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Tribridge Partners Financial LLC
TriBridge Partners Financial LLC is an independent registered investment advisory (RIA) firm headquartered in Columbia, Maryland. Created as an extension of the established TriBridge Partners, it offers clients comprehensive financial planning, investment management, and corporate retirement plan services using open-architecture technology and a client-focused, fiduciary model. The firm is privately owned by its principals and employees, emphasizing a boutique, personalized experience for both individuals and business groups. TriBridge Partners Financial builds on years of strategic industry experience and serves clients seeking tailored solutions aligned with their priorities.
Investment Strategy
TriBridge Partners Financial delivers a boutique investment experience based on a fiduciary, client-focused approach. The firm emphasizes comprehensive financial planning as the starting point, tailoring sophisticated wealth management and investment solutions to each client’s goals. By remaining independent and aligned with client interests, they offer full transparency on fees, unbiased investment selections, and more customization through an open-architecture platform—supported by a new alliance with Charles Schwab & Co. Their philosophy prioritizes acting in the client's best interests, disclosure of conflicts, and providing a high level of personal service with access to a broad range of investment options.
Latest 13F Filing Activity
Tribridge Partners Financial LLC filed their most recent 13F report on Sep 30, 2025 disclosing 69 equity positions with a total 13F market value of $218M. The fund increased holdings in Capital Group Growth Etf, Capital Group Conservative E, Vanguard Index FDS among other positions. Tribridge Partners Financial LLC reduced exposure to Home Depot Inc., Union Pac Corp., International Business Machs among others.
Top Holdings
Equity Positions (69)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CGGR | CAPITAL GROUP GROWTH ETF | 12.12% | $26.4M | 596,424 | $41.10 | $43.92 | +$5.5M |
V VOO | VANGUARD INDEX FDS | 10.56% | $23.0M | 37,367 | $574.53 | $612.38 | +$4.9M |
C CGCV | CAPITAL GROUP CONSERVATIVE E | 9.63% | $21.0M | 693,964 | $28.93 | $30.11 | +$5.4M |
V VO | VANGUARD INDEX FDS | 7.35% | $16.0M | 54,336 | $282.56 | $293.74 | +$3.8M |
V VB | VANGUARD INDEX FDS | 6.61% | $14.4M | 56,131 | $240.56 | $254.28 | +$3.8M |
Industry Allocation
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