management, LLC
•CIK: 1847610•Filing: Q4 2025
**Thrive Wealth Management, LLC** manages $680M across a diversified portfolio of 237 positions. The strategy shows a significant overweighting toward broad market and sector ETFs, notably SCHG ($160.6M) and VTV ($158.9M). Core holdings also include substantial allocations to SPY ($22.4M) and AAPL ($15.3M), indicating a focus on established, large-cap growth and value plays. This structure suggests a systematic, index-aware approach to capital deployment.
Total AUM
$680.5M
QoQ Performance
+6.2%
Positions
191
Top 10 Concentration
63.3%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHG
VTV
SCHG23.6%
VTV23.4%
SPY3.3%
AAPL2.3%
VUG2.2%
INTF1.9%
MDY1.6%
VOO1.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.7%
Technology8.9%
ETF5.5%
Healthcare2.4%
Financial2.3%
Consumer1.8%
Industrial0.9%
Materials0.4%
🚪 Exited Positionssold since Q3 2025
+38 more exited positions
Changes from Q3 2025
NEW4 new positions
↑99 increased
↓90 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023