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Filers›Family Office›Tribridge Partners Financial LLC
DOSSIER · 13F-HR · Q1 2026

Tribridge Partners Financial LLC

Tribridge Financial's family office based in San Francisco, CA — $242M in tracked AUM across 80 positions as of Q1 2026.

TF
Tribridge Financial·San Francisco, CA·Family Office
CIK 0002083677 · last filed Mar 31, 2026
Total AUM
$242M
▼ 2.8%
vs prior
Holdings
80
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
12% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview

Tribridge Partners Financial LLC reported assets under management of $238.38 million as of 2025-12-31, an increase of 135.6% from $101.16 million on 2025-09-30. The number of holdings rose to 77. Activity was high during the quarter: 29 new positions and 9 fully exited positions, with 10 stakes increased, 1 reduced and 10 unchanged. The portfolio is highly ETF- and fund-centric: ETFs account for $184.80 million, or roughly 77.5% of the total portfolio. The remaining $53.58 m...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
CGGR
CAPITAL GROUP GROWTH ETF
$26M655K11.0%
02
VOO
VANGUARD INDEX FDS
$24M40K10.0%
03
CGCV
CAPITAL GROUP CONSERVATIVE E
$24M794K9.8%
04
VO
VANGUARD INDEX FDS
$17M60K7.2%
05
VB
VANGUARD INDEX FDS
$16M62K6.8%
06
CGCP
CAPITAL GRP FIXED INCM ETF T
$16M693K6.4%
07
VXUS
VANGUARD STAR FDS
$15M191K6.1%
08
BND
VANGUARD BD INDEX FDS
$15M199K6.0%
09
CGXU
CAPITAL GROUP INTL FOCUS EQT
$13M443K5.4%
10
BSV
VANGUARD BD INDEX FDS
$11M137K4.4%

Filing history

Filing history loading…
AI Agent · grounded in Tribridge
haiku-4-5 · 80 positions indexed
Sector mix
  • Tech12%
  • Financials21%
  • Cons. Disc.12%
  • Communications6%
  • Energy35%
  • Other14%
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