Tribridge Partners Financial LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing lists the firm’s principal executive office at 6721 Columbia Gateway Drive, Suite 100, in Columbia, Maryland.
The report details a total of 57 holdings held by the firm. The largest position in the portfolio is Capital Group Conservative Equity Shares, which the firm holds 348,165 shares. The firm also holds significant positions in several technology and exchange-traded fund (ETF) holdings, including Apple Inc. (8,887 shares), Microsoft Corporation (6,816 shares), and Vanguard S&P 500 ETF Shares (18,889 shares).
The filing includes a diverse mix of individual stocks and ETFs. Notable individual stock holdings include Alphabet Inc. Class A (1,670 shares), Amazon.com Inc. (3,590 shares), and Johnson & Johnson (997 shares). The portfolio also features substantial allocations to fixed income ETFs, such as Vanguard Total Bond Market ETF (98,359 shares) and Vanguard Short-Term Bond ETF (65,019 shares).
The report lists the firm’s counsel, Ashleigh Swayze, as the authorized signatory for the filing.
