Thrive Wealth Management, LLC has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing equity holdings as of September 30, 2026. The filing lists 260 distinct positions held by the firm, managed by Michael Ptaszenski, the Managing Member and Chief Compliance Officer.
The portfolio is dominated by large-cap technology and consumer staples names. The top holding is Apple Inc., with 19,407,997 shares. Microsoft Corporation follows with 10,129,764 shares, while NVIDIA Corporation is the third-largest position with 10,679,610 shares. Other significant holdings include Amazon.com Inc. (6,987,985 shares), Alphabet Inc. Class C (8,813,625 shares), and Berkshire Hathaway Inc. Class B (3,029,669 shares).
The filing also reveals substantial positions in healthcare and financial services. Eli Lilly & Co. holds 1,469,532 shares, while Merck & Co. Inc. holds 3,018,348 shares. JPMorgan Chase & Co. is listed with 2,476,104 shares. Additionally, the firm holds significant exposure to exchange-traded funds, including the iShares Core S&P 500 ETF (5,066,923 shares) and the Invesco QQQ Trust (1,315,168 shares).
The filing indicates that all positions are held in the firm's sole capacity, with no shared voting or dispositive rights.
