Tribridge Partners Financial LLC

RIA/Wealth

Tribridge Partners Financial LLC is a RIA/Wealth based in Columbia, MD led by Heath Anthony Hykes, reporting $1.2B in AUM as of Q3 2025 with 81% ETF concentration and 74% concentrated in top 10 holdings.

CEOHeath Anthony Hykes

Portfolio Value: $217.7M
Positions: 71
Top Holding: CGGR at 12.12%
Last Reported: Q3 2025

Address6721 Columbia Gateway Drive, Suite 100, Columbia, MD, 21046, United States

Top Holdings

Largest long holdings in Tribridge Partners Financial LLC's portfolio (73.9% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Capital Group Growth CGGR	ETF ETF	$26.4M	12.12%	+$3.7M Bought	— 596.4K shares	Q2 2025 Held for 5 months
2 Vanguard S&P 500 ETF VOO	ETF ETF	$23.0M	10.56%	+$3.4M Bought	— 37.4K shares	Q2 2025 Held for 5 months
3 CGCV Capital Group Conservative Equity CGCV	Unknown Unknown	$21.0M	9.63%	+$21.0M New	— 694.0K shares	Q3 2025 Held for 2 months
4 Vanguard Mid-Cap Fund VO	ETF ETF	$16.0M	7.35%	+$3.1M Bought	— 54.3K shares	Q2 2025 Held for 5 months
5 Vanguard Small-Cap ETF VB	ETF ETF	$14.4M	6.61%	+$3.0M Bought	— 56.1K shares	Q2 2025 Held for 5 months
6 CGCP Capital Group Core Plus Income CGCP	ETF ETF	$13.4M	6.18%	+$2.5M Bought	— 590.0K shares	Q2 2025 Held for 5 months
7 Vanguard Total Bond Market BND	ETF ETF	$12.9M	5.94%	+$1.9M Bought	— 173.8K shares	Q2 2025 Held for 5 months
8 Vanguard Total International Stock VXUS	ETF ETF	$12.5M	5.76%	+$1.9M Bought	— 169.1K shares	Q2 2025 Held for 5 months
9 CGXU Capital Group International Focus Equity CGXU	ETF ETF	$11.6M	5.35%	+$2.0M Bought	— 387.9K shares	Q2 2025 Held for 5 months
10 Vanguard Short-Term Bond BSV	ETF ETF	$9.7M	4.43%	+$1.6M Bought	— 122.5K shares	Q2 2025 Held for 5 months

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Tribridge Partners Financial LLC's latest filing

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GthenC

Market Value

$217.7M

Prior: $148.9M

Q/Q Change

+46.25%

+$68.9M

Net Flows % of MV

+27.4%

Turnover Ratio

15.18%

New Purchases

19 stocks

$33.9M

Added To

26 stocks

+$35.0M

Sold Out Of

3 stocks

$1.3M

Reduced Holdings

10 stocks

-$1.9M

Increased Positions

Position	Shares Δ	Change
1 CGCV Capital Group Conservative Equity CGCV	New	0 → 694.0K +$21.0M
2 CGUI Capital Group Ultra Short Income CGUI	New	0 → 217.4K +$5.5M
3 Intuit INTU	New	0 → 2.7K +$1.9M
4 iShares Core MSCI International Developed Markets IDEV	New	0 → 13.9K +$1.1M
5 Vanguard Tax-Exempt Bond Index Fund VTEB	New	0 → 12.3K +$616.3K

Decreased Positions

Position	Shares Δ	Change
1 Home Depot HD	Sold	1.6K → 0 −$568.7K
2 International Business Machines IBM	Sold	1.6K → 0 −$471.6K
3 iShares Russell 1000 Growth IWF	Sold	592.0 → 0 −$251.4K
4 Union Pacific UNP	-70.34%	3.1K → 911.0 −$506.6K
5 Exxon Mobil XOM	-31.22%	8.2K → 5.6K −$284.5K