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Ashleigh Swayze

Tribridge Partners Financial Llc

Assets Managed
$241.661M
Holdings
80
Last Quarter
2026 - Q1
Filed Date
1mo 11d ago
Growth Rate
1.38%(2Q avg: 5.43%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Tribridge Partners Financial Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 80 positions.

Assets under management

The assets under management (AUM) of Tribridge Partners Financial Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 241.661M in assets, with a quarterly growth rate of 1.38% and a 2-quarter average growth rate of 5.43%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CGGR
Cap Group Growth Equity
Recent Activity
Increased 3.64%
10.97%
$26.489M
655,495 shares@ $40.41 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 2.65%
10.05%
$24.28M
40,265 shares@ $603.0 avg price
CGCV
Cap Group Conservative Eq
Recent Activity
Increased 4.76%
9.81%
$23.684M
793,969 shares@ $29.83 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 3.68%
7.23%
$17.452M
60,187 shares@ $289.97 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 3.25%
6.81%
$16.447M
62,145 shares@ $264.66 avg price
CGCP
Cap Group Core Plus Income
Recent Activity
Increased 2.09%
6.42%
$15.512M
692,792 shares@ $22.39 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 5.3%
6.12%
$14.769M
190,612 shares@ $77.49 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 1.26%
6.05%
$14.608M
198,536 shares@ $73.59 avg price
CGXU
Cap Group Intl Focus
Recent Activity
Increased 4.22%
5.42%
$13.077M
442,543 shares@ $29.56 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Decreased -0.37%
4.45%
$10.736M
137,258 shares@ $78.23 avg price

1-10 of 80