Tribridge Partners Financial LLC

COLUMBIA, MD · CIK 2083677 · 13F filing filed 2026-08-04

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyEllicott City, MD

$255.2m reported value +5.6% vs Q1 2026

82positions

73.3%in top 10

7 new 13 added 35 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	628,455	$28.0m10.98%	10.98%	Reduced -27.0k	-27,040 -4.1%
2	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	39,046	$26.5m10.39%	10.39%	Reduced -1.2k	-1,219 -3.0%
3	CAPITAL GROUP CONSERVATIVE E SHS CGCV	CGCV	783,414	$25.9m10.17%	10.17%	Reduced -10.6k	-10,555 -1.3%
4	VANGUARD INDEX FDS MID CAP ETF VO	VO	232,373	$18.8m7.38%	7.38%	Reduced -8.4k	-8,375 -3.5%
5	VANGUARD INDEX FDS SMALL CP ETF VB	VB	60,827	$18.1m7.08%	7.08%	Reduced -1.3k	-1,318 -2.1%
6	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	185,459	$15.5m6.09%	6.09%	Reduced -5.2k	-5,153 -2.7%
7	CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM CGCP	CGCP	685,314	$15.1m5.92%	5.92%	Reduced -7.5k	-7,478 -1.1%
8	CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI CGXU	CGXU	429,116	$14.3m5.59%	5.59%	Reduced -13.4k	-13,427 -3.0%
9	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	195,853	$14.2m5.56%	5.56%	Reduced -2.7k	-2,683 -1.4%
10	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	136,183	$10.6m4.14%	4.14%	Reduced -1.1k	-1,075 -0.8%
11	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	206,747	$9.9m3.88%	3.88%	Added +3.2k	+3,176 1.6%
12	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	169,415	$9.9m3.87%	3.87%	Reduced -4.4k	-4,370 -2.5%
13	CAPITAL GRP FIXED INCM ETF T ULTRA SHORT INCO CGUI	CGUI	263,072	$6.7m2.61%	2.61%	Reduced -4.5k	-4,465 -1.7%
14	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	76,305	$3.7m1.46%	1.46%	Reduced -14.3k	-14,302 -15.8%
15	MICROSOFT CORP COM MSFT	MSFT	7,313	$2.8m1.12%	1.12%	Reduced -150	-150 -2.0%
16	CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME CGMU	CGMU	87,895	$2.4m0.93%	0.93%	Added +3.4k	+3,425 4.0%
17	APPLE INC COM AAPL	AAPL	6,847	$2.3m0.90%	0.90%	Reduced -115	-115 -1.6%
18	CAPITAL GRP FIXED INCM ETF T SHORT DURATION M CGSM	CGSM	84,571	$2.2m0.87%	0.87%	Added +3.8k	+3,806 4.7%
19	VANGUARD WELLINGTON FD SHORT TRM TAX EX VTES	VTES	12,856	$1.3m0.51%	0.51%	Added +1.4k	+1,406 12.3%
20	ISHARES TR CORE MSCI INTL IDEV	IDEV	14,021	$1.3m0.49%	0.49%	Unchanged
21	VANGUARD BD INDEX FDS VANGUARD ULTRA VUSB	VUSB	21,126	$1.0m0.41%	0.41%	New
22	ISHARES TR CORE S&P MCP ETF IJH	IJH	12,359	$939.3k0.37%	0.37%	Added +200	+200 1.6%
23	ISHARES TR CORE S&P500 ETF IVV	IVV	1,129	$838.3k0.33%	0.33%	Added +650	+650 135.7%
24	INTUIT COM INTU	INTU	2,749	$835.4k0.33%	0.33%	Unchanged
25	VANGUARD MUN BD FDS INTERMEDIATE TRM VTEI	VTEI	8,268	$821.2k0.32%	0.32%	Added +874	+874 11.8%
26	AMAZON COM INC COM AMZN	AMZN	3,454	$799.2k0.31%	0.31%	Reduced -121	-121 -3.4%
27	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	15,594	$774.9k0.30%	0.30%	Added +1.6k	+1,640 11.8%
28	STARBUCKS CORP COM SBUX	SBUX	6,370	$660.3k0.26%	0.26%	Unchanged
29	ALPHABET INC CAP STK CL C GOOG	GOOG	1,933	$631.3k0.25%	0.25%	Reduced -189	-189 -8.9%
30	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	10,055	$625.9k0.25%	0.25%	Reduced -220	-220 -2.1%
31	VANGUARD WORLD FD ESG INTL STK ETF VSGX	VSGX	7,822	$622.1k0.24%	0.24%	Added +23	+23 0.3%
32	CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI CGUS	CGUS	13,786	$604.2k0.24%	0.24%	Unchanged
33	ISHARES TR CORE S&P SCP ETF IJR	IJR	4,134	$601.6k0.24%	0.24%	Unchanged
34	JPMORGAN CHASE & CO COM JPM	JPM	1,618	$576.3k0.23%	0.23%	Reduced -73	-73 -4.3%
35	VISA INC COM CL A V	V	1,542	$559.0k0.22%	0.22%	Added +270	+270 21.2%
36	ISHARES TR ESG SELECT SCRE XVV	XVV	9,681	$545.8k0.21%	0.21%	Added +47	+47 0.5%
37	VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX VIOO	VIOO	3,922	$529.1k0.21%	0.21%	Reduced -7	-7 -0.2%
38	VANGUARD ADMIRAL FDS INC MIDCP 400 IDX IVOO	IVOO	4,000	$514.4k0.20%	0.20%	Reduced -8	-8 -0.2%
39	JOHNSON & JOHNSON COM JNJ	JNJ	1,922	$511.2k0.20%	0.20%	Reduced -104	-104 -5.1%
40	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,508	$492.5k0.19%	0.19%	Unchanged
41	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	3,451	$449.7k0.18%	0.18%	Added +7	+7 0.2%
42	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,221	$446.0k0.17%	0.17%	Reduced -317	-317 -20.6%
43	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	2,787	$421.2k0.17%	0.17%	Unchanged
44	NVIDIA CORPORATION COM NVDA	NVDA	2,077	$408.2k0.16%	0.16%	Reduced -39	-39 -1.8%
45	TRANE TECHNOLOGIES PLC SHS TT	TT	829	$400.7k0.16%	0.16%	Unchanged
46	ISHARES TR ESG SELECT SCRE XJH	XJH	7,449	$384.0k0.15%	0.15%	Reduced -126	-126 -1.7%
47	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	5,255	$367.9k0.14%	0.14%	Reduced -353	-353 -6.3%
48	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	13,146	$330.9k0.13%	0.13%	Unchanged
49	CISCO SYS INC COM CSCO	CSCO	2,869	$328.7k0.13%	0.13%	Reduced -460	-460 -13.8%
50	ALPS ETF TR SMITH CORE PLUS SMTH	SMTH	12,791	$324.4k0.13%	0.13%	Unchanged
51	VANGUARD WORLD FD ESG US CORP BD VCEB	VCEB	5,205	$320.6k0.13%	0.13%	Added +27	+27 0.5%
52	MASTERCARD INCORPORATED CL A MA	MA	579	$319.4k0.13%	0.13%	Unchanged
53	RTX CORPORATION COM RTX	RTX	1,459	$318.7k0.12%	0.12%	Unchanged
54	ABBVIE INC COM ABBV	ABBV	1,233	$316.8k0.12%	0.12%	Reduced -61	-61 -4.7%
55	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	11,519	$312.5k0.12%	0.12%	Reduced -60	-60 -0.5%
56	MERCK & CO INC COM MRK	MRK	2,340	$306.0k0.12%	0.12%	Unchanged
57	ISHARES TR ESG AWRE USD ETF SUSC	SUSC	13,355	$303.6k0.12%	0.12%	Unchanged
58	ISHARES TR RUSSELL 3000 ETF IWV	IWV	715	$301.1k0.12%	0.12%	Reduced -203	-203 -22.1%
59	WALMART INC COM WMT	WMT	2,594	$289.9k0.11%	0.11%	Unchanged
60	FASTENAL CO COM FAST	FAST	6,060	$288.7k0.11%	0.11%	Unchanged
61	PIMCO ETF TR ENHNCD LW DUR AC LDUR	LDUR	3,027	$288.2k0.11%	0.11%	Unchanged
62	LINDE PLC SHS LIN	LIN	565	$286.5k0.11%	0.11%	Reduced -41	-41 -6.8%
63	ISHARES TR ESG AWRE 1 5 YR SUSB	SUSB	11,021	$273.4k0.11%	0.11%	Unchanged
64	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	766	$273.3k0.11%	0.11%	Unchanged
65	CAPITAL GROUP INTERNATIONAL SHS CGIC	CGIC	7,668	$272.8k0.11%	0.11%	Unchanged
66	UNION PAC CORP COM UNP	UNP	911	$272.7k0.11%	0.11%	Unchanged
67	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	374	$255.1k0.10%	0.10%	Unchanged
68	CATERPILLAR INC COM CAT	CAT	286	$249.8k0.10%	0.10%	Unchanged
69	ISHARES TR MSCI EAFE ETF EFA	EFA	2,318	$240.9k0.09%	0.09%	Reduced -479	-479 -17.1%
70	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,080	$239.5k0.09%	0.09%	Reduced -6	-6 -0.6%
71	SCHWAB STRATEGIC TR INTL SCEQT ETF SCHC	SCHC	4,803	$231.4k0.09%	0.09%	Unchanged
72	ALPS ETF TR INTER MUNI BD MNBD	MNBD	8,844	$226.7k0.09%	0.09%	Unchanged
73	ISHARES TR ESG SELECT SCREE XJR	XJR	4,352	$224.3k0.09%	0.09%	New
74	REGENERON PHARMACEUTICALS COM REGN	REGN	330	$220.2k0.09%	0.09%	Reduced -13	-13 -3.8%
75	ISHARES TR TIPS BD ETF TIP	TIP	2,035	$218.5k0.09%	0.09%	Unchanged
76	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	2,576	$214.8k0.08%	0.08%	New
77	S&P GLOBAL INC COM SPGI	SPGI	468	$205.8k0.08%	0.08%	Reduced -11	-11 -2.3%
78	EATON CORP PLC SHS ETN	ETN	516	$205.7k0.08%	0.08%	New
79	ISHARES TR RUSSELL 2000 ETF IWM	IWM	700	$205.0k0.08%	0.08%	New
80	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	5,696	$203.1k0.08%	0.08%	New
81	CORNING INC COM GLW	GLW	1,416	$203.0k0.08%	0.08%	Unchanged
82	GENERAL DYNAMICS CORP COM GD	GD	517	$201.2k0.08%	0.08%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	5,590	$898.3k5.6k shares
VANGUARD MALVERN FDS VTIP	VTIP	4,712	$235.5k4.7k shares
CAPITAL GRP FIXED INCM ETF T CGMS	CGMS	8,517	$233.0k8.5k shares
CHEVRON CORP NEW CVX	CVX	1,050	$208.9k1.1k shares
WASTE CONNECTIONS INC WCN	WCN	1,250	$207.6k1.2k shares