Data as of Q4 2025 (Dec 31, 2025)

Tribridge Partners Financial LLC

โ€ขCIK: 2083677โ€ขFiling: Q4 2025

**Tribridge Partners Financial LLC** manages $238M across a diversified portfolio of 77 holdings. The fund exhibits significant allocations to core market indices, notably maintaining a $28.1M position in CGGR and $24.6M in VOO. Further concentration is visible in sector-specific plays, including $23.1M in CGCV and $16.8M in VO. This structure suggests a tactical approach balancing broad market exposure with targeted sector overweighting.

Total AUM
$238.4M
QoQ Performance
+9.5%
Positions
48
Top 10 Concentration
73.5%
Latest Filing
Q4 2025

Top Holdings Allocation

CGGR
VOO
CGCV
VO
VB
CGCP
BND
VXUS
CGGR11.8%
VOO10.3%
CGCV9.7%
VO7.1%
VB6.5%
CGCP6.4%
BND6.1%
VXUS5.7%

๐Ÿ“ˆ Biggest Buys

CGCP
CAPITAL GRP FIXED INCM ETF T
+15.0%
6.4% of portfolio
CGCV
CAPITAL GROUP CONSERVATIVE E
+9.2%
9.7% of portfolio
BND
VANGUARD BD INDEX FDS
+12.8%
6.1% of portfolio
CGGR
CAPITAL GROUP GROWTH ETF
+6.0%
11.8% of portfolio
BNDX
VANGUARD CHARLOTTE FDS
+15.7%
4.0% of portfolio

๐Ÿ“‰ Biggest Sells

CGDV
CAPITAL GROUP DIVIDEND VALUE
-7.5%
1.7% of portfolio
VUG
VANGUARD INDEX FDS
-9.4%
0.1% of portfolio
IVOO
VANGUARD ADMIRAL FDS INC
-4.3%
0.2% of portfolio
VIOO
VANGUARD ADMIRAL FDS INC
-4.0%
0.2% of portfolio
IVV
ISHARES TR
-2.9%
0.1% of portfolio

Sector Breakdown

Other83.8%
ETF10.5%
Technology3.7%
Consumer0.7%
Financial0.5%
Energy0.3%
Healthcare0.3%
Industrial0.2%

๐Ÿšช Exited Positionssold since Q3 2025

SNPS
SYNOPSYS INC
SOLD
$207.8K

Changes from Q3 2025

NEW7 new positions
โ†‘28 increased
โ†“5 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025