DOSSIER · 13F-HR · Q3 2026
Thrive Wealth Management, LLC
$805M in tracked AUM across 260 positions as of Q3 2026.
TW
CIK 0001847610 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Portfolio Overview
Thrive Wealth Management, LLC reported a significant expansion in assets under management for the quarter ending December 31, 2025. The total portfolio value surged by 350.0%, growing from $151.27 million to $680.72 million. This dramatic increase indicates a substantial influx of new client capital or a major consolidation of assets under the firm's management during this period.
The portfolio consists of 238 holdings, reflecting a high level of diversif...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.
Filing history
Showing 12 of 20