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.
Filing history
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