TPF
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:
17.36%
Gain -0.31%
Monthly
1.15%
Yearly
14.66%
Drawdown
9.15%
$265.87M
Equity
Holdings
$265.87M
Investment
$235.95M
$30.17M
Profit -$643,535.58
Realized
$247,818.11
Unrealized
$29.92M
Dividends
$5.55M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.31%
Profit
-$643,535.58
Win %
70%
This Week
Compared To Last Week
Gain
-0.24%
Profit
-$643,535.58
Win %
70%
This Month
Compared to last month
Gain
1.84%
Profit
$4.81M
Win %
70%
This Year
Compared to last year
Gain
10.43%
Profit
$25.1M
Win %
69%
AMZN Amazon.com Inc
+15.32%
+$128,985.96 
GOOG Alphabet Inc
+6.88%
+$48,742.34 
GOOGL Alphabet Inc
+6.73%
+$33,884.76 
TT Trane Technologies plc
+3.33%
+$12,161.44 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$8,331.46 
MSFT Microsoft Corp.
+3.02%
+$101,645.99 
NVDA NVIDIA Corporation
+2.93%
+$12,082.37 
CVX Chevron Corporation
+2.35%
+$4,746 
FAST Fastenal Co.
+2.25%
+$6,363 
GLW Corning Incorporated
+2.24%
+$4,290.48 
CSCO Cisco Systems, Inc.
+2.14%
+$8,089.47 
CGUS Capital Group Core Equity ETF
+1.29%
+$7,858.02 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$97,319.6 
UNP Union Pacific Corporation
+0.92%
+$2,432.38 
XVV iShares ESG Screened S&P 500
+0.78%
+$4,238.94 
VOO Vanguard S&P 500 ETF
+0.71%
+$195,689.51 
CAT Caterpillar Inc.
+0.7%
+$1,621.62 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,452.48 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$3,065.17 
WCN Waste Connections Inc.
+0.67%
+$1,387.5 
CGGR Capital Group Growth ETF
+0.65%
+$190,093.55 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,660.56 
CGDV Capital Group Dividend Value ETF
+0.63%
+$28,088.17 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$2,239.93 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$2,983.72 
RTX RTX Corporation
+0.39%
+$1,225.56 
MRK Merck & Co., Inc.
+0.32%
+$959.42 
JPM JPMorgan Chase & Co.
+0.27%
+$1,589.54 
JNJ Johnson & Johnson
+0.21%
+$1,073.78 
INTU Intuit Inc.
+0.18%
+$1,566.95 
ISRG Intuitive Surgical, Inc.
+0.1%
+$275.75 
WMT Walmart Inc.
+0.09%
+$259.41 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$170,708.24 
LIN Linde plc
-5.95%
-$18,337.57 
ABBV AbbVie Inc.
-2.51%
-$8,372.18 
XOM Exxon Mobil Corporation
-0.97%
-$8,552.7 
SPGI S&P Global Inc.
-0.74%
-$1,470.53 
MA Mastercard Incorporated
-0.74%
-$2,460.75 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$9,253.86 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$1,618.23 
CGCP Capital Group Core Plus Income ETF
-0.68%
-$103,918.11 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,635.74 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,846.02 
SCHF Schwab International Equity ETF
-0.58%
-$1,852.64 
SBUX Starbucks Corporation
-0.57%
-$3,822 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$79,657.74 
CGIC Capital Group International Core Equity ETF
-0.53%
-$1,456.92 
CGMU Capital Group Municipal Income ETF
-0.44%
-$10,136.4 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$960.6 
CGSM Capital Group Short Duration Municipal Income ETF
-0.3%
-$6,461.2 
VTV Vanguard Value ETF
-0.27%
-$640.73 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$37,721.84 
CGUI Capital Group Ultra Short Income ETF
-0.26%
-$17,389.9 
BNDX Vanguard Total International Bond ETF
-0.23%
-$22,392.81 
VB Vanguard Small-Cap ETF
-0.22%
-$41,014.46 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$34,310.16 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$657.3 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.2%
-$757.51 
SMTH ALPS Smith Core Plus Bond ETF
-0.19%
-$601.18 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.18%
-$534.2 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$1,027.49 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$668.85 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$935.88 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$972.72 
TIP iShares TIPS Bond ETF
-0.1%
-$223.85 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$697.7 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$220.42 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.08%
-$400.8 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$8,235.48 
CGCV Capital Group Conservative Equity ETF
-0.06%
-$15,879.38 
VO Vanguard Mid-Cap ETF
-0.05%
-$9,629.92 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.04%
-$121.08 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$458 
V Visa Inc. Class A
-0.04%
-$178.07 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.04%
-$258.79 
VCEB Vanguard ESG U.S. Corporate Bond Fund
-0.03%
-$103.56 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$165.32 
MNBD ALPS Intermediate Municipal Bond ETF
-0.02%
-$44.22 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.01%
-$39.29 Events
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Dividends
Dividend Analysis
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| Trades 207 | Longs Won 147/207 71% | Profit Factor 13.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $550,278.55 |
| Average Win $221,693.49 | Best Trade (Aug 14) $4.69M | Sharpe Ratio -38.01 |
| Average Loss -$40,334.78 | Worst Trade (Aug 02) -$1.01M | Z-Score 7.84 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 4d | Expectancy $145,743.27 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,579 | 5,921 | 5,263 | 4,605 | 3,947 | 3,289 | 2,632 | 1,974 | 1,316 | 658 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,962 | $1.45M | $2.15M | - | $704,394.34 | 48.71% | -7.354% |
| ABBV AbbVie Inc. | 1,294 | $243,952.94 | $324,716.36 | - | $80,763.42 | 33.11% | -2.513% |
| AMZN Amazon.com Inc | 3,575 | $784,434.45 | $970,898.46 | - | $186,464.01 | 23.77% | +15.321% |
| BND Vanguard Total Bond Market Index Fund | 198,536 | $14.65M | $14.34M | - | -$306,272.67 | -2.09% | -0.262% |
| BNDX Vanguard Total International Bond ETF | 203,571 | $10.03M | $9.72M | - | -$309,846.53 | -3.09% | -0.23% |
| BSV Vanguard Short-Term Bond ETF | 137,258 | $10.81M | $10.65M | - | -$159,740.14 | -1.48% | -0.077% |
| CAT Caterpillar Inc. | 286 | $202,619.56 | $233,035.66 | - | $30,416.1 | 15.01% | +0.701% |
| CGCP Capital Group Core Plus Income ETF | 692,792 | $15.62M | $15.18M | - | -$443,433.7 | -2.84% | -0.68% |
| CGCV Capital Group Conservative Equity ETF | 793,969 | $23.1M | $26.29M | - | $3.19M | 13.8% | -0.06% |
| CGDV Capital Group Dividend Value ETF | 90,607 | $3.58M | $4.49M | - | $910,600.35 | 25.45% | +0.63% |
| CGGR Capital Group Growth ETF | 655,495 | $27.04M | $29.4M | - | $2.36M | 8.71% | +0.651% |
| CGIC Capital Group International Core Equity ETF | 7,668 | $223,215.48 | $275,817.96 | - | $52,602.48 | 23.57% | -0.525% |
| CGMS Capital Group U.S. Multi-Sector Income ETF | 8,517 | $235,239.54 | $229,959 | - | -$5,280.54 | -2.24% | -0.699% |
| CGMU Capital Group Municipal Income ETF | 84,470 | $2.28M | $2.28M | - | $9.67 | - | -0.442% |
| CGSM Capital Group Short Duration Municipal Income ETF | 80,765 | $2.12M | $2.12M | - | -$4,237.34 | -0.2% | -0.304% |
| CGUI Capital Group Ultra Short Income ETF | 267,537 | $6.76M | $6.76M | - | $7,521.26 | 0.11% | -0.256% |
| CGUS Capital Group Core Equity ETF | 13,786 | $511,893.04 | $616,096.34 | - | $104,203.3 | 20.36% | +1.292% |
| CGXU Capital Group International Focus Equity ETF | 442,543 | $12.31M | $14.81M | - | $2.51M | 20.37% | -0.535% |
| CSCO Cisco Systems, Inc. | 3,329 | $227,861.88 | $386,130.71 | - | $158,268.83 | 69.46% | +2.14% |
| CVX Chevron Corporation | 1,050 | $217,244.99 | $206,671.5 | - | -$10,573.49 | -4.87% | +2.35% |
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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 - $826,623.85, Capital Group International Focus Equity ETF - $676,369.22, Vanguard Total Bond Market Index Fund - $613,037.73, Vanguard Short-Term Bond ETF - $430,720.25, and Vanguard Total International Bond ETF - $417,580.44. 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: International Business Machines Corporation - $17,504, Synopsys, Inc - $10,438.47, and Amazon.com Inc - $1,178.72. 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 $5.55M earned over time. The largest contributors to dividend income include Capital Group Core Plus Income ETF - $826,623.85, Capital Group International Focus Equity ETF - $676,369.22, Vanguard Total Bond Market Index Fund - $613,037.73, Vanguard Short-Term Bond ETF - $430,871.05, and Vanguard Total International Bond ETF - $417,580.44. 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.
