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Michael Ptaszenski

Thrive Wealth Management, Llc

Assets Managed
$787.138M
Holdings
254
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
17.34%(2Q avg: 7.95%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Thrive Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 254 positions.

Assets under management

The assets under management (AUM) of Thrive Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 787.138M in assets, with a quarterly growth rate of 17.34% and a 2-quarter average growth rate of 7.95%. The portfolio is managed by Michael Ptaszenski, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTV
Vanguard Value Etf
Recent Activity
Increased 0.87%
24.07%
$189.412M
869,143 shares@ $217.93 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 2.13%
23.35%
$183.775M
5.431M shares@ $33.84 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 23.27%
3.8%
$29.844M
39,964 shares@ $746.78 avg price
INTF
Ishares International Equity
Recent Activity
Increased 48.84%
2.65%
$20.859M
509,257 shares@ $40.96 avg price
AAPL
Apple Inc
Recent Activity
Increased 14.93%
2.41%
$18.945M
65,474 shares@ $289.36 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 502.55%
2.13%
$16.701M
193,880 shares@ $86.14 avg price
MDY
Spdr S&p Midcap 400 Etf Trst
Recent Activity
Increased 1.36%
1.61%
$12.661M
18,001 shares@ $703.33 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 0.44%
1.45%
$11.374M
16,561 shares@ $686.81 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 4.69%
1.36%
$10.637M
384,011 shares@ $27.7 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 1.5%
1.33%
$10.443M
34,451 shares@ $303.13 avg price

1-10 of 254