Tribridge Partners Financial LLC
- SEC CIK
- 0002083677
- Latest filing
- Aug 4, 2026
The latest 13F from Tribridge Partners Financial LLC covers Q2 2026 (filed Aug 4, 2026): 82 long positions worth $255.2M. The top 10 holdings make up 73.3% of the portfolio, and the largest is Capital Group Growth ETF at 11.0%. Livermore has 5 filings on Form 13F from this institution, going back to Q2 2025.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 7
- Est. +$2.30M
- Added
- 13
- Est. +$1.26M
- Reduced
- 35
- Est. −$6.49M
- Sold out
- 5
- Est. −$1.78M
Top 5 holdings
Share of this quarter's portfolio value
- Capital Group Growth ETF14020G10111.0%$28.0M
- Vanguard S&P 500 ETF92290836310.4%$26.5M
- Capital Group Conservative E14020U10010.2%$25.9M
- Vanguard Morningstar Mid-Cap ETF9229086297.4%$18.8M
- Vanguard Morningstar Small-Cap ETF9229087517.1%$18.1M
Share of portfolio
Top 5 holdings and the other 77 positions, by share of portfolio value
- Capital Group Growth ETF11.0%
- Vanguard S&P 500 ETF10.4%
- Capital Group Conservative E10.2%
- Vanguard Morningstar Mid-Cap ETF7.4%
- Vanguard Morningstar Small-Cap ETF7.1%
- Other 77 positions54.0%
Biggest buys
New and added positions, by estimated amount bought
- Vanguard BD Index FDS92203C303+$1.05MNew
- iShares Core S&P 500 ETF464287200+$482.7KAdded
- iShares Tr46436E544+$224.3KNew
- Vanguard Morningstar Growth ETF922908736+$214.8KNew
- ETNEaton Corp plc
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- Vanguard BD Index FDS92203C303+0.41 pp0.0% → 0.4%
- iShares Core S&P 500 ETF464287200+0.20 pp0.1% → 0.3%
- iShares Tr46436E544+0.09 pp0.0% → 0.1%
- Vanguard Morningstar Growth ETF922908736+0.08 pp0.0% → 0.1%
- ETNEaton Corp plc
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- Capital Group Growth ETF14020G101−$1.21MReduced
- XOMExxonMobil Holdings Corp
- Vanguard S&P 500 ETF922908363−$828.1KReduced
- Capital Group Dividend Value14020W106−$700.2KReduced
- Vanguard Morningstar Mid-Cap ETF922908629−$678.5KReducedConverted for a 4-for-1 split
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Capital Grp Fixed Incm ETF T14020Y102−0.50 pp6.4% → 5.9%
- Vanguard Total Bond Market ETF921937835−0.48 pp6.0% → 5.6%
- XOMExxonMobil Holdings Corp
- Vanguard Short-Term Bond ETF921937827−0.31 pp4.4% → 4.1%
- Capital Grp Fixed Incm ETF T14020Y888−0.19 pp2.8% → 2.6%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $255.2M
- +$13.5M (+5.6%) vs. prior quarter
- Positions
- 82
- +2 vs. prior quarter
- Top 10 concentration
- 73.3%
- Top 10 as share of value
- Turnover
- 1.4%
- Q2 2026, one quarter
- Average holding period
- 4.9 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q2 2025), so positions held before then are understated.
13F filings by quarter
5 quarters, going back to Q2 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $255.2M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Aug 4, 2026 | 82 | $255.2M | Capital Group Growth ETFVanguard S&P 500 ETFCapital Group Conservative E | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 15, 2026 | 80 | $241.7M | Capital Group Growth ETFVanguard S&P 500 ETFCapital Group Conservative E | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 26, 2026 | 77 | $238.4M | Capital Group Growth ETFVanguard S&P 500 ETFCapital Group Conservative E | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 22, 2025 | 71 | $217.7M | Capital Group Growth ETFVanguard S&P 500 ETFCapital Group Conservative E | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 27, 2025 | 60 | $170.4M | Capital Group Growth ETFVanguard S&P 500 ETFCapital Group Conservative E | – | SEC |