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:
0.11%
Gain
Monthly
0.01%
Yearly
0.11%
Drawdown
13.75%
$260.67M
Equity
Holdings
$260.67M
Investment
$235.95M
$24.91M
Profit -$1.38M
Realized
$192,727.93
Unrealized
$24.71M
Dividends
$5.56M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.38M
Win %
74%
This Week
Compared To Last Week
Gain
-1.17%
Profit
-$3.09M
Win %
74%
This Month
Compared to last month
Gain
-1.02%
Profit
-$2.68M
Win %
74%
This Year
Compared to last year
Gain
8.26%
Profit
$19.9M
Win %
73%
CSCO Cisco Systems, Inc.
+2.36%
+$8,622.11 
XOM Exxon Mobil Corporation
+1.44%
+$11,711.05 
CVX Chevron Corporation
+1.18%
+$2,278.5 
ABBV AbbVie Inc.
+1.09%
+$3,597.32 
JNJ Johnson & Johnson
+0.97%
+$4,933.31 
CAT Caterpillar Inc.
+0.95%
+$2,379.52 
RTX RTX Corporation
+0.88%
+$2,502.18 
MRK Merck & Co., Inc.
+0.47%
+$1,404 
TIP iShares TIPS Bond ETF
+0.22%
+$487.99 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.11%
+$259.16 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.1%
+$328.65 
BND Vanguard Total Bond Market Index Fund
+0.09%
+$12,904.84 
VCEB Vanguard ESG U.S. Corporate Bond Fund
+0.09%
+$284.79 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.09%
+$267.1 
JPM JPMorgan Chase & Co.
+0.07%
+$422.73 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
+0.05%
+$136.22 
UNP Union Pacific Corporation
+0.04%
+$118.41 
SMTH ALPS Smith Core Plus Bond ETF
+0.04%
+$129.19 
CGCP Capital Group Core Plus Income ETF
+0.02%
+$3,463.96 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.02%
+$55.1 
BSV Vanguard Short-Term Bond ETF
+0.02%
+$2,058.87 
CGSM Capital Group Short Duration Municipal Income ETF
+0.02%
+$403.82 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.02%
+$42.59 
VTV Vanguard Value ETF
+0.01%
+$16.29 
VTEI Vanguard International Tax-Exempt Bond Fund
+0.01%
+$36.97 
ISRG Intuitive Surgical, Inc.
-12.83%
-$39,533.42 
FAST Fastenal Co.
-2.52%
-$7,120.5 
GOOG Alphabet Inc
-2.2%
-$16,487.94 
GOOGL Alphabet Inc
-2.18%
-$11,656.86 
MSFT Microsoft Corp.
-1.86%
-$55,599.42 
WCN Waste Connections Inc.
-1.84%
-$4,012.5 
V Visa Inc. Class A
-1.74%
-$8,077.2 
SBUX Starbucks Corporation
-1.7%
-$11,720.8 
MA Mastercard Incorporated
-1.67%
-$5,332.59 
SPGI S&P Global Inc.
-1.66%
-$3,638 
VWO Vanguard FTSE Emerging Markets ETF
-1.62%
-$165,964.67 
GLW Corning Incorporated
-1.4%
-$3,129.36 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.11%
-$4,723.97 
CGGR Capital Group Growth ETF
-1.05%
-$317,915.08 
INTU Intuit Inc.
-1.03%
-$8,384.45 
NVDA NVIDIA Corporation
-1.02%
-$4,464.76 
VSGX Vanguard ESG International Stock ETF
-0.96%
-$6,005.23 
CGXU Capital Group International Focus Equity ETF
-0.94%
-$139,401.05 
QQQ Invesco QQQ Trust, Series 1
-0.81%
-$2,124.32 
XVV iShares ESG Screened S&P 500
-0.8%
-$4,431.64 
SCHC Schwab International Small-Cap Equity ETF
-0.8%
-$1,849.15 
ESGV Vanguard ESG U.S. Stock ETF
-0.79%
-$3,616.2 
LIN Linde plc
-0.76%
-$2,402.78 
IJR iShares Core S&P Small-Cap ETF
-0.74%
-$4,506.06 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.72%
-$3,870.07 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.67%
-$2,632.31 
CGUS Capital Group Core Equity ETF
-0.64%
-$3,929.01 
IWV ISHARES RUSSELL 3000 ETF
-0.62%
-$2,446.47 
IVV iShares Core S&P 500 ETF
-0.61%
-$2,197.98 
VOO Vanguard S&P 500 ETF
-0.6%
-$166,697.1 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.59%
-$94,352.94 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.57%
-$3,245.2 
CGDV Capital Group Dividend Value ETF
-0.56%
-$24,916.92 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.55%
-$2,825.64 
VB Vanguard Small-Cap ETF
-0.54%
-$99,742.73 
CGIC Capital Group International Core Equity ETF
-0.53%
-$1,456.92 
IJH iShares Core S&P Mid-Cap ETF
-0.48%
-$4,438.03 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.46%
-$5,818.72 
AMZN Amazon.com Inc
-0.44%
-$3,896.75 
EFA iShares MSCI EAFE ETF
-0.43%
-$1,258.65 
CGCV Capital Group Conservative Equity ETF
-0.38%
-$99,246.12 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.34%
-$2,209.12 
VO Vanguard Mid-Cap ETF
-0.34%
-$65,001.96 
AAPL Apple Inc.
-0.31%
-$7,170.93 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.29%
-$1,121.6 
TT Trane Technologies plc
-0.27%
-$1,069.41 
WMT Walmart Inc.
-0.26%
-$771.72 
SCHF Schwab International Equity ETF
-0.26%
-$810.53 
REGN Regeneron Pharmaceuticals, Inc.
-0.21%
-$500.78 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$627.93 
MNBD ALPS Intermediate Municipal Bond ETF
-0.08%
-$176.88 
BNDX Vanguard Total International Bond ETF
-0.05%
-$5,089.27 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$459.14 
CGMU Capital Group Municipal Income ETF
-0.02%
-$422.35 
CGUI Capital Group Ultra Short Income ETF
-0.02%
-$1,096.9 Events
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Dividends
Dividend Analysis
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| Trades 207 | Longs Won 153/207 73% | Profit Factor 9.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $480,380.64 |
| Average Win $181,802.73 | Best Trade (Jul 14) $3.94M | Sharpe Ratio -38.02 |
| Average Loss -$53,867.16 | Worst Trade (Jul 10) -$1.13M | Z-Score 10.44 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3d | Expectancy $120,323.63 |
| 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 | 4,831 | 4,348 | 3,865 | 3,382 | 2,899 | 2,415 | 1,932 | 1,449 | 966 | 483 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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