Tribridge Partners Financial LLC Portfolio
Invests via Tribridge Partners Financial LLC | Managed by Tribridge Partners Financial LLC
Invests via Tribridge Partners Financial LLC
Managed by Tribridge Partners Financial LLC
Automatically Tracked
Company Profile
Middle-market advisory firm specializing in wealth management, retirement-plan consulting and outsourced chief investment officer services for institutional and high-net-worth clients. Tribridge Partners Financial LLC operates as a boutique RIA offering discretionary portfolio management, investment research, and fee-based financial planning, positioning itself for strategic partnerships and M&A in the advisory sector.
Middle-market advisory firm specializing in wealth management, retirement-plan consulting and outsourced chief investment officer services for institutional and high-net-worth clients. Tribridge Partners Financial LLC operates as a boutique RIA offering discretionary portfolio management, investment research, and fee-based financial planning, positioning itself for strategic partnerships and M&A in the advisory sector.
Investment Philosophy & Strategy
Combines pragmatic, liability-aware multi-asset investing with boutique, client-centric customization. Focuses on diversified, outcomes-oriented portfolios for institutional and high-net-worth middle-market clients, blending passive and active strategies to control costs while pursuing idiosyncratic alpha in mid-cap and fixed-income sectors. Uses disciplined risk budgeting, an outsourced CIO framework, and scenario-based stress testing to preserve capital across cycles. Capital deployment emphasizes fee-based, discretionary mandates and strategic partnerships/M&A to scale advisory capabilities and broaden product access.
Combines pragmatic, liability-aware multi-asset investing with boutique, client-centric customization. Focuses on diversified, outcomes-oriented portfolios for institutional and high-net-worth middle-market clients, blending passive and active strategies to control costs while pursuing idiosyncratic alpha in mid-cap and fixed-income sectors. Uses disciplined risk budgeting, an outsourced CIO framework, and scenario-based stress testing to preserve capital across cycles. Capital deployment emphasizes fee-based, discretionary mandates and strategic partnerships/M&A to scale advisory capabilities and broaden product access.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
15.32%
Gain +0.42%
Monthly
0.92%
Yearly
11.65%
Drawdown
9.17%
$257.42M
Equity
Holdings
$257.42M
Investment
$232.44M
$26.56M
Profit +$850,788.25
Realized
$1.58M
Unrealized
$24.98M
Dividends
$5.98M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.42%
Profit
$850,788.25
Win %
62%
This Week
Compared To Last Week
Gain
-0.59%
Profit
-$1.54M
Win %
62%
This Month
Compared to last month
Gain
0.76%
Profit
$1.94M
Win %
62%
This Year
Compared to last year
Gain
-0.74%
Profit
-$1.86M
Win %
65%
INTU Intuit Inc.
+6.55%
+$55,887.17 
SPGI S&P Global Inc.
+3.95%
+$7,548.84 
SBUX Starbucks Corporation
+2.97%
+$17,650.63 
REGN Regeneron Pharmaceuticals, Inc.
+2.97%
+$7,621.35 
V Visa Inc. Class A
+2.71%
+$16,376.04 
MA Mastercard Incorporated
+2.43%
+$8,476.56 
WMT Walmart Inc.
+2.13%
+$6,433.12 
ISRG Intuitive Surgical, Inc.
+1.62%
+$5,201.15 
ABBV AbbVie Inc.
+1.54%
+$5,338.88 
MSFT Microsoft Corp.
+1.04%
+$40,440.89 
VIOO Vanguard S&P Small-Cap 600 ETF
+1.03%
+$5,098.6 
VB Vanguard Small-Cap ETF
+0.97%
+$167,882.52 
IJR iShares Core S&P Small-Cap ETF
+0.89%
+$5,002.14 
VTEI Vanguard International Tax-Exempt Bond Fund
+0.89%
+$7,027.78 
IWM iShares Russell 2000 ETF
+0.82%
+$1,568 
VTEB Vanguard Tax-Exempt Bond ETF
+0.81%
+$6,003.69 
XJH iShares ESG Screened S&P Mid-Cap ETF
+0.78%
+$2,829.88 
UNP Union Pacific Corporation
+0.78%
+$2,022.43 
XJR iShares ESG Screened S&P Small-Cap ETF
+0.77%
+$1,607.63 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.75%
+$2,203.57 
CGMU Capital Group Municipal Income ETF
+0.73%
+$16,700.05 
VCEB Vanguard ESG U.S. Corporate Bond Fund
+0.68%
+$2,108.03 
EFA iShares MSCI EAFE ETF
+0.68%
+$1,611.01 
VTV Vanguard Value ETF
+0.67%
+$1,609.2 
BND Vanguard Total Bond Market Index Fund
+0.64%
+$87,683.39 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.62%
+$7,711.55 
IJH iShares Core S&P Mid-Cap ETF
+0.61%
+$5,437.96 
MNBD ALPS Intermediate Municipal Bond ETF
+0.6%
+$1,327.48 
CGCP Capital Group Core Plus Income ETF
+0.59%
+$85,664.25 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.58%
+$3,670.07 
VO Vanguard Mid-Cap ETF
+0.57%
+$105,729.71 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.56%
+$2,760 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.55%
+$1,773.4 
SMTH ALPS Smith Core Plus Bond ETF
+0.55%
+$1,726.79 
TIP iShares TIPS Bond ETF
+0.54%
+$1,149.78 
GOOGL Alphabet Inc
+0.52%
+$2,714.38 
GOOG Alphabet Inc
+0.49%
+$3,228.13 
LIN Linde plc
+0.42%
+$1,178.02 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.4%
+$5,078.12 
GD General Dynamics Corporation
+0.4%
+$687.61 
CGCV Capital Group Conservative Equity ETF
+0.38%
+$98,710.16 
MRK Merck & Co., Inc.
+0.35%
+$1,216.8 
CGIC Capital Group International Core Equity ETF
+0.34%
+$920.16 
BNDX Vanguard Total International Bond ETF
+0.32%
+$31,012.05 
CGSM Capital Group Short Duration Municipal Income ETF
+0.31%
+$6,765.68 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.31%
+$826.58 
XVV iShares ESG Screened S&P 500
+0.3%
+$1,694.17 
CGGR Capital Group Growth ETF
+0.3%
+$87,983.7 
VSGX Vanguard ESG International Stock ETF
+0.28%
+$1,720.84 
CGDV Capital Group Dividend Value ETF
+0.23%
+$8,775.08 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.23%
+$840.8 
BSV Vanguard Short-Term Bond ETF
+0.23%
+$23,832.03 
ESGV Vanguard ESG U.S. Stock ETF
+0.21%
+$966.28 
SCHF Schwab International Equity ETF
+0.19%
+$575.95 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
+0.13%
+$378.37 
IWV ISHARES RUSSELL 3000 ETF
+0.13%
+$407.55 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.12%
+$549.45 
CGUS Capital Group Core Equity ETF
+0.1%
+$620.37 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$211.26 
CGUI Capital Group Ultra Short Income ETF
+0.02%
+$1,315.36 
VOO Vanguard S&P 500 ETF
+0.02%
+$5,075.98 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.02%
+$2,781.89 
IVV iShares Core S&P 500 ETF
+0.01%
+$79.03 
GLW Corning Incorporated
-4.62%
-$9,225.24 
CSCO Cisco Systems, Inc.
-4.16%
-$13,570.37 
TT Trane Technologies plc
-3.78%
-$14,772.78 
CAT Caterpillar Inc.
-2.96%
-$6,343.48 
ETN Eaton Corporation plc
-2.79%
-$5,892.72 
FAST Fastenal Co.
-2.76%
-$8,696.1 
NVDA NVIDIA Corporation
-1.93%
-$8,868.79 
QQQ Invesco QQQ Trust, Series 1
-0.69%
-$1,892.44 
VWO Vanguard FTSE Emerging Markets ETF
-0.5%
-$49,977.43 
VUG Vanguard Growth ETF
-0.46%
-$1,056.16 
RTX RTX Corporation
-0.42%
-$1,145.32 
SCHE Schwab Emerging Markets Equity ETF
-0.4%
-$825.92 
JPM JPMorgan Chase & Co.
-0.39%
-$2,103.38 
AAPL Apple Inc.
-0.24%
-$5,648.71 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.22%
-$919.71 
AMZN Amazon.com Inc
-0.17%
-$1,519.77 
SCHC Schwab International Small-Cap Equity ETF
-0.14%
-$336.21 
JNJ Johnson & Johnson
-0.05%
-$249.86 
CGXU Capital Group International Focus Equity ETF
-0.01%
-$2,145.58 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 262 | Longs Won 176/262 67% | Profit Factor 8.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $451,739.61 |
| Average Win $170,976.29 | Best Trade (Oct 15) $4.28M | Sharpe Ratio -20.38 |
| Average Loss -$41,033.18 | Worst Trade (Oct 14) -$1.04M | Z-Score 3.93 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3d | Expectancy $101,385.39 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,289 | 5,660 | 5,031 | 4,403 | 3,774 | 3,145 | 2,516 | 1,887 | 1,258 | 629 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,847 | $1.42M | $2.34M | - | $919,955.81 | 64.67% | -0.241% |
| ABBV AbbVie Inc. | 1,233 | $232,630.12 | $352,736.63 | - | $120,106.51 | 51.63% | +1.537% |
| AMZN Amazon.com Inc | 3,454 | $757,888.26 | $876,072.56 | - | $118,184.3 | 15.59% | -0.173% |
| BND Vanguard Total Bond Market Index Fund | 195,853 | $14.45M | $13.88M | - | -$573,244.07 | -3.97% | +0.636% |
| BNDX Vanguard Total International Bond ETF | 206,747 | $10.19M | $9.76M | - | -$429,788.48 | -4.22% | +0.319% |
| BSV Vanguard Short-Term Bond ETF | 136,183 | $10.72M | $10.43M | - | -$294,038.23 | -2.74% | +0.229% |
| CAT Caterpillar Inc. | 286 | $202,619.56 | $207,864.8 | - | $5,245.24 | 2.59% | -2.961% |
| CGCP Capital Group Core Plus Income ETF | 685,314 | $15.45M | $14.7M | - | -$757,692.69 | -4.9% | +0.586% |
| CGCV Capital Group Conservative Equity ETF | 783,414 | $22.8M | $25.9M | - | $3.11M | 13.62% | +0.383% |
| CGDV Capital Group Dividend Value ETF | 76,305 | $3.01M | $3.76M | - | $745,118.32 | 24.73% | +0.234% |
| CGGR Capital Group Growth ETF | 628,455 | $25.94M | $29.85M | - | $3.9M | 15.03% | +0.296% |
| CGIC Capital Group International Core Equity ETF | 7,668 | $223,215.48 | $270,143.64 | - | $46,928.16 | 21.02% | +0.342% |
| CGMU Capital Group Municipal Income ETF | 87,895 | $2.37M | $2.32M | - | -$58,731.83 | -2.47% | +0.726% |
| CGSM Capital Group Short Duration Municipal Income ETF | 84,571 | $2.22M | $2.2M | - | -$25,238.49 | -1.14% | +0.309% |
| CGUI Capital Group Ultra Short Income ETF | 263,072 | $6.64M | $6.64M | - | -$616.47 | -0.01% | +0.02% |
| CGUS Capital Group Core Equity ETF | 13,786 | $511,893.04 | $619,611.77 | - | $107,718.73 | 21.04% | +0.1% |
| CGXU Capital Group International Focus Equity ETF | 429,116 | $11.94M | $14.15M | - | $2.2M | 18.46% | -0.015% |
| CSCO Cisco Systems, Inc. | 2,869 | $196,388.68 | $312,462.79 | - | $116,074.11 | 59.1% | -4.162% |
| EFA iShares MSCI EAFE ETF | 2,318 | $207,206.02 | $239,785.51 | - | $32,579.49 | 15.72% | +0.676% |
| ESGV Vanguard ESG U.S. Stock ETF | 3,451 | $382,352 | $469,750.12 | - | $87,398.12 | 22.86% | +0.206% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Tribridge Partners Financial LLC?
The largest contributions to the portfolio's profits come from the following stocks: Capital Group Core Plus Income ETF - $823,597.09, Capital Group International Focus Equity ETF - $776,937.45, Vanguard Total Bond Market Index Fund - $660,647.65, Vanguard S&P 500 ETF - $490,089.2, and Vanguard Total International Stock Index Fund Investor Shares - $483,614.36. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Chevron Corporation - $20,264.98, International Business Machines Corporation - $17,504, Waste Connections Inc - $14,817.8, and Synopsys, Inc - $10,438.47. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Tribridge Partners Financial LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.98M earned over time. The largest contributors to dividend income include Capital Group Core Plus Income ETF - $825,167.47, Capital Group International Focus Equity ETF - $676,369.22, Vanguard Total Bond Market Index Fund - $661,237.91, Vanguard Short-Term Bond ETF - $466,855.57, and Vanguard Total International Bond ETF - $443,243.66. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Tribridge Partners Financial LLC's monthly returns?
Tribridge Partners Financial LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Tribridge Partners Financial LLC's strategy be considered aggressive or moderate?
Tribridge Partners Financial LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Tribridge Partners Financial LLC's strategy?
Tribridge Partners Financial LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
2026 © Marketlog. All Rights Reserved.
